Beacon Financial Advisory LLC Ishares U.S. Consumer Staples Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 2024
A detailed history of Beacon Financial Advisory LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,192 shares of IYK stock, worth $340,283. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,192
Previous 2,548
103.77%
Holding current value
$340,283
Previous $488,000
28.07%
% of portfolio
0.18%
Previous 0.24%
Shares
15 transactions
Others Institutions Holding IYK
# of Institutions
242Shares Held
10.1MCall Options Held
10.4KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.46MShares$95.7 Million2.48% of portfolio
-
Morgan Stanley New York, NY880KShares$57.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC861KShares$56.4 Million0.03% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6683KShares$44.7 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC597KShares$39.2 Million0.0% of portfolio