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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.96K+ 199.96% |
$325K - $978K
|
7.44K
$498K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.96K+ 200.97% |
$325K - $978K
|
7.42K
$497K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.86K+ 171.2% |
$318K - $959K
|
7.69K
$516K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.61K+ 166.03% |
$302K - $910K
|
7.39K
$495K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.59K+ 200.04% |
$301K - $906K
|
6.89K
$461K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.57K+ 211.34% |
$299K - $901K
|
6.73K
$451K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.56K+ 467.38% |
$298K - $900K
|
5.53K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.5K+ 104.51% |
$295K - $888K
|
8.8K
$590K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.38K+ 89.26% |
$287K - $865K
|
9.29K
$623K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.28K+ 220.37% |
$281K - $846K
|
6.23K
$417K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.16K+ 195.76% |
$272K - $821K
|
6.29K
$421K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.08K+ 182.53% |
$267K - $805K
|
6.31K
$423K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.95K+ 197.45% |
$259K - $780K
|
5.95K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.94KNew |
$258K - $779K
|
3.94K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.89K+ 179.88% |
$255K - $768K
|
6.05K
$405K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.82KNew |
$250K - $753K
|
3.82K
$256K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.6KNew |
$236K - $711K
|
3.6K
$241K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.43K+ 314.68% |
$225K - $677K
|
4.52K
$303K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.41K+ 222.49% |
$224K - $674K
|
4.95K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.41K+ 201.9% |
$223K - $672K
|
5.09K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.26K+ 156.08% |
$214K - $644K
|
5.35K
$359K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.24K+ 220.34% |
$212K - $639K
|
4.71K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.23K+ 200.0% |
$212K - $638K
|
4.85K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.21K+ 200.0% |
$210K - $633K
|
4.81K
$322K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.17K+ 198.12% |
$208K - $625K
|
4.77K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.12KNew |
$204K - $616K
|
3.12K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.04KNew |
$199K - $600K
|
3.04K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.02K+ 168.42% |
$198K - $596K
|
4.81K
$322K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.02K+ 191.62% |
$198K - $596K
|
4.59K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3KNew |
$197K - $592K
|
3K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3K+ 200.0% |
$197K - $592K
|
4.5K
$302K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3KNew |
$197K - $592K
|
3K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.82K+ 187.94% |
$185K - $557K
|
4.32K
$290K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.8K+ 200.0% |
$183K - $553K
|
4.2K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.77K+ 152.25% |
$182K - $547K
|
4.59K
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.75K+ 179.22% |
$180K - $543K
|
4.29K
$287K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
2.7K+ 211.62% |
$177K - $532K
|
3.97K
$266K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.67K+ 204.13% |
$175K - $527K
|
3.98K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.64K+ 103.77% |
$173K - $522K
|
5.19K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.64K+ 200.0% |
$173K - $522K
|
3.96K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.54K+ 200.0% |
$166K - $501K
|
3.81K
$255K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.52K+ 212.47% |
$165K - $498K
|
3.71K
$249K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.47K+ 181.32% |
$162K - $487K
|
3.83K
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.45K+ 200.0% |
$160K - $484K
|
3.68K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2.42K+ 200.0% |
$159K - $478K
|
3.63K
$243K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
2.3K+ 181.13% |
$151K - $455K
|
3.58K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.29K+ 200.0% |
$150K - $452K
|
3.44K
$230K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.21K+ 200.0% |
$145K - $437K
|
3.32K
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.19K+ 200.0% |
$144K - $433K
|
3.29K
$220K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
2.19K+ 199.91% |
$143K - $432K
|
3.28K
$220K
|