Novak & Powell Financial Services, Inc. Ishares U.S. Consumer Staples Transaction History

Novak & Powell Financial Services, Inc.

  • $168 Billion
  • Q4 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 5,804 shares of IYK stock, worth $411,793. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,804
Previous 3,401 70.66%
Holding current value
$411,793
Previous $240 Million 58.61%
% of portfolio
0.23%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$65.32 - $70.92 $156,963 - $170,420
2,403 Added 70.66%
5,804 $381 Million
Q2 2024

Aug 15, 2024
BUY
$64.04 - $68.25 $217,800 - $232,118
3,401 New
3,401 $224 Million
Q4 2023

Feb 21, 2024
BUY
$178.71 - $194.11 $210,520 - $228,661
1,178 New
1,178 $229 Million

Others Institutions Holding IYK

# of Institutions
260
Shares Held
9.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

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