A detailed history of Angeles Wealth Management, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 342 shares of IYK stock, worth $23,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares
342
Previous 561 39.04%
Holding current value
$23,615
Previous $37,000 40.54%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$64.04 - $68.25 $14,024 - $14,946
-219 Reduced 39.04%
342 $22,000
Q1 2024

May 08, 2024

BUY
$65.5 - $197.39 $24,497 - $73,823
374 Added 200.0%
561 $37,000
Q4 2023

Feb 13, 2024

BUY
$178.71 - $194.11 $33,418 - $36,298
187 New
187 $35,000

Others Institutions Holding IYK

About ISHARES U.S. CONSUMER STAPLES


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

Track Angeles Wealth Management, LLC Portfolio

Follow Angeles Wealth Management, LLC 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 Angeles Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Wealth Management, LLC with notifications on news.