Wealth Care Investment Partners, LLC Ishares U.S. Consumer Staples Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 68,202 shares of IYK stock, worth $4.67 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
68,202
Previous 91,332
25.33%
Holding current value
$4.67 Million
Previous $6.45 Million
30.6%
% of portfolio
2.05%
Previous 2.93%
Shares
11 transactions
Others Institutions Holding IYK
# of Institutions
252Shares Held
9.66MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$101 Million1.9% of portfolio
-
Morgan Stanley New York, NY847KShares$58 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN738KShares$50.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC716KShares$49 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC574KShares$39.3 Million0.0% of portfolio