Accel Wealth Management Ishares U.S. Consumer Staples Transaction History

Accel Wealth Management

$257 Million
Q4 2024

A detailed history of Accel Wealth Management transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Accel Wealth Management holds 11,846 shares of IYK stock, worth $776,386. This represents 0.3% of its overall portfolio holdings.

Number of Shares

11,846

Previous 11,444 3.51%

Holding current value

$776,386

Previous $807,000 3.84%

% of portfolio

0.3%

Previous 0.31%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$65.32 - $70.92 $26,258 - $28,509	402 Added 3.51%	11,846 $776,000
Q3 2024 Oct 15, 2024	BUY	$65.27 - $72.12 $195,940 - $216,504	3,002 Added 35.56%	11,444 $807,000
Q2 2024 Jul 12, 2024	BUY	$64.04 - $68.25 $5,891 - $6,279	92 Added 1.1%	8,442 $555,000
Q1 2024 Apr 19, 2024	BUY	$65.5 - $197.39 $360,119 - $1.09 Million	5,498 Added 192.78%	8,350 $564,000
Q4 2023 Jan 18, 2024	SELL	$178.71 - $194.11 $26,449 - $28,728	-148 Reduced 4.93%	2,852 $546,000
Q3 2023 Oct 19, 2023	BUY	$186.51 - $205.29 $136,711 - $150,477	733 Added 32.33%	3,000 $559,000
Q2 2023 Jul 24, 2023	SELL	$194.31 - $207.61 $18,459 - $19,722	-95 Reduced 4.02%	2,267 $454,000
Q1 2023 Apr 20, 2023	BUY	$190.43 - $204.74 $110,068 - $118,339	578 Added 32.4%	2,362 $470,000
Q4 2022 Jan 26, 2023	BUY	$59.77 - $210.04 $93,181 - $327,452	1,559 Added 692.89%	1,784 $0
Q2 2021 Aug 03, 2021	BUY	$175.59 - $184.13 $30,728 - $32,222	175 Added 350.0%	225 $41,000
Q1 2021 May 10, 2021	BUY	$165.4 - $181.87 $8,270 - $9,093	50 New	50 $9,000

Others Institutions Holding IYK

# of Institutions

244

Shares Held

9.64M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

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Accel Wealth Management Ishares U.S. Consumer Staples Transaction History