Calton & Associates, Inc. Ishares U.S. Consumer Staples Transaction History
Calton & Associates, Inc.
- $204 Million
- Q1 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 9,466 shares of IYK stock, worth $619,644. This represents 0.31% of its overall portfolio holdings.
Number of Shares
9,466
Previous 3,636
160.34%
Holding current value
$619,644
Previous $697,000
8.18%
% of portfolio
0.31%
Previous 0.28%
Shares
16 transactions
Others Institutions Holding IYK
# of Institutions
241Shares Held
10.1MCall Options Held
10.4KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.46MShares$95.6 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$39.1 Million0.0% of portfolio