Great Diamond Partners, LLC Ishares U.S. Consumer Staples Transaction History

Great Diamond Partners, LLC

$429 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 01, 2020	SELL	$93.41 - $139.81 $6,445 - $9,646	-69 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$123.25 - $133.8 $8,504 - $9,232	69 New	69 $9,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

10.1M

Call Options Held

10.4K

Put Options Held

0

Pgim Custom Harvest LLC Newark, NJ

1.46M
Shares

$95.9 Million
2.48% of portfolio
Morgan Stanley New York, NY

880K
Shares

$57.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

861K
Shares

$56.6 Million
0.03% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

683K
Shares

$44.8 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

597K
Shares

$39.2 Million
0.0% of portfolio

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
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