Castle Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History
Castle Wealth Management LLC
- $189 Million
- Q3 2024
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 7,282 shares of IWB stock, worth $2.41 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
7,282
Previous 7,282
-0.0%
Holding current value
$2.41 Million
Previous $2.17 Million
5.68%
% of portfolio
1.21%
Previous 1.28%
Shares
4 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.3MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.07 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$932 Million0.07% of portfolio