Castle Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
Castle Wealth Management LLC
- $169 Million
- Q1 2024
A detailed history of Castle Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 11,842 shares of IVE stock, worth $2.16 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
11,842
Previous 12,675
6.57%
Holding current value
$2.16 Million
Previous $2.2 Million
0.36%
% of portfolio
1.31%
Previous 1.39%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,420Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.24 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.18 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.37 Billion0.34% of portfolio