Purchases and Sales Made in Q1 2023 in Ishares U.S. Consumer Staples (IYK)

IYK Quotes by TradingView

This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q1 2023. 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
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3
+ 0.45%
$571 - $614
674 $45.2K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
3
+ 0.51%
$571 - $614
588 $39.4K
May 02, 2023 Q1 2023
Sym Financial Corp

BUY
 -
2
+ 0.48%
$381 - $409
420 $28.1K
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
1
+ 0.09%
$190 - $205
1.09K $73.2K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
1
+ 0.55%
$190 - $205
182 $12.2K
Apr 19, 2023 Q1 2023
Patriot Investment Management Inc.

BUY
 -
1
+ 0.02%
$190 - $205
6.16K $413K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
1
+ 0.88%
$190 - $205
114 $7.64K
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1
+ 0.66%
$190 - $205
153 $10.3K
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1
+ 0.07%
$190 - $205
1.52K $102K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
1
+ 1.28%
$190 - $205
79 $5.29K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-4
- 0.16%
$762 - $819
2.53K $169K
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-5
- 1.11%
$952 - $1.02K
445 $29.8K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

SELL
 -
-10
- 28.57%
$1.9K - $2.05K
25 $1.68K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

SELL
 -
-19
- 8.33%
$3.62K - $3.89K
209 $14K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

SELL
 -
-21
- 0.46%
$4K - $4.3K
4.53K $304K
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-23
- 1.24%
$4.38K - $4.71K
1.83K $122K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

SELL
 -
-28
- 34.15%
$5.33K - $5.73K
54 $3.62K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

SELL
 -
-33
- 1.68%
$6.28K - $6.76K
1.94K $130K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-48
- 2.29%
$9.14K - $9.83K
2.04K $137K
Apr 12, 2023 Q1 2023
National Bank Of Canada

SELL
 -
-68
- 2.39%
$12.9K - $13.9K
2.78K $186K
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

SELL
 -
-74
- 1.13%
$14.1K - $15.2K
6.48K $434K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

SELL
 -
-79
- 5.72%
$15K - $16.2K
1.3K $87.2K
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

SELL
 -
-81
- 79.41%
$15.4K - $16.6K
21 $1.41K
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
SELL
 -
-84
Closed
$16K - $17.2K
0 $0
Apr 25, 2023 Q1 2023
First Merchants Corp

SELL
 -
-90
- 5.87%
$17.1K - $18.4K
1.44K $96.6K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-90
- 3.99%
$17.1K - $18.4K
2.16K $145K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

SELL
 -
-104
- 5.67%
$19.8K - $21.3K
1.73K $116K
May 15, 2023 Q1 2023
Conservest Capital Advisors, Inc.

SELL
 -
-145
- 0.85%
$27.6K - $29.7K
16.9K $1.13M
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-165
Closed
$31.4K - $33.8K
0 $0
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
SELL
 -
-168
- 3.84%
$32K - $34.4K
4.2K $282K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-191
- 7.97%
$36.4K - $39.1K
2.21K $148K
May 09, 2023 Q1 2023
Lfa Lugano Financial Advisors Sa

SELL
 -
-212
- 2.8%
$40.4K - $43.4K
7.36K $493K
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

SELL
 -
-220
- 1.07%
$41.9K - $45K
20.3K $1.36M
Apr 28, 2023 Q1 2023
Simmons Bank

SELL
 -
-250
- 5.39%
$47.6K - $51.2K
4.39K $294K
Apr 19, 2023 Q1 2023
Calton & Associates, Inc.

SELL
 -
-251
- 2.28%
$47.8K - $51.4K
10.7K $720K
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

SELL
 -
-258
- 18.32%
$49.1K - $52.8K
1.15K $77.1K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-272
- 80.0%
$51.8K - $55.7K
68 $4.56K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-287
- 4.59%
$54.7K - $58.8K
5.96K $399K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-288
- 32.43%
$54.8K - $59K
600 $40.2K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

SELL
 -
-316
- 5.97%
$60.2K - $64.7K
4.97K $333K
May 12, 2023 Q1 2023
Millington Financial Advisors, LLC

Naperville, IL
SELL
 -
-329
- 1.92%
$62.7K - $67.4K
16.8K $1.13M
May 11, 2023 Q1 2023
Citigroup Inc

SELL
 -
-348
- 7.72%
$66.3K - $71.2K
4.16K $279K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

SELL
 -
-376
- 11.32%
$71.6K - $77K
2.95K $197K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

SELL
 -
-380
- 6.17%
$72.4K - $77.8K
5.78K $387K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
SELL
 -
-422
- 8.71%
$80.4K - $86.4K
4.42K $296K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-434
- 11.46%
$82.6K - $88.9K
3.35K $225K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-442
- 6.0%
$84.2K - $90.5K
6.93K $464K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-520
- 30.52%
$99K - $106K
1.18K $79.3K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-619
Closed
$118K - $127K
0 $0

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