A detailed history of Montag A & Associates Inc transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Montag A & Associates Inc holds 696 shares of IYC stock, worth $67,393. This represents 0.0% of its overall portfolio holdings.

Number of Shares
696
Previous 696 -0.0%
Holding current value
$67,393
Previous $56,000 8.93%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 02, 2023

SELL
$55.69 - $63.26 $1,392 - $1,581
-25 Reduced 3.47%
696 $39,000
Q3 2022

Nov 09, 2022

BUY
$57.71 - $70.4 $23,084 - $28,160
400 Added 124.61%
721 $42,000
Q1 2021

May 14, 2021

BUY
$68.94 - $76.22 $1,723 - $1,905
25 Added 8.45%
321 $24,000
Q4 2020

Feb 12, 2021

BUY
$60.62 - $70.5 $17,943 - $20,868
296 New
296 $21,000

Others Institutions Holding IYC

About ISHARES U.S. CONSUMER DISCRETI


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