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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-504- 33.94% |
$31.9K - $36.2K
|
981
$69.5K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-523- 20.62% |
$33.1K - $37.6K
|
2.01K
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-529- 84.64% |
$33.5K - $38K
|
96
$6.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-566- 6.61% |
$35.8K - $40.6K
|
7.99K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-570- 7.93% |
$36.1K - $40.9K
|
6.62K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-585- 4.94% |
$37K - $42K
|
11.3K
$798K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-630- 4.95% |
$39.9K - $45.2K
|
12.1K
$858K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-674- 15.9% |
$42.7K - $48.4K
|
3.57K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-759- 7.07% |
$48K - $54.5K
|
9.97K
$706K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-835- 44.94% |
$52.8K - $60K
|
1.02K
$72.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-902- 9.45% |
$57.1K - $64.8K
|
8.64K
$612K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-933- 22.81% |
$59K - $67K
|
3.16K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.01K- 0.22% |
$64.2K - $72.8K
|
454K
$32.2M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.07KClosed |
$67.6K - $76.7K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.41K- 13.4% |
$89.1K - $101K
|
9.1K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.49K- 9.68% |
$94.2K - $107K
|
13.9K
$984K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.61K- 21.49% |
$102K - $115K
|
5.87K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.61K- 30.75% |
$102K - $116K
|
3.63K
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.73K- 3.69% |
$110K - $124K
|
45.3K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.83K- 8.67% |
$116K - $131K
|
19.3K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.59K- 65.54% |
$164K - $186K
|
1.36K
$96.3K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-3.07K- 12.3% |
$194K - $220K
|
21.9K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.33K- 46.47% |
$211K - $239K
|
3.84K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.59K- 74.82% |
$227K - $258K
|
1.21K
$85.5K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.84K- 8.0% |
$243K - $276K
|
44.2K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.19K- 13.13% |
$265K - $301K
|
27.7K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.23K- 25.2% |
$268K - $304K
|
12.6K
$890K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.1K- 52.63% |
$323K - $366K
|
4.59K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.07K- 96.81% |
$384K - $436K
|
200
$14.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.76K- 65.71% |
$555K - $629K
|
4.57K
$324K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-9.81K- 45.07% |
$621K - $704K
|
12K
$847K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10.4K- 53.16% |
$657K - $745K
|
9.14K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-11K- 21.82% |
$698K - $792K
|
39.5K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.3K- 5.05% |
$778K - $883K
|
231K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-12.5K- 94.19% |
$791K - $897K
|
771
$54.6K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.5K- 63.83% |
$857K - $972K
|
7.67K
$543K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14.6K- 95.38% |
$923K - $1.05M
|
706
$50K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.5K- 99.95% |
$983K - $1.11M
|
7
$496
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-18.6K- 27.23% |
$1.18M - $1.33M
|
49.6K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.5K- 64.51% |
$1.24M - $1.4M
|
10.8K
$762K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.6K- 93.15% |
$2.51M - $2.84M
|
2.91K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-46.2K- 93.16% |
$2.92M - $3.32M
|
3.39K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.5K- 6.94% |
$3.01M - $3.41M
|
638K
$45.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-91.8K- 28.85% |
$5.81M - $6.59M
|
226K
$16M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-201K- 96.12% |
$12.7M - $14.4M
|
8.11K
$574K
|