Castle Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 7,282 shares of IWB stock, worth $2.45 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
7,282
Previous 7,282
-0.0%
Holding current value
$2.45 Million
Previous $2.29 Million
2.45%
% of portfolio
1.28%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,457Shares Held
96.1MCall Options Held
247KPut Options Held
168K-
Jones Financial Companies Lllp9.74MShares$3.27 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.57 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.38 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$1.04 Billion0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$901 Million0.13% of portfolio