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 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.42% |
$570 - $646
|
2.13K
$151K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.1% |
$506 - $574
|
8.19K
$580K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
5+ 0.38% |
$316 - $359
|
1.33K
$94K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.06% |
$253 - $287
|
6.91K
$489K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.22% |
$190 - $215
|
1.36K
$96.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.35% |
$127 - $144
|
573
$40.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.57% |
$127 - $144
|
352
$24.9K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$63.3 - $71.8
|
3.29K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$63.3 - $71.8
|
5.48K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.21% |
$63.3 - $71.8
|
484
$34.3K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.16% |
$63.3 - $71.8
|
87
$6.16K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8- 4.23% |
$506 - $574
|
181
$12.8K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-17- 0.42% |
$1.08K - $1.22K
|
4.07K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-18- 0.57% |
$1.14K - $1.29K
|
3.13K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-24- 38.1% |
$1.52K - $1.72K
|
39
$2.76K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-26- 2.46% |
$1.65K - $1.87K
|
1.03K
$73.2K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-26- 10.04% |
$1.65K - $1.87K
|
233
$16.5K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-33- 2.3% |
$2.09K - $2.37K
|
1.4K
$99.4K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-50- 1.63% |
$3.16K - $3.59K
|
3.01K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-55- 0.93% |
$3.48K - $3.95K
|
5.85K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-66- 1.92% |
$4.18K - $4.74K
|
3.37K
$239K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-71- 1.74% |
$4.49K - $5.1K
|
4K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-82- 7.95% |
$5.19K - $5.89K
|
950
$67.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-83- 1.85% |
$5.25K - $5.96K
|
4.41K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-95- 1.05% |
$6.01K - $6.82K
|
8.91K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-113- 1.79% |
$7.15K - $8.11K
|
6.2K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-116- 16.2% |
$7.34K - $8.33K
|
600
$42.5K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-126- 50.0% |
$7.97K - $9.05K
|
126
$8.93K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-146- 1.1% |
$9.24K - $10.5K
|
13.2K
$932K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-171- 4.65% |
$10.8K - $12.3K
|
3.51K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-181- 3.87% |
$11.5K - $13K
|
4.49K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-209- 5.35% |
$13.2K - $15K
|
3.7K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-224- 2.98% |
$14.2K - $16.1K
|
7.3K
$517K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-225- 1.36% |
$14.2K - $16.2K
|
16.3K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-236- 6.81% |
$14.9K - $16.9K
|
3.23K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-237- 58.96% |
$15K - $17K
|
165
$11.7K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-245- 34.95% |
$15.5K - $17.6K
|
456
$32.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-262- 7.31% |
$16.6K - $18.8K
|
3.32K
$235K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-270- 0.6% |
$17.1K - $19.4K
|
44.7K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-272- 4.69% |
$17.2K - $19.5K
|
5.53K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-296- 1.68% |
$18.7K - $21.3K
|
17.3K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-300- 6.1% |
$19K - $21.5K
|
4.62K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-330- 8.29% |
$20.9K - $23.7K
|
3.65K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-362- 5.08% |
$22.9K - $26K
|
6.77K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-388- 0.32% |
$24.6K - $27.9K
|
120K
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-403- 3.22% |
$25.5K - $28.9K
|
12.1K
$859K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-422- 3.3% |
$26.7K - $30.3K
|
12.4K
$876K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-438- 22.3% |
$27.7K - $31.4K
|
1.53K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-445- 40.49% |
$28.2K - $32K
|
654
$46.3K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-453- 69.59% |
$28.7K - $32.5K
|
198
$14K
|