Castle Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History
Castle Wealth Management LLC
- $183 Million
- Q4 2024
A detailed history of Castle Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 4,960 shares of IWR stock, worth $431,222. This represents 0.24% of its overall portfolio holdings.
Number of Shares
4,960
Previous 4,960
-0.0%
Holding current value
$431,222
Previous $437,000
0.23%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding IWR
# of Institutions
1,535Shares Held
366MCall Options Held
180KPut Options Held
19.1K-
Jones Financial Companies Lllp62.2MShares$5.41 Billion5.25% of portfolio
-
Bank Of America Corp Charlotte, NC61.6MShares$5.36 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34.2MShares$2.97 Billion0.7% of portfolio
-
Us Bancorp \De\18.9MShares$1.64 Billion2.21% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.4MShares$1.17 Billion0.8% of portfolio