Graves Light Lenhart Wealth, Inc. Ishares U.S. Consumer Staples Transaction History

Graves Light Lenhart Wealth, Inc.

$810 Million
Q3 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 4,851 shares of IYK stock, worth $320,311. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,851

Previous 4,851 -0.0%

Holding current value

$320,311

Previous $318,000 7.55%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$65.5 - $197.39 $211,827 - $638,359	3,234 Added 200.0%	4,851 $328,000
Q2 2023 Aug 14, 2023	SELL	$194.31 - $207.61 $116,586 - $124,566	-600 Reduced 27.06%	1,617 $323,000
Q2 2019 May 10, 2024	BUY	$115.24 - $123.53 $69,144 - $74,118	600 Added 37.11%	2,217 $269,000
Q1 2019 May 10, 2024	BUY	$104.87 - $119.45 $62,922 - $71,670	600 Added 37.11%	2,217 $264,000
Q4 2018 Jan 28, 2019	BUY	$102.26 - $119.46 $226,710 - $264,842	2,217 New	2,217 $236,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

36.4M

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 Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.

Account

Graves Light Lenhart Wealth, Inc. Ishares U.S. Consumer Staples Transaction History