West Branch Capital LLC Ishares U.S. Consumer Staples Transaction History

West Branch Capital LLC

$274 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 24, 2022	SELL	$179.86 - $200.18 $16,187 - $18,016	-90 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$175.59 - $184.13 $15,803 - $16,571	90 New	90 $16,000

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

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