Graves Light Lenhart Wealth, Inc. Ishares U.S. Consumer Staples Transaction History

Graves Light Lenhart Wealth, Inc.

$801 Million
Q4 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 4,851 shares of IYK stock, worth $321,912. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,851

Previous 4,851 -0.0%

Holding current value

$321,912

Previous $342,000 7.02%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$65.5 - $197.39 $211,827 - $638,359	3,234 Added 200.0%	4,851 $328,000
Q2 2023 Aug 14, 2023	SELL	$194.31 - $207.61 $116,586 - $124,566	-600 Reduced 27.06%	1,617 $323,000
Q2 2019 May 10, 2024	BUY	$115.24 - $123.53 $69,144 - $74,118	600 Added 37.11%	2,217 $269,000
Q1 2019 May 10, 2024	BUY	$104.87 - $119.45 $62,922 - $71,670	600 Added 37.11%	2,217 $264,000
Q4 2018 Jan 28, 2019	BUY	$102.26 - $119.46 $226,710 - $264,842	2,217 New	2,217 $236,000

Others Institutions Holding IYK

# of Institutions

244

Shares Held

9.65M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

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Graves Light Lenhart Wealth, Inc. Ishares U.S. Consumer Staples Transaction History