Castle Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Castle Wealth Management LLC

  • $189 Million
  • Q3 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 $451,856. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,960
Previous 4,960 -0.0%
Holding current value
$451,856
Previous $402,000 8.71%
% of portfolio
0.23%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$75.37 - $84.09 $9,044 - $10,090
-120 Reduced 2.36%
4,960 $417,000
Q2 2022

Aug 01, 2022
BUY
$62.75 - $78.76 $318,770 - $400,100
5,080 New
5,080 $328,000

Others Institutions Holding IWR

# of Institutions
1,408
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Castle Wealth Management LLC Portfolio

Follow Castle Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Castle Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email