Charter Oak Capital Management, LLC Ishares U.S. Consumer Staples Transaction History
Charter Oak Capital Management, LLC
- $933 Million
- Q1 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 3,981 shares of IYK stock, worth $260,596. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,981
Previous 1,309
204.13%
Holding current value
$260,596
Previous $250,000
7.6%
% of portfolio
0.03%
Previous 0.03%
Shares
14 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