Accel Wealth Management Ishares U.S. Consumer Staples Transaction History

Accel Wealth Management

$263 Million
Q3 2024

A detailed history of Accel Wealth Management transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Accel Wealth Management holds 11,444 shares of IYK stock, worth $755,647. This represents 0.31% of its overall portfolio holdings.

Number of Shares

11,444

Previous 8,442 35.56%

Holding current value

$755,647

Previous $555,000 45.41%

% of portfolio

0.31%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$65.27 - $72.12 $195,940 - $216,504	3,002 Added 35.56%	11,444 $807,000
Q2 2024 Jul 12, 2024	BUY	$64.04 - $68.25 $5,891 - $6,279	92 Added 1.1%	8,442 $555,000
Q1 2024 Apr 19, 2024	BUY	$65.5 - $197.39 $360,119 - $1.09 Million	5,498 Added 192.78%	8,350 $564,000
Q4 2023 Jan 18, 2024	SELL	$178.71 - $194.11 $26,449 - $28,728	-148 Reduced 4.93%	2,852 $546,000
Q3 2023 Oct 19, 2023	BUY	$186.51 - $205.29 $136,711 - $150,477	733 Added 32.33%	3,000 $559,000
Q2 2023 Jul 24, 2023	SELL	$194.31 - $207.61 $18,459 - $19,722	-95 Reduced 4.02%	2,267 $454,000
Q1 2023 Apr 20, 2023	BUY	$190.43 - $204.74 $110,068 - $118,339	578 Added 32.4%	2,362 $470,000
Q4 2022 Jan 26, 2023	BUY	$59.77 - $210.04 $93,181 - $327,452	1,559 Added 692.89%	1,784 $0
Q2 2021 Aug 03, 2021	BUY	$175.59 - $184.13 $30,728 - $32,222	175 Added 350.0%	225 $41,000
Q1 2021 May 10, 2021	BUY	$165.4 - $181.87 $8,270 - $9,093	50 New	50 $9,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

36.4M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management Ishares U.S. Consumer Staples Transaction History