Castle Wealth Management LLC Ishares Tr Transaction History

Castle Wealth Management LLC

  • $169 Million
  • Q1 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 4,995 shares of IYR stock, worth $436,912. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,995
Previous 4,995 -0.0%
Holding current value
$436,912
Previous $456,000 1.54%
% of portfolio
0.27%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.26 - $89.17 $211,819 - $229,612
2,575 Added 62.05%
6,725 $566,000
Q2 2022

Aug 01, 2022
BUY
N/A
4,150 New
4,150 $382,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
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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