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

Epg Wealth Management LLC

$359 Billion
Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Epg Wealth Management LLC holds 45 shares of IYK stock, worth $3,143. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 45 -0.0%

Holding current value

$3,143

Previous $2.95 Million 9.11%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$65.27 - $72.12 $2,937 - $3,245	45 New	45 $3.18 Million
Q2 2024 Aug 13, 2024	SELL	$64.04 - $68.25 $2,881 - $3,071	-45 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$65.5 - $197.39 $1,965 - $5,921	30 Added 200.0%	45 $3,000
Q3 2022 Nov 15, 2022	BUY	$59.94 - $207.27 $899 - $3,109	15 New	15 $3,000
Q2 2022 Aug 15, 2022	SELL	$185.26 - $213.41 $2,778 - $3,201	-15 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$179.59 - $188.4 $2,693 - $2,826	15 New	15 $3,000
Q2 2020 Aug 06, 2020	SELL	$104.69 - $132.45 $4,082 - $5,165	-39 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$93.41 - $139.81 $2,241 - $3,355	24 Added 160.0%	39 $5,000
Q4 2019 Feb 14, 2020	BUY	$123.25 - $133.8 $1,848 - $2,007	15 New	15 $2,000

Others Institutions Holding IYK

# of Institutions

273

Shares Held

11.7M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Account

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