Outlook Wealth Advisors, LLC Ishares U.S. Consumer Discreti Transaction History

Outlook Wealth Advisors, LLC

$285 Million
Q1 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 9,845 shares of IYC stock, worth $811,917. This represents 0.28% of its overall portfolio holdings.

Number of Shares

9,845

Holding current value

$811,917

% of portfolio

0.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$73.41 - $82.04 $722,721 - $807,683	9,845 New	9,845 $806,000
Q2 2022 Jul 28, 2022	BUY	N/A	10 Added 0.09%	10,915 $620,000
Q1 2022 Jul 28, 2022	BUY	N/A	61 Added 0.56%	10,905 $819,000
Q1 2022 May 13, 2022	SELL	N/A	-633 Reduced 5.52%	10,844 $814,000
Q4 2021 Jan 21, 2022	SELL	N/A	-680 Reduced 5.59%	11,477 $964,000

Q3 2021 Oct 22, 2021	SELL	N/A	-687 Reduced 5.35%	12,157 $940,000
Q2 2021 Jul 21, 2021	BUY	N/A	12,844 New	12,844 $997,000
Q1 2020 Apr 16, 2020	SELL	N/A	-3,893 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	N/A	-4,093 Reduced 51.25%	3,893 $889,000
Q3 2019 Oct 17, 2019	BUY	N/A	2,358 Added 41.9%	7,986 $1.74 Million
Q2 2019 Aug 15, 2019	BUY	N/A	1,590 Added 39.38%	5,628 $1.23 Million
Q1 2019 May 06, 2019	BUY	N/A	3,185 Added 373.39%	4,038 $825,000
Q4 2018 Feb 13, 2019	BUY	N/A	853 New	853 $1.54 Million

Others Institutions Holding IYC

# of Institutions

231

Shares Held

6.37M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

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Outlook Wealth Advisors, LLC Ishares U.S. Consumer Discreti Transaction History