Purchases and Sales Made in Q1 2021 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES U.S. CONSUMER STAPLES .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
28.3K+ 77.12% |
$4.69M - $5.15M
|
65.1K
$4.59M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.6KNew |
$4.06M - $4.47M
|
24.6K
$1.73M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 50.29% |
$3.37M - $3.7M
|
60.9K
$4.29M
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
14.2K+ 653.89% |
$2.35M - $2.59M
|
16.4K
$1.16M
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$1.78M - $1.95M
|
10.7K
$756K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
10.1KNew |
$1.67M - $1.83M
|
10.1K
$711K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.23K+ 12.1% |
$1.36M - $1.5M
|
76.3K
$5.38M
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.83K+ 639.18% |
$1.3M - $1.42M
|
9.06K
$638K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
6.05KNew |
$1M - $1.1M
|
6.05K
$426K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.27K+ 13.16% |
$706K - $776K
|
36.7K
$2.59M
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.74K+ 8892.86% |
$618K - $679K
|
3.78K
$266K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.99K+ 91.55% |
$495K - $544K
|
6.26K
$441K
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.84KNew |
$470K - $516K
|
2.84K
$200K
|
|
May 13, 2021
Q1 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.77KNew |
$457K - $503K
|
2.77K
$195K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.44KNew |
$404K - $444K
|
2.44K
$172K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
1.84K+ 17.72% |
$304K - $334K
|
12.2K
$860K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72KNew |
$284K - $312K
|
1.72K
$121K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.61K+ 5.75% |
$267K - $293K
|
29.6K
$2.09M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.53K+ 7.12% |
$253K - $278K
|
23K
$1.62M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 1692.22% |
$252K - $277K
|
1.61K
$114K
|
|
May 10, 2021
Q1 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
1.5KNew |
$248K - $273K
|
1.5K
$106K
|
|
Jan 03, 2023
Q1 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.37KNew |
$226K - $249K
|
1.37K
$96.5K
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.35KNew |
$223K - $245K
|
1.35K
$95K
|
|
Apr 26, 2021
Q1 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$200K - $220K
|
1.21K
$85.4K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.08K+ 134.38% |
$178K - $196K
|
1.88K
$132K
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
860New |
$142K - $156K
|
860
$60.6K
|
|
May 06, 2021
Q1 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
780+ 2.79% |
$129K - $142K
|
28.8K
$2.03M
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
773+ 20.98% |
$128K - $141K
|
4.46K
$314K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
770New |
$127K - $140K
|
770
$54.3K
|
|
Apr 16, 2021
Q1 2021
|
Steph & CO
|
BUY
|
- |
510New |
$84.4K - $92.8K
|
510
$35.9K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$82.7K - $90.9K
|
500
$35.2K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
447+ 19.04% |
$73.9K - $81.3K
|
2.8K
$197K
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
398New |
$65.8K - $72.4K
|
398
$28.1K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
327+ 4.94% |
$54.1K - $59.5K
|
6.95K
$489K
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
325+ 1.16% |
$53.8K - $59.1K
|
28.4K
$2M
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
267+ 14.74% |
$44.2K - $48.6K
|
2.08K
$146K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
252+ 16.54% |
$41.7K - $45.8K
|
1.78K
$125K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
248New |
$41K - $45.1K
|
248
$17.5K
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
233+ 5.14% |
$38.5K - $42.4K
|
4.76K
$336K
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
BUY
|
- |
148+ 12.05% |
$24.5K - $26.9K
|
1.38K
$97K
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
136+ 1.58% |
$22.5K - $24.7K
|
8.76K
$617K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
119New |
$19.7K - $21.6K
|
119
$8.39K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90New |
$14.9K - $16.4K
|
90
$6.34K
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
86+ 1.25% |
$14.2K - $15.6K
|
6.94K
$489K
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
60+ 13.33% |
$9.92K - $10.9K
|
510
$35.9K
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
58+ 1.19% |
$9.59K - $10.5K
|
4.95K
$349K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
50New |
$8.27K - $9.09K
|
50
$3.52K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
41+ 0.61% |
$6.78K - $7.46K
|
6.76K
$476K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38+ 82.61% |
$6.29K - $6.91K
|
84
$5.92K
|
|
Apr 29, 2021
Q1 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
24+ 1.77% |
$3.97K - $4.36K
|
1.38K
$97.3K
|