Wealthspire Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,207 shares of IYK stock, worth $82,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,207

Holding current value

$82,015

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$67.65 - $71.68 $81,653 - $86,517	1,207 New	1,207 $82,000

Others Institutions Holding IYK

# of Institutions

276

Shares Held

10.6M

Call Options Held

Put Options Held

Pgim Custom Harvest LLC Newark, NJ

1.58M
Shares

$107 Million
1.66% of portfolio
Lpl Financial LLC Fort Mill, SC

863K
Shares

$58.7 Million
0.02% of portfolio
Morgan Stanley New York, NY

615K
Shares

$41.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

578K
Shares

$39.3 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

558K
Shares

$37.9 Million
0.01% of portfolio

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

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Wealthspire Advisors, LLC Ishares U.S. Consumer Staples Transaction History