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

Wespac Advisors, LLC

$131 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$175.59 - $184.13 $263,385 - $276,195	-1,500 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$165.4 - $181.87 $248,100 - $272,805	1,500 New	1,500 $265,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

36.4M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

26.9M
Shares

$1.77 Billion
1.16% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$97.2 Million
2.12% of portfolio
Lpl Financial LLC Fort Mill, SC

847K
Shares

$56 Million
0.03% of portfolio
Morgan Stanley New York, NY

847K
Shares

$55.9 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$51.9 Million
0.01% of portfolio

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors, LLC with notifications on news.