Advisory Alpha, LLC Ishares U.S. Consumer Staples Transaction History

Advisory Alpha, LLC

$2.42 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 18, 2023	SELL	$186.51 - $205.29 $7,460 - $8,211	-40 Reduced 3.49%	1,106 $206,000
Q2 2023 Jul 25, 2023	BUY	$194.31 - $207.61 $222,679 - $237,921	1,146 New	1,146 $229,000

Others Institutions Holding IYK

# of Institutions

241

Shares Held

10.1M

Call Options Held

10.4K

Put Options Held

0

Pgim Custom Harvest LLC Newark, NJ

1.46M
Shares

$96 Million
2.48% of portfolio
Morgan Stanley New York, NY

880K
Shares

$57.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

861K
Shares

$56.6 Million
0.03% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

683K
Shares

$44.9 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

597K
Shares

$39.3 Million
0.0% of portfolio

About ISHARES U.S. CONSUMER STAPLES

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