Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares U.S. Consumer Staples Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.65 Billion
Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,674 shares of IYK stock, worth $310,166. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,674

Previous 4,674 -0.0%

Holding current value

$310,166

Previous $329,000 6.99%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$65.27 - $72.12 $3,916 - $4,327	-60 Reduced 1.27%	4,674 $329,000
Q2 2024 Aug 09, 2024	SELL	$64.04 - $68.25 $2,113 - $2,252	-33 Reduced 0.69%	4,734 $311,000
Q1 2024 May 06, 2024	BUY	$65.5 - $197.39 $207,504 - $625,331	3,168 Added 198.12%	4,767 $322,000
Q3 2020 Nov 12, 2020	SELL	$127.97 - $154.59 $14,076 - $17,004	-110 Reduced 6.44%	1,599 $239,000
Q2 2020 Aug 12, 2020	BUY	$104.69 - $132.45 $178,915 - $226,357	1,709 New	1,709 $218,000

Others Institutions Holding IYK

# of Institutions

245

Shares Held

9.64M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares U.S. Consumer Staples Transaction History