Castle Rock Wealth Management, LLC Ishares Expanded Tech Software Transaction History

Castle Rock Wealth Management, LLC

  • $409 Million
  • Q3 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 30,025 shares of IGV stock, worth $3.23 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
30,025
Previous 26,263 14.32%
Holding current value
$3.23 Million
Previous $2.88 Million 20.1%
% of portfolio
0.84%
Previous 0.74%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$105.96 - $117.79 $398,621 - $443,125
3,762 Added 14.32%
30,025 $3.45 Million
Q2 2025

Jul 23, 2025
SELL
$80.15 - $109.5 $509,673 - $696,310
-6,359 Reduced 19.49%
26,263 $2.88 Million
Q1 2025

Apr 08, 2025
BUY
$88.3 - $107.83 $2.88 Million - $3.52 Million
32,622 New
32,622 $2.93 Million

Others Institutions Holding IGV

# of Institutions
761
Shares Held
56.2M
Call Options Held
3.07M
Put Options Held
6.16M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

IGV Quotes by TradingView
  • Ticker IGV
  • Sector ETFs
  • Industry ETFs
More about IGV
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