Castle Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 14,979 shares of IWD stock, worth $2.9 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
14,979
Previous 15,184
1.35%
Holding current value
$2.9 Million
Previous $2.88 Million
3.75%
% of portfolio
1.52%
Previous 1.52%
Shares
8 transactions
Others Institutions Holding IWD
# of Institutions
1,772Shares Held
257MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.55 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.17 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.95 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.81 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.66 Billion0.13% of portfolio