A detailed history of Ball & CO Wealth Management Inc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Ball & CO Wealth Management Inc. holds 396 shares of IYK stock, worth $28,147. This represents 0.03% of its overall portfolio holdings.

Number of Shares
396
Previous 344 15.12%
Holding current value
$28,147
Previous $22,000 27.27%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

BUY
$63.29 - $71.8 $3,291 - $3,733
52 Added 15.12%
396 $28,000
Q4 2024

Feb 20, 2025

BUY
$65.32 - $70.92 $22,470 - $24,396
344 New
344 $22,000

Others Institutions Holding IYK

About ISHARES U.S. CONSUMER STAPLES


  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
Track This Portfolio

Track Ball & CO Wealth Management Inc. Portfolio

Follow Ball & CO Wealth Management Inc. 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 Ball & CO Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ball & CO Wealth Management Inc. with notifications on news.