Canvas Wealth Advisors, LLC Ishares U.S. Consumer Discreti Transaction History

Canvas Wealth Advisors, LLC

  • $398 Million
  • Q1 2025

A detailed history of Canvas Wealth Advisors, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 5,584 shares of IYC stock, worth $539,861. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,584
Previous 5,584 -0.0%
Holding current value
$539,861
Previous $536,000 8.02%
% of portfolio
0.12%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
SELL
$66.15 - $73.83 $3,307 - $3,691
-50 Reduced 0.89%
5,584 $373,000
Q1 2023

Apr 28, 2023
SELL
$56.77 - $67.68 $114,675 - $136,713
-2,020 Reduced 26.39%
5,634 $364,000
Q3 2022

Oct 28, 2022
SELL
$57.71 - $70.4 $37,511 - $45,760
-650 Reduced 7.83%
7,654 $471,000
Q2 2022

Jul 25, 2022
SELL
$55.58 - $76.32 $17,340 - $23,811
-312 Reduced 3.62%
8,304 $471,000
Q4 2021

Jan 19, 2022
SELL
$77.31 - $86.98 $309 - $347
-4 Reduced 0.05%
8,616 $724,000
Q1 2021

Apr 26, 2021
BUY
$68.94 - $76.22 $594,262 - $657,016
8,620 New
8,620 $669,000

Others Institutions Holding IYC

# of Institutions
265
Shares Held
9.82M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
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