Vertex Planning Partners, LLC Ishares U.S. Consumer Staples Transaction History

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,434 shares of IYK stock, worth $235,263. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,434
Previous 3,434 -0.0%
Holding current value
$235,263
Previous $242 Million 7.06%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$64.04 - $68.25 $64 - $68
-1 Reduced 0.03%
3,434 $226 Million
Q1 2024

May 13, 2024
BUY
$65.5 - $197.39 $149,995 - $452,023
2,290 Added 200.0%
3,435 $232 Million
Q4 2023

Feb 14, 2024
BUY
$178.71 - $194.11 $204,622 - $222,255
1,145 New
1,145 $220 Million

Others Institutions Holding IYK

# of Institutions
260
Shares Held
9.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

IYK Quotes by TradingView
  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
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