Retirement Planning Group Ishares U.S. Consumer Staples Transaction History

Retirement Planning Group

$1.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	BUY	$186.51 - $205.29 $31,893 - $35,104	171 Added 6.71%	2,718 $506,000
Q2 2023 Jul 24, 2023	BUY	$194.31 - $207.61 $494,907 - $528,782	2,547 New	2,547 $510,000

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

$1.8 Billion
1.16% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$98.6 Million
2.12% of portfolio
Lpl Financial LLC Fort Mill, SC

847K
Shares

$56.8 Million
0.03% of portfolio
Morgan Stanley New York, NY

847K
Shares

$56.8 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$52.6 Million
0.01% of portfolio

About ISHARES U.S. CONSUMER STAPLES

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