Castleview Partners, LLC Wisdomtree Tr Transaction History

Castleview Partners, LLC

  • $144 Million
  • Q3 2024

A detailed history of Castleview Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Castleview Partners, LLC holds 542 shares of IHDG stock, worth $23,723. This represents 0.02% of its overall portfolio holdings.

Number of Shares
542
Previous 542 -0.0%
Holding current value
$23,723
Previous $24,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$43.96 - $46.57 $3,516 - $3,725
-80 Reduced 12.86%
542 $24,000
Q1 2024

May 09, 2024
SELL
$41.39 - $45.98 $5.04 Million - $5.6 Million
-121,696 Reduced 99.49%
622 $28,000
Q4 2023

Feb 05, 2024
SELL
$37.18 - $42.02 $309,188 - $349,438
-8,316 Reduced 6.37%
122,318 $5.14 Million
Q3 2023

Oct 26, 2023
BUY
$38.54 - $40.44 $2.35 Million - $2.46 Million
60,870 Added 87.25%
130,634 $5.06 Million
Q2 2023

Aug 14, 2023
SELL
$39.29 - $40.67 $1.83 Million - $1.9 Million
-46,681 Reduced 40.09%
69,764 $2.8 Million
Q1 2023

May 15, 2023
BUY
$36.38 - $39.42 $26,557 - $28,776
730 Added 0.63%
116,445 $4.59 Million
Q4 2022

Feb 01, 2023
SELL
$35.63 - $40.75 $30,606 - $35,004
-859 Reduced 0.74%
115,715 $4.12 Million
Q3 2022

Nov 10, 2022
BUY
$35.81 - $40.82 $3.47 Million - $3.95 Million
96,840 Added 490.73%
116,574 $4.18 Million
Q2 2022

Aug 17, 2022
SELL
$37.42 - $43.67 $182 Million - $213 Million
-4,869,890 Reduced 99.6%
19,734 $0
Q2 2022

Aug 16, 2022
BUY
$37.42 - $43.67 $178 Million - $208 Million
4,761,237 Added 3708.5%
4,889,624 $0
Q1 2022

May 16, 2022
SELL
$39.56 - $46.1 $217 Million - $253 Million
-5,488,466 Reduced 97.71%
128,387 $5.51 Million
Q4 2021

Feb 17, 2022
BUY
$42.54 - $45.97 $233 Million - $252 Million
5,488,144 Added 4263.99%
5,616,853 $0
Q2 2021

Aug 17, 2021
BUY
$41.62 - $44.6 $5.36 Million - $5.74 Million
128,709 New
128,709 $5.68 Million

Others Institutions Holding IHDG

# of Institutions
253
Shares Held
47.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

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

Track Castleview Partners, LLC Portfolio

Follow Castleview Partners, 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 Castleview Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castleview Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email