Castle Rock Wealth Management, LLC Ishares Tr Transaction History
Castle Rock Wealth Management, LLC
- $386 Million
- Q2 2025
A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 18,059 shares of IYJ stock, worth $2.58 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
18,059
Previous 3,825
372.13%
Holding current value
$2.58 Million
Previous $493,000
421.1%
% of portfolio
0.66%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding IYJ
# of Institutions
354Shares Held
8.11MCall Options Held
9.2KPut Options Held
2.8K-
Laurel Wealth Advisors LLC Charlotte, NC1.76MShares$252 Million0.18% of portfolio
-
Morgan Stanley New York, NY837KShares$120 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC616KShares$88.1 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA437KShares$62.5 Million0.01% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ341KShares$48.8 Million1.01% of portfolio