Liberty Wealth Management LLC Ishares U.S. Consumer Staples Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$179.86 - $200.18 $5,755 - $6,405	-32 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$179.59 - $188.4 $5,746 - $6,028	32 New	32 $6,000

Others Institutions Holding IYK

# of Institutions

244

Shares Held

9.64M

Call Options Held

0

Put Options Held

0

Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$96.4 Million
2.12% of portfolio
Lpl Financial LLC Fort Mill, SC

847K
Shares

$55.5 Million
0.03% of portfolio
Morgan Stanley New York, NY

847K
Shares

$55.5 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$51.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

538K
Shares

$35.2 Million
0.0% of portfolio

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
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