Wellington Shields Capital Management, LLC Ishares U.S. Consumer Staples Transaction History

Wellington Shields Capital Management, LLC

$558 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	BUY	$189.45 - $204.68 $417,737 - $451,319	2,205 New	2,205 $442,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

9.58M

Call Options Held

Put Options Held

Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$95.5 Million
2.12% of portfolio
Lpl Financial LLC Fort Mill, SC

847K
Shares

$55 Million
0.03% of portfolio
Morgan Stanley New York, NY

847K
Shares

$55 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$51 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

538K
Shares

$34.9 Million
0.0% of portfolio

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellington Shields Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellington Shields Capital Management, LLC with notifications on news.

Account