A detailed history of Db Wealth Management Group, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 135 shares of IYK stock, worth $9,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares
135
Previous 288 53.13%
Holding current value
$9,046
Previous $53,000 52.83%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$178.71 - $194.11 $27,342 - $29,698
-153 Reduced 53.13%
135 $25,000
Q2 2023

Aug 10, 2023

BUY
$194.31 - $207.61 $26,231 - $28,027
135 Added 88.24%
288 $57,000
Q1 2023

May 12, 2023

BUY
$190.43 - $204.74 $190 - $204
1 Added 0.66%
153 $30,000
Q4 2022

Feb 13, 2023

BUY
$59.77 - $210.04 $9,085 - $31,926
152 New
152 $30,000

Others Institutions Holding IYK

About ISHARES U.S. CONSUMER STAPLES


  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
Track This Portfolio

Track Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, 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 Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.