Woodley Farra Manion Portfolio Management Inc Ishares U.S. Consumer Staples Transaction History

Woodley Farra Manion Portfolio Management Inc

$2.1 Billion
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 05, 2020	SELL	$127.97 - $154.59 $2,431 - $2,937	-19 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$93.41 - $139.81 $373 - $559	4 Added 26.67%	19 $2,000
Q4 2019 Feb 14, 2020	BUY	$123.25 - $133.8 $1,848 - $2,007	15 New	15 $2,000

Others Institutions Holding IYK

# of Institutions

275

Shares Held

10.9M

Call Options Held

Put Options Held

Pgim Custom Harvest LLC Newark, NJ

1.58M
Shares

$107 Million
2.31% of portfolio
Bank Of America Corp Charlotte, NC

962K
Shares

$65 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

920K
Shares

$62.2 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

724K
Shares

$49 Million
0.01% of portfolio
Morgan Stanley New York, NY

649K
Shares

$43.9 Million
0.0% of portfolio

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
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