Sfi Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Sfi Advisors, LLC

$141 Million
Q4 2024

A detailed history of Sfi Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Sfi Advisors, LLC holds 53,486 shares of IYK stock, worth $3.82 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

53,486

Previous 67,644 20.93%

Holding current value

$3.82 Million

Previous $4.77 Million 26.5%

% of portfolio

2.49%

Previous 3.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$65.32 - $70.92 $924,800 - $1 Million	-14,158 Reduced 20.93%	53,486 $3.51 Million
Q3 2024 Nov 13, 2024	SELL	$65.27 - $72.12 $66,901 - $73,923	-1,025 Reduced 1.49%	67,644 $4.77 Million
Q2 2024 Aug 14, 2024	BUY	$64.04 - $68.25 $95,803 - $102,102	1,496 Added 2.23%	68,669 $4.51 Million
Q1 2024 May 13, 2024	BUY	$65.5 - $197.39 $3.54 Million - $10.7 Million	54,006 Added 410.16%	67,173 $4.54 Million
Q4 2023 Jan 30, 2024	SELL	$178.71 - $194.11 $780,069 - $847,290	-4,365 Reduced 24.9%	13,167 $2.52 Million
Q3 2023 Oct 30, 2023	BUY	$186.51 - $205.29 $142,866 - $157,252	766 Added 4.57%	17,532 $3.27 Million
Q2 2023 Aug 18, 2023	BUY	$194.31 - $207.61 $1.4 Million - $1.5 Million	7,227 Added 75.76%	16,766 $3.36 Million
Q1 2023 May 15, 2023	BUY	$190.43 - $204.74 $1.82 Million - $1.95 Million	9,539 New	9,539 $1.9 Million

Others Institutions Holding IYK

# of Institutions

260

Shares Held

9.8M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

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