Bogart Wealth, LLC Ishares U.S. Consumer Staples Transaction History

Bogart Wealth, LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Bogart Wealth, LLC holds 12 shares of IYK stock, worth $855. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12
Previous 12 -0.0%
Holding current value
$855
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2024
BUY
$64.04 - $68.25 $768 - $819
12 New
12 $0
Q2 2023

Jul 28, 2023
SELL
$194.31 - $207.61 $8,743 - $9,342
-45 Reduced 83.33%
9 $1,000
Q1 2023

Apr 21, 2023
SELL
$190.43 - $204.74 $5,332 - $5,732
-28 Reduced 34.15%
54 $10,000
Q4 2021

Jan 19, 2022
BUY
$179.86 - $200.18 $14,748 - $16,414
82 New
82 $16,000

Others Institutions Holding IYK

# of Institutions
272
Shares Held
11.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

IYK Quotes by TradingView
  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

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

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email