A detailed history of Colonial Trust Advisors transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Colonial Trust Advisors holds 567 shares of IYK stock, worth $38,527. This represents 0.0% of its overall portfolio holdings.

Number of Shares
567
Previous 954 40.57%
Holding current value
$38,527
Previous $67,000 43.28%
% of portfolio
0.0%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$67.65 - $71.68 $26,180 - $27,740
-387 Reduced 40.57%
567 $38,000
Q2 2025

Aug 13, 2025

SELL
$67.29 - $72.42 $30,213 - $32,516
-449 Reduced 32.0%
954 $67,000
Q1 2025

May 13, 2025

SELL
$63.29 - $71.8 $2,088 - $2,369
-33 Reduced 2.3%
1,403 $100,000
Q4 2024

Feb 13, 2025

SELL
$65.32 - $70.92 $30,569 - $33,190
-468 Reduced 24.58%
1,436 $94,000
Q3 2024

Nov 12, 2024

SELL
$65.27 - $72.12 $49,539 - $54,739
-759 Reduced 28.5%
1,904 $134,000
Q2 2024

Aug 14, 2024

SELL
$64.04 - $68.25 $17,739 - $18,905
-277 Reduced 9.42%
2,663 $175,000
Q1 2024

May 13, 2024

BUY
$65.5 - $197.39 $131,917 - $397,543
2,014 Added 217.49%
2,940 $198,000
Q4 2023

Feb 14, 2024

BUY
$178.71 - $194.11 $12,867 - $13,975
72 Added 8.43%
926 $177,000
Q3 2023

Nov 13, 2023

BUY
$186.51 - $205.29 $18,837 - $20,734
101 Added 13.41%
854 $159,000
Q4 2022

Feb 14, 2023

BUY
$59.77 - $210.04 $45,006 - $158,160
753 New
753 $152,000

Others Institutions Holding IYK

About ISHARES U.S. CONSUMER STAPLES


  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
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