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 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
204New |
$13.4K - $40.3K
|
204
$13.7K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
186+ 200.0% |
$12.2K - $36.7K
|
279
$18.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
164+ 200.0% |
$10.7K - $32.4K
|
246
$16.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
130+ 200.0% |
$8.52K - $25.7K
|
195
$13.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
129+ 47.25% |
$8.45K - $25.5K
|
402
$26.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
118+ 200.0% |
$7.73K - $23.3K
|
177
$11.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
116+ 414.29% |
$7.6K - $22.9K
|
144
$9.65K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
101+ 50.75% |
$6.62K - $19.9K
|
300
$20.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
100+ 200.0% |
$6.55K - $19.7K
|
150
$10.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
84+ 50.0% |
$5.5K - $16.6K
|
252
$16.9K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
72+ 200.0% |
$4.72K - $14.2K
|
108
$7.24K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68+ 200.0% |
$4.45K - $13.4K
|
102
$6.84K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
65+ 27.66% |
$4.26K - $12.8K
|
300
$20.1K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
63New |
$4.13K - $12.4K
|
63
$4.22K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
56+ 200.0% |
$3.67K - $11.1K
|
84
$5.63K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30+ 200.0% |
$1.97K - $5.92K
|
45
$3.02K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 200.0% |
$1.31K - $3.95K
|
30
$2.01K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
14+ 200.0% |
$917 - $2.76K
|
21
$1.41K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 200.0% |
$655 - $1.97K
|
15
$1.01K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 4.08% |
$524 - $1.58K
|
204
$13.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 200.0% |
$393 - $1.18K
|
9
$603
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1- 0.02% |
$65.5 - $197
|
4.57K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-92- 2.95% |
$6.03K - $18.2K
|
3.03K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-221- 52.74% |
$14.5K - $43.6K
|
198
$13.3K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-368- 23.64% |
$24.1K - $72.6K
|
1.19K
$79.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-659- 89.78% |
$43.2K - $130K
|
75
$5.03K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.13K- 19.51% |
$140K - $421K
|
8.8K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.42K- 24.1% |
$355K - $1.07M
|
17.1K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.66K- 76.47% |
$633K - $1.91M
|
2.97K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.6K- 57.72% |
$1.74M - $5.25M
|
19.5K
$1.3M
|