Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023

BUY
$59.77 - $210.04 $6,395 - $22,474
107 Added 100.0%
214 $43,000
Q3 2021

Nov 10, 2021

SELL
$179.59 - $188.4 $718 - $753
-4 Reduced 3.6%
107 $19,000
Q2 2021

Aug 11, 2021

SELL
$175.59 - $184.13 $1,404 - $1,473
-8 Reduced 6.72%
111 $20,000
Q1 2021

Jul 16, 2021

BUY
$165.4 - $181.87 $19,682 - $21,642
119 New
119 $21,000

Others Institutions Holding IYK

About ISHARES U.S. CONSUMER STAPLES


  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.