49 Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History

49 Wealth Management, LLC

$702 Billion
Q4 2024

A detailed history of 49 Wealth Management, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, 49 Wealth Management, LLC holds 7,172 shares of IYK stock, worth $487,050. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,172

Previous 10,081 28.86%

Holding current value

$487,050

Previous $711 Million 33.88%

% of portfolio

0.07%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$65.32 - $70.92 $190,015 - $206,306	-2,909 Reduced 28.86%	7,172 $470 Million
Q3 2024 Nov 12, 2024	SELL	$65.27 - $72.12 $177,664 - $196,310	-2,722 Reduced 21.26%	10,081 $711 Million
Q2 2024 Jul 30, 2024	SELL	$64.04 - $68.25 $7 Million - $7.46 Million	-109,288 Reduced 89.51%	12,803 $836 Million
Q1 2024 May 07, 2024	BUY	$65.5 - $197.39 $5.65 Million - $17 Million	86,213 Added 240.29%	122,091 $8.2 Billion
Q4 2023 May 07, 2024	BUY	$178.71 - $194.11 $6.41 Million - $6.96 Million	35,878 New	35,878 $6.88 Billion

Others Institutions Holding IYK

# of Institutions

259

Shares Held

9.79M

Call Options Held

Put Options Held

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 49 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 49 Wealth Management, LLC with notifications on news.

Account

49 Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History