Purchases and Sales Made in Q1 2025 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q1 2025. 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, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
998KNew |
$63.2M - $71.6M
|
998K
$70.5M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
270K+ 67.16% |
$17.1M - $19.4M
|
672K
$47.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
269KNew |
$17.1M - $19.3M
|
269K
$19M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
214K+ 301.14% |
$13.5M - $15.3M
|
284K
$20.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
142K+ 19.86% |
$9M - $10.2M
|
858K
$60.7M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
88.2KNew |
$5.58M - $6.33M
|
88.2K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
88.2KNew |
$5.58M - $6.33M
|
88.2K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
86.3K+ 5.86% |
$5.46M - $6.2M
|
1.56M
$110M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
85.1KNew |
$5.39M - $6.11M
|
85.1K
$6.02M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
75.6K+ 10.25% |
$4.79M - $5.43M
|
813K
$57.5M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
72.1KNew |
$4.56M - $5.18M
|
72.1K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.6K+ 62.39% |
$4.21M - $4.78M
|
173K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.1K+ 8.73% |
$3.17M - $3.59M
|
624K
$44.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
44.7KNew |
$2.83M - $3.21M
|
44.7K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
35.7KNew |
$2.26M - $2.56M
|
35.7K
$2.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
35KNew |
$2.22M - $2.52M
|
35K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.2K+ 9.35% |
$1.4M - $1.59M
|
259K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.7K+ 19.27% |
$1.25M - $1.41M
|
122K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.8K+ 7666.67% |
$1.06M - $1.21M
|
17K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.8K+ 13.38% |
$935K - $1.06M
|
125K
$8.85M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
13.9K+ 26.04% |
$882K - $1M
|
67.4K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.9KNew |
$880K - $999K
|
13.9K
$983K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.9K+ 9.56% |
$877K - $995K
|
159K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.2K+ 163.59% |
$833K - $945K
|
21.2K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
11.3KNew |
$718K - $815K
|
11.3K
$802K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
10.6KNew |
$674K - $764K
|
10.6K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 2.06% |
$669K - $759K
|
523K
$37M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.38KNew |
$594K - $674K
|
9.38K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.28K+ 24.63% |
$524K - $594K
|
41.9K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.89KNew |
$499K - $566K
|
7.89K
$558K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.3K+ 52.12% |
$462K - $524K
|
21.3K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.56KNew |
$415K - $471K
|
6.56K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.22KNew |
$394K - $447K
|
6.22K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.9K+ 11.58% |
$374K - $424K
|
56.9K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.64K+ 467.03% |
$357K - $405K
|
6.84K
$484K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.23K+ 65.84% |
$331K - $376K
|
13.2K
$932K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.2K+ 76.01% |
$329K - $373K
|
12K
$851K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.61K+ 21.11% |
$292K - $331K
|
26.5K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.06K+ 20.96% |
$257K - $291K
|
23.4K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.02KNew |
$254K - $289K
|
4.02K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.98K+ 21.89% |
$252K - $286K
|
22.2K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.86KNew |
$244K - $277K
|
3.86K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.6KNew |
$228K - $258K
|
3.6K
$254K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.52K+ 55.77% |
$223K - $253K
|
9.84K
$696K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.3KNew |
$209K - $237K
|
3.3K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3.01KNew |
$191K - $216K
|
3.01K
$213K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3KNew |
$190K - $215K
|
3K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3KNew |
$190K - $215K
|
3K
$212K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$190K - $215K
|
3K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.9KNew |
$183K - $208K
|
2.9K
$205K
|