Castle Rock Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024

A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 1,698 shares of IUSG stock, worth $247,908. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,698
Previous 1,694 0.24%
Holding current value
$247,908
Previous $215,000 3.72%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 09, 2024
BUY
$116.79 - $133.54 $467 - $534
4 Added 0.24%
1,698 $223,000
Q2 2024

Jul 12, 2024
BUY
$109.98 - $128.59 $186,306 - $217,831
1,694 New
1,694 $215,000
Q2 2022

Jul 13, 2022
SELL
$80.61 - $107.49 $162,267 - $216,377
-2,013 Closed
0 $0
Q1 2022

Apr 25, 2022
BUY
$94.61 - $116.48 $283 - $349
3 Added 0.15%
2,013 $204,000
Q4 2021

Feb 02, 2022
BUY
$101.4 - $117.16 $304 - $351
3 Added 0.15%
2,010 $205,000
Q3 2021

Nov 12, 2021
BUY
$101.41 - $109.45 $202 - $218
2 Added 0.1%
2,007 $230,000
Q2 2021

Aug 13, 2021
BUY
$91.91 - $101.16 $184,279 - $202,825
2,005 New
2,005 $211,000

Others Institutions Holding IUSG

# of Institutions
816
Shares Held
117M
Call Options Held
2.7K
Put Options Held
100
View Full List

About ISHARES CORE S&P U.S GROWTH ET

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

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock 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 Rock Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email