Bellwether Advisors, LLC Ishares U.S. Consumer Staples Transaction History
Bellwether Advisors, LLC
- $507 Million
- Q3 2024
A detailed history of Bellwether Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Bellwether Advisors, LLC holds 180,603 shares of IYK stock, worth $11.9 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
180,603
Previous 125,139
44.32%
Holding current value
$11.9 Million
Previous $8.23 Million
54.92%
% of portfolio
2.51%
Previous 1.8%
Shares
5 transactions
Others Institutions Holding IYK
# of Institutions
242Shares Held
36.4MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL26.9MShares$1.78 Billion1.16% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$97.3 Million2.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC847KShares$56 Million0.03% of portfolio
-
Morgan Stanley New York, NY847KShares$56 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$51.9 Million0.01% of portfolio