Bellwether Advisors, LLC IYK Holdings History
Bellwether Advisors, LLC's iShares U.S. Consumer Staples ETF Holding Summary
As of 2025-03-31, Bellwether Advisors, LLC held 8,109.00 shares of iShares U.S. Consumer Staples ETF(IYK), totaling $580,360.00. This investment constitutes 0.12% of their stock portfolio, and Bellwether Advisors, LLC now holds 0.04% of the outstanding iShares U.S. Consumer Staples ETF(IYK) stock.
The initial trade took place in 2023Q3. And since then Bellwether Advisors, LLC has made 4 purchases of IYK, at an average price of $66.57, for a total of 349,940.00 shares. In addition, there have been 3 sales at an average price of $66.31 for 341,831.00 shares. Based on historical transaction data and IYK's current price of $70.40, Bellwether Advisors, LLC's estimated gain on his IYK holdings is $-58,870.00, reflecting a -0.25% gain to date.
Bellwether Advisors, LLC IYK ($70.40) Holding Chart
Bellwether Advisors, LLC IYK ($70.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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