Vertex Planning Partners, LLC Ishares U.S. Consumer Staples Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 3,282 shares of IYK stock, worth $223,011. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,282
Previous 3,368 2.55%
Holding current value
$223,011
Previous $237 Million 5.44%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 18, 2025
SELL
$67.65 - $71.68 $5,817 - $6,164
-86 Reduced 2.55%
3,282 $224 Million
Q1 2025

May 14, 2025
SELL
$63.29 - $71.8 $4,177 - $4,738
-66 Reduced 1.92%
3,368 $241 Million
Q2 2024

Aug 13, 2024
SELL
$64.04 - $68.25 $64 - $68
-1 Reduced 0.03%
3,434 $226 Million
Q1 2024

May 13, 2024
BUY
$65.5 - $197.39 $149,995 - $452,023
2,290 Added 200.0%
3,435 $232 Million
Q4 2023

Feb 14, 2024
BUY
$178.71 - $194.11 $204,622 - $222,255
1,145 New
1,145 $220 Million

Others Institutions Holding IYK

# of Institutions
276
Shares Held
10.6M
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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