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

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 2024

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 $546,896. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,584
Previous 5,584 -0.0%
Holding current value
$546,896
Previous $453,000 8.39%
% of portfolio
0.14%
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
230
Shares Held
7.01M
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
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

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

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email