Optimum Investment Advisors Ishares U.S. Consumer Staples Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 15, 2021	SELL	$165.4 - $181.87 $2,315 - $2,546	-14 Reduced 87.5%	2 $0
Q4 2020 Jan 21, 2021	BUY	$144.79 - $173.41 $2,316 - $2,774	16 New	16 $3,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

36.4M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

26.9M
Shares

$1.85 Billion
1.16% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$101 Million
2.12% of portfolio
Lpl Financial LLC Fort Mill, SC

847K
Shares

$58.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

847K
Shares

$58.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$54 Million
0.01% of portfolio

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
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