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 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
2.15K+ 200.0% |
$141K - $424K
|
3.22K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.13K+ 200.95% |
$139K - $420K
|
3.18K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.05K+ 58.52% |
$134K - $405K
|
5.56K
$372K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.04K+ 182.65% |
$134K - $403K
|
3.16K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.01K+ 217.49% |
$132K - $398K
|
2.94K
$197K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.99K+ 79.95% |
$130K - $393K
|
4.48K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.99K+ 188.61% |
$130K - $392K
|
3.04K
$204K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.92K+ 172.51% |
$126K - $379K
|
3.03K
$203K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.8K+ 200.0% |
$118K - $355K
|
2.7K
$181K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.65K+ 71.26% |
$108K - $326K
|
3.98K
$266K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.6KNew |
$105K - $316K
|
1.6K
$107K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.55K+ 200.0% |
$102K - $306K
|
2.33K
$156K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.49K+ 200.0% |
$97.5K - $294K
|
2.23K
$150K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.4K+ 200.0% |
$91.7K - $276K
|
2.1K
$141K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.39K+ 201.01% |
$90.8K - $274K
|
2.08K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.25KNew |
$81.9K - $247K
|
1.25K
$83.8K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.21K+ 200.0% |
$79K - $238K
|
1.81K
$121K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.18K+ 196.98% |
$77K - $232K
|
1.77K
$119K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.16K+ 6100.0% |
$75.9K - $229K
|
1.18K
$78.9K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13KNew |
$73.7K - $222K
|
1.13K
$75.4K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 200.0% |
$73.4K - $221K
|
1.68K
$113K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 199.45% |
$70.9K - $214K
|
1.63K
$109K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
1.02K+ 200.0% |
$66.8K - $201K
|
1.53K
$103K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
976+ 200.0% |
$63.9K - $193K
|
1.46K
$98.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
935+ 75.89% |
$61.2K - $185K
|
2.17K
$145K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
922+ 201.31% |
$60.4K - $182K
|
1.38K
$92.5K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
914+ 4.02% |
$59.9K - $180K
|
23.6K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
866+ 181.17% |
$56.7K - $171K
|
1.34K
$90.1K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
864+ 200.93% |
$56.6K - $171K
|
1.29K
$86.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
840+ 200.0% |
$55K - $166K
|
1.26K
$84.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
825+ 576.92% |
$54K - $163K
|
968
$64.9K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
750+ 200.0% |
$49.1K - $148K
|
1.13K
$75.4K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
680+ 200.0% |
$44.5K - $134K
|
1.02K
$68.4K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
506+ 160.13% |
$33.1K - $99.9K
|
822
$55.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
488+ 200.0% |
$32K - $96.3K
|
732
$49.1K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
418+ 200.0% |
$27.4K - $82.5K
|
627
$42K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
404+ 5.48% |
$26.5K - $79.7K
|
7.78K
$521K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
374+ 200.0% |
$24.5K - $73.8K
|
561
$37.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
373+ 200.54% |
$24.4K - $73.6K
|
559
$37.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
350+ 200.0% |
$22.9K - $69.1K
|
525
$35.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
348+ 200.0% |
$22.8K - $68.7K
|
522
$35K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
304+ 200.0% |
$19.9K - $60K
|
456
$30.6K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
300+ 200.0% |
$19.7K - $59.2K
|
450
$30.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300+ 200.0% |
$19.7K - $59.2K
|
450
$30.2K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
294+ 200.0% |
$19.3K - $58K
|
441
$29.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
285New |
$18.7K - $56.3K
|
285
$19.1K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
280+ 200.0% |
$18.3K - $55.3K
|
420
$28.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
272+ 200.0% |
$17.8K - $53.7K
|
408
$27.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
251+ 124.26% |
$16.4K - $49.5K
|
453
$30.4K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
230+ 200.0% |
$15.1K - $45.4K
|
345
$23.1K
|