Horizon Family Wealth, Inc. Ishares U.S. Consumer Discreti Transaction History

Horizon Family Wealth, Inc.

  • $124 Million
  • Q1 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 6,556 shares of IYC stock, worth $538,378. This represents 0.43% of its overall portfolio holdings.

Number of Shares
6,556
Previous 5,228 25.4%
Holding current value
$538,378
Previous $396,000 35.61%
% of portfolio
0.43%
Previous 0.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$73.41 - $82.04 $97,488 - $108,949
1,328 Added 25.4%
6,556 $537,000
Q4 2023

Feb 07, 2024
SELL
$63.1 - $76.8 $3,218 - $3,916
-51 Reduced 0.97%
5,228 $396,000
Q3 2023

Nov 15, 2023
BUY
$66.15 - $73.83 $349,205 - $389,748
5,279 New
5,279 $353,000
Q2 2023

Aug 11, 2023
BUY
$62.69 - $71.17 $326,614 - $370,795
5,210 New
5,210 $370,000

Others Institutions Holding IYC

# of Institutions
231
Shares Held
6.37M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
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