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

Epg Wealth Management LLC

  • $401 Million
  • Q1 2024

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 $2,949. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 15 200.0%
Holding current value
$2,949
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$189.29 - $207.27 $2,839 - $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
242
Shares Held
10.1M
Call Options Held
10.4K
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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