A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 91,332 shares of IYK stock, worth $5.93 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
91,332
Previous 98,116 6.91%
Holding current value
$5.93 Million
Previous $6.45 Million 0.09%
% of portfolio
2.93%
Previous 3.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$65.27 - $72.12 $442,791 - $489,262
-6,784 Reduced 6.91%
91,332 $6.45 Million
Q2 2024

Jul 18, 2024

SELL
$64.04 - $68.25 $103,808 - $110,633
-1,621 Reduced 1.63%
98,116 $6.45 Million
Q1 2024

Apr 15, 2024

BUY
$65.5 - $197.39 $4.26 Million - $12.8 Million
65,037 Added 187.43%
99,737 $6.75 Million
Q4 2023

Jan 18, 2024

SELL
$178.71 - $194.11 $578,484 - $628,334
-3,237 Reduced 8.53%
34,700 $6.65 Million
Q3 2023

Oct 10, 2023

SELL
$186.51 - $205.29 $7,273 - $8,006
-39 Reduced 0.1%
37,937 $7.08 Million
Q2 2023

Jul 13, 2023

BUY
$194.31 - $207.61 $126,107 - $134,738
649 Added 1.74%
37,976 $7.61 Million
Q1 2023

Apr 10, 2023

BUY
$190.43 - $204.74 $1.79 Million - $1.92 Million
9,397 Added 33.64%
37,327 $7.44 Million
Q4 2022

Jan 19, 2023

BUY
$59.77 - $210.04 $760,573 - $2.67 Million
12,725 Added 83.69%
27,930 $0
Q3 2022

Oct 17, 2022

BUY
$59.94 - $207.27 $444,455 - $1.54 Million
7,415 Added 95.19%
15,205 $2.73 Million
Q2 2022

Jul 18, 2022

BUY
$185.26 - $213.41 $1.44 Million - $1.66 Million
7,790 New
7,790 $1.52 Million

Others Institutions Holding IYK

About ISHARES U.S. CONSUMER STAPLES


  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
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