Connectus Wealth, LLC Ishares U.S. Consumer Staples Transaction History

Connectus Wealth, LLC

$4.37 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$178.71 - $194.11 $7.12 Million - $7.73 Million	39,835 New	39,835 $7.64 Million
Q4 2022 Feb 07, 2023	BUY	$59.77 - $210.04 $626,389 - $2.2 Million	10,480 New	10,480 $2.13 Million

Others Institutions Holding IYK

# of Institutions

242

Shares Held

36.4M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

26.9M
Shares

$1.8 Billion
1.16% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$98.6 Million
2.12% of portfolio
Lpl Financial LLC Fort Mill, SC

847K
Shares

$56.8 Million
0.03% of portfolio
Morgan Stanley New York, NY

847K
Shares

$56.8 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$52.6 Million
0.01% of portfolio

About ISHARES U.S. CONSUMER STAPLES

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