Castle Wealth Management LLC Ishares Tr Transaction History

Castle Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Castle Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Castle Wealth Management LLC holds 4,997 shares of IYR stock, worth $501,498. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,997
Previous 4,996 0.02%
Holding current value
$501,498
Previous $438,000 16.21%
% of portfolio
0.27%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$86.93 - $103.61 $86 - $103
1 Added 0.02%
4,997 $509,000
Q2 2024

Jul 22, 2024
BUY
$81.6 - $89.23 $81 - $89
1 Added 0.02%
4,996 $438,000
Q4 2023

Jan 31, 2024
SELL
$73.28 - $92.46 $732 - $924
-10 Reduced 0.2%
4,995 $456,000
Q2 2023

Jul 17, 2023
SELL
$80.51 - $86.54 $31,398 - $33,750
-390 Reduced 7.23%
5,005 $433,000
Q1 2023

May 04, 2023
SELL
$78.73 - $95.24 $104,710 - $126,669
-1,330 Reduced 19.78%
5,395 $458,000
Q4 2022

Feb 09, 2023
BUY
$76.97 - $89.17 $198,197 - $229,612
2,575 Added 62.05%
6,725 $566,000
Q2 2022

Aug 01, 2022
BUY
$86.95 - $112.38 $360,842 - $466,377
4,150 New
4,150 $382,000

Others Institutions Holding IYR

# of Institutions
595
Shares Held
56.3M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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