Congress Wealth Management LLC Ishares U.S. Consumer Staples Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Congress Wealth Management LLC holds 72,116 shares of IYK stock, worth $5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
72,116
Holding current value
$5 Million
% of portfolio
0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$63.29 - $71.8 $4.56 Million - $5.18 Million
72,116 New
72,116 $5.16 Million
Q4 2022

Feb 02, 2023
BUY
$59.77 - $210.04 $109,438 - $384,583
1,831 New
1,831 $371,000

Others Institutions Holding IYK

# of Institutions
271
Shares Held
11.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

IYK Quotes by TradingView
  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
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