Purchases and Sales Made in Q1 2024 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q1 2024. 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 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
968K+ 196.31% |
$63.4M - $191M
|
1.46M
$97.9M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
683KNew |
$44.7M - $135M
|
683K
$45.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
591K+ 218.4% |
$38.7M - $117M
|
861K
$57.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
525K+ 148.38% |
$34.4M - $104M
|
880K
$58.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
525K+ 148.38% |
$34.4M - $104M
|
880K
$58.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
385K+ 181.34% |
$25.2M - $76M
|
597K
$40M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
372K+ 206.81% |
$24.4M - $73.5M
|
552K
$37M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
304K+ 185.27% |
$19.9M - $60M
|
468K
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
264K+ 229.57% |
$17.3M - $52.2M
|
379K
$25.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
178K+ 143.69% |
$11.6M - $35.1M
|
301K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
158K+ 223.92% |
$10.4M - $31.3M
|
229K
$15.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
156K+ 213.33% |
$10.2M - $30.8M
|
229K
$15.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 213.47% |
$9.66M - $29.1M
|
217K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
146K+ 362.38% |
$9.54M - $28.7M
|
186K
$12.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
113K+ 596.3% |
$7.38M - $22.2M
|
132K
$8.81M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99.3K+ 178.22% |
$6.51M - $19.6M
|
155K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
86.2K+ 240.29% |
$5.65M - $17M
|
122K
$8.18M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
81.5K+ 221.58% |
$5.34M - $16.1M
|
118K
$7.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
65K+ 187.43% |
$4.26M - $12.8M
|
99.7K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.8K+ 111.05% |
$4.18M - $12.6M
|
121K
$8.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.8K+ 213.92% |
$4.05M - $12.2M
|
90.6K
$6.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
58.7KNew |
$3.84M - $11.6M
|
58.7K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
54K+ 410.16% |
$3.54M - $10.7M
|
67.2K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
52.6K+ 200.0% |
$3.44M - $10.4M
|
78.8K
$5.28M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
41.9K+ 251.72% |
$2.75M - $8.28M
|
58.6K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.6K+ 1886.28% |
$2.33M - $7.03M
|
37.5K
$2.51M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
32.1K+ 196.05% |
$2.1M - $6.34M
|
48.5K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.7K+ 96.15% |
$2.08M - $6.27M
|
64.8K
$4.34M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
30.1K+ 198.35% |
$1.97M - $5.94M
|
45.3K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.1K+ 209.15% |
$1.91M - $5.75M
|
43K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
28.8K+ 233.23% |
$1.89M - $5.68M
|
41.1K
$2.76M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.7K+ 204.3% |
$1.88M - $5.66M
|
42.7K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.4K+ 622.73% |
$1.79M - $5.41M
|
31.8K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.2K+ 103.52% |
$1.65M - $4.97M
|
49.5K
$3.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24K+ 140.93% |
$1.57M - $4.73M
|
41K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.1K+ 165.86% |
$1.51M - $4.56M
|
37K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22K+ 169.96% |
$1.44M - $4.34M
|
35K
$2.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
21.8KNew |
$1.43M - $4.3M
|
21.8K
$1.46M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
21.6K+ 262.18% |
$1.41M - $4.26M
|
29.8K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
20.6K+ 209.47% |
$1.35M - $4.07M
|
30.5K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.6KNew |
$1.35M - $4.07M
|
20.6K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.4K+ 229.54% |
$1.34M - $4.03M
|
29.3K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 204.42% |
$1.26M - $3.81M
|
28.7K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.8K+ 207.06% |
$1.23M - $3.7M
|
27.8K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.8K+ 579.24% |
$1.23M - $3.7M
|
22K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.1K+ 118.86% |
$1.18M - $3.57M
|
33.3K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.7K+ 66.37% |
$1.16M - $3.49M
|
44.3K
$2.97M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.7K+ 17.05% |
$1.16M - $3.49M
|
121K
$8.13M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.9K+ 206.99% |
$1.11M - $3.34M
|
25.1K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
16K+ 468.45% |
$1.05M - $3.16M
|
19.4K
$1.3M
|