Castle Rock Wealth Management, LLC Ishares Tr Transaction History

Castle Rock Wealth Management, LLC

  • $409 Million
  • Q3 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 11,226 shares of IYF stock, worth $1.39 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,226
Previous 10,808 3.87%
Holding current value
$1.39 Million
Previous $1.31 Million 8.72%
% of portfolio
0.35%
Previous 0.34%

Shares

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

Oct 16, 2025
BUY
$119.89 - $127.16 $50,114 - $53,152
418 Added 3.87%
11,226 $1.42 Million
Q2 2025

Jul 23, 2025
BUY
$99.23 - $120.99 $1.07 Million - $1.31 Million
10,808 New
10,808 $1.31 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-3,153 Closed
0 $0
Q1 2018

May 14, 2018
BUY
N/A
846 Added 36.67%
3,153 $371,000
Q4 2017

Feb 08, 2018
BUY
N/A
2,307
2,307 $276,000

Others Institutions Holding IYF

# of Institutions
508
Shares Held
20M
Call Options Held
18.2K
Put Options Held
44.1K
View Full List

About ISHARES TR

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