49 Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History

49 Wealth Management, LLC

$830 Billion
Q1 2025

A detailed history of 49 Wealth Management, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, 49 Wealth Management, LLC holds 3,839 shares of IYK stock, worth $273,298. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,839

Previous 7,172 46.47%

Holding current value

$273,298

Previous $470 Million 41.59%

% of portfolio

0.03%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$63.29 - $71.8 $210,945 - $239,309	-3,333 Reduced 46.47%	3,839 $275 Million
Q4 2024 Feb 14, 2025	SELL	$65.32 - $70.92 $190,015 - $206,306	-2,909 Reduced 28.86%	7,172 $470 Million
Q3 2024 Nov 12, 2024	SELL	$65.27 - $72.12 $177,664 - $196,310	-2,722 Reduced 21.26%	10,081 $711 Million
Q2 2024 Jul 30, 2024	SELL	$64.04 - $68.25 $7 Million - $7.46 Million	-109,288 Reduced 89.51%	12,803 $836 Million
Q1 2024 May 07, 2024	BUY	$65.5 - $197.39 $5.65 Million - $17 Million	86,213 Added 240.29%	122,091 $8.2 Billion
Q4 2023 May 07, 2024	BUY	$178.71 - $194.11 $6.41 Million - $6.96 Million	35,878 New	35,878 $6.88 Billion

Others Institutions Holding IYK

# of Institutions

274

Shares Held

11.8M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

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49 Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History