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 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.6KNew |
$1.02M - $3.08M
|
15.6K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
15.2K+ 204.7% |
$995K - $3M
|
22.6K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15.2K+ 200.0% |
$993K - $2.99M
|
22.7K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.8K+ 304.29% |
$967K - $2.91M
|
19.6K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 654.61% |
$958K - $2.89M
|
16.9K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.3K+ 350.0% |
$871K - $2.63M
|
17.1K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
12.6K+ 200.08% |
$828K - $2.5M
|
19K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 197.09% |
$816K - $2.46M
|
18.8K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.1K+ 436.26% |
$794K - $2.39M
|
14.9K
$998K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.1K+ 221.84% |
$791K - $2.38M
|
17.5K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.1K+ 203.16% |
$791K - $2.38M
|
18K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.4K+ 112.94% |
$745K - $2.24M
|
21.4K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10.7K+ 169.04% |
$701K - $2.11M
|
17K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.7KNew |
$700K - $2.11M
|
10.7K
$716K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.3K+ 140.64% |
$677K - $2.04M
|
17.7K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.3K+ 115.95% |
$673K - $2.03M
|
19.1K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
10K+ 200.0% |
$655K - $1.97M
|
15K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
9.59K+ 189.22% |
$628K - $1.89M
|
14.7K
$982K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.54K+ 1.1% |
$625K - $1.88M
|
880K
$58.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
9.32K+ 200.0% |
$610K - $1.84M
|
14K
$937K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.12KNew |
$597K - $1.8M
|
9.12K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
8.36K+ 193.07% |
$548K - $1.65M
|
12.7K
$850K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.28K+ 225.14% |
$542K - $1.63M
|
12K
$801K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.04K+ 187.87% |
$526K - $1.59M
|
12.3K
$825K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
7.7K+ 110.94% |
$504K - $1.52M
|
14.6K
$980K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.34K+ 141.73% |
$481K - $1.45M
|
12.5K
$839K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.17KNew |
$470K - $1.42M
|
7.17K
$480K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.03K+ 42.53% |
$460K - $1.39M
|
23.6K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
6.97K+ 76.78% |
$456K - $1.38M
|
16K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.95KNew |
$455K - $1.37M
|
6.95K
$466K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.83K+ 201.3% |
$447K - $1.35M
|
10.2K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.8K+ 55.98% |
$445K - $1.34M
|
19K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.7K+ 55.01% |
$439K - $1.32M
|
18.9K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.62K+ 185.91% |
$434K - $1.31M
|
10.2K
$682K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.53K+ 157.15% |
$428K - $1.29M
|
10.7K
$716K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.32K+ 199.72% |
$414K - $1.25M
|
9.48K
$635K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.23KNew |
$408K - $1.23M
|
6.23K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.17K+ 200.0% |
$404K - $1.22M
|
9.26K
$621K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.14K+ 142.9% |
$402K - $1.21M
|
10.4K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.02K+ 194.45% |
$395K - $1.19M
|
9.12K
$611K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.99K+ 158.66% |
$392K - $1.18M
|
9.77K
$654K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5.86K+ 238.59% |
$384K - $1.16M
|
8.31K
$557K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.83K+ 160.34% |
$382K - $1.15M
|
9.47K
$634K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
5.5K+ 192.78% |
$360K - $1.09M
|
8.35K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.4K+ 301.73% |
$353K - $1.06M
|
7.18K
$481K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.21K+ 200.35% |
$341K - $1.03M
|
7.81K
$523K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.15KNew |
$337K - $1.02M
|
5.15K
$345K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.13K+ 200.31% |
$336K - $1.01M
|
7.69K
$515K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
5.03K+ 201.6% |
$330K - $994K
|
7.53K
$505K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.99K+ 200.0% |
$327K - $985K
|
7.48K
$501K
|