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

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Liberty Wealth Management LLC holds 10,211 shares of IYK stock, worth $693,837. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,211
Previous 9,630 6.03%
Holding current value
$693,837
Previous $678,000 2.95%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 31, 2025
BUY
$67.65 - $71.68 $39,304 - $41,646
581 Added 6.03%
10,211 $698,000
Q2 2025

Aug 01, 2025
BUY
$67.29 - $72.42 $648,002 - $697,404
9,630 New
9,630 $678,000
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
278
Shares Held
10.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

IYK Quotes by TradingView
  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
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