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

Horizon Family Wealth, Inc.

$132 Million
Q3 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 6,527 shares of IYC stock, worth $639,254. This represents 0.43% of its overall portfolio holdings.

Number of Shares

6,527

Previous 6,556 0.44%

Holding current value

$639,254

Previous $532,000 7.71%

% of portfolio

0.43%

Previous 0.42%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$76.12 - $88.31 $2,207 - $2,560	-29 Reduced 0.44%	6,527 $573,000
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

230

Shares Held

7.01M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

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