Stonebridge Financial Planning Group, LLC Ishares U.S. Consumer Staples Transaction History
Stonebridge Financial Planning Group, LLC
- $181 Million
- Q1 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 18,965 shares of IYK stock, worth $1.24 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
18,965
Previous 6,320
200.08%
Holding current value
$1.24 Million
Previous $1.21 Million
5.86%
% of portfolio
0.71%
Previous 0.71%
Shares
18 transactions
Others Institutions Holding IYK
# of Institutions
242Shares Held
10.1MCall Options Held
10.4KPut Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.46MShares$95.7 Million2.48% of portfolio
-
Morgan Stanley New York, NY880KShares$57.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC861KShares$56.4 Million0.03% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6683KShares$44.7 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC597KShares$39.2 Million0.0% of portfolio