Montag A & Associates Inc Ishares U.S. Consumer Staples Transaction History

Montag A & Associates Inc

  • $2.09 Billion
  • Q3 2024

A detailed history of Montag A & Associates Inc transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Montag A & Associates Inc holds 2,700 shares of IYK stock, worth $180,927. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,700
Previous 2,700 -0.0%
Holding current value
$180,927
Previous $177,000 7.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 07, 2024
BUY
$65.5 - $197.39 $117,900 - $355,302
1,800 Added 200.0%
2,700 $182,000
Q4 2022

Feb 02, 2023
SELL
$59.77 - $210.04 $478 - $1,680
-8 Reduced 0.88%
900 $182,000
Q3 2022

Nov 09, 2022
BUY
$59.94 - $207.27 $5,994 - $20,727
100 Added 12.38%
908 $163,000
Q3 2021

Nov 08, 2021
SELL
$179.59 - $188.4 $15,624 - $16,390
-87 Reduced 9.72%
808 $145,000
Q1 2021

May 14, 2021
BUY
$165.4 - $181.87 $1,323 - $1,454
8 Added 0.9%
895 $158,000
Q4 2020

Feb 12, 2021
BUY
$144.79 - $173.41 $128,428 - $153,814
887 New
887 $154,000

Others Institutions Holding IYK

# of Institutions
242
Shares Held
36.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

IYK Quotes by TradingView
  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
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