New Insight Wealth Advisors Ishares U.S. Consumer Staples Transaction History
New Insight Wealth Advisors
- $170 Billion
- Q2 2024
A detailed history of New Insight Wealth Advisors transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, New Insight Wealth Advisors holds 7,429 shares of IYK stock, worth $507,549. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,429
Previous 6,309
17.75%
Holding current value
$507,549
Previous $427 Million
14.48%
% of portfolio
0.29%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding IYK
# of Institutions
238Shares Held
35.7MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL26.9MShares$1.84 Billion1.16% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.48MShares$101 Million2.2% of portfolio
-
Morgan Stanley New York, NY870KShares$59.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC810KShares$55.3 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC556KShares$38 Million0.0% of portfolio