New Insight Wealth Advisors Ishares U.S. Consumer Staples Transaction History
New Insight Wealth Advisors
- $190 Billion
- Q3 2024
A detailed history of New Insight Wealth Advisors transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, New Insight Wealth Advisors holds 7,735 shares of IYK stock, worth $506,951. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,735
Previous 7,429
4.12%
Holding current value
$506,951
Previous $488 Million
11.75%
% of portfolio
0.29%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding IYK
# of Institutions
243Shares Held
9.63MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$96.4 Million2.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC847KShares$55.5 Million0.03% of portfolio
-
Morgan Stanley New York, NY847KShares$55.5 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$51.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC538KShares$35.2 Million0.0% of portfolio