Calton & Associates, Inc. Ishares U.S. Consumer Staples Transaction History
Calton & Associates, Inc.
- $211 Million
- Q4 2024
A detailed history of Calton & Associates, Inc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Calton & Associates, Inc. holds 4,794 shares of IYK stock, worth $338,456. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,794
Previous 8,247
41.87%
Holding current value
$338,456
Previous $581,000
45.96%
% of portfolio
0.15%
Previous 0.23%
Shares
20 transactions
Others Institutions Holding IYK
# of Institutions
260Shares Held
9.69MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$104 Million1.9% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN738KShares$52.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC716KShares$50.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY686KShares$48.4 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC574KShares$40.5 Million0.0% of portfolio