New Insight Wealth Advisors Ishares U.S. Consumer Staples Transaction History
New Insight Wealth Advisors
- $170 Billion
- Q2 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 7,429 shares of IYK stock, worth $523,595. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,429
Previous 6,309
17.75%
Holding current value
$523,595
Previous $427 Million
14.48%
% of portfolio
0.29%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding IYK
# of Institutions
245Shares Held
8.94MCall Options Held
6.2KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.48MShares$104 Million2.2% of portfolio
-
Morgan Stanley New York, NY870KShares$61.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC810KShares$57.1 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$39.2 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO539KShares$38 Million0.04% of portfolio