Zhang Financial LLC Ishares U.S. Consumer Discreti Transaction History

Zhang Financial LLC

$1.73 Billion
Q4 2024

A detailed history of Zhang Financial LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Zhang Financial LLC holds 2,210 shares of IYC stock, worth $216,491. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,210

Holding current value

$216,491

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 16, 2025	BUY	$85.96 - $101.28 $189,971 - $223,828	2,210 New	2,210 $212,000

Others Institutions Holding IYC

# of Institutions

236

Shares Held

7.03M

Call Options Held

Put Options Held

Pgim Custom Harvest LLC Newark, NJ

874K
Shares

$85.6 Million
1.57% of portfolio
Morgan Stanley New York, NY

821K
Shares

$80.4 Million
0.01% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

817K
Shares

$80 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

708K
Shares

$69.4 Million
0.01% of portfolio
Ubs Group Ag

499K
Shares

$48.9 Million
0.01% of portfolio

View Full List

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Zhang Financial LLC with notifications on news.

Account