Castle Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History

Castle Wealth Management LLC

  • $214 Million
  • Q3 2025

A detailed history of Castle Wealth Management LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 7,252 shares of IWB stock, worth $2.67 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
7,252
Previous 7,282 0.41%
Holding current value
$2.67 Million
Previous $2.47 Million 7.2%
% of portfolio
1.24%
Previous 1.29%

Shares

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

Oct 31, 2025
SELL
$339.37 - $366.46 $10,181 - $10,993
-30 Reduced 0.41%
7,252 $2.65 Million
Q2 2024

Jul 22, 2024
SELL
$272.21 - $298.72 $5,444 - $5,974
-20 Reduced 0.27%
7,282 $2.17 Million
Q2 2023

Jul 17, 2023
SELL
$221.85 - $243.74 $21,297 - $23,399
-96 Reduced 1.3%
7,302 $1.78 Million
Q1 2023

May 04, 2023
SELL
$208.78 - $230.55 $8,768 - $9,683
-42 Reduced 0.56%
7,398 $1.67 Million
Q2 2022

Aug 01, 2022
BUY
$201.03 - $253.2 $1.5 Million - $1.88 Million
7,440 New
7,440 $1.55 Million

Others Institutions Holding IWB

# of Institutions
1,627
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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