Purchases and Sales Made in Q2 2021 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
176KNew |
$30.9M - $32.4M
|
176K
$11.8M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.9KNew |
$13.7M - $14.3M
|
77.9K
$5.22M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
25.8K+ 18198.59% |
$4.54M - $4.76M
|
26K
$1.74M
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.5K+ 457.41% |
$2.9M - $3.04M
|
20.1K
$1.35M
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.5K+ 42.56% |
$1.84M - $1.93M
|
35K
$2.35M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.66K+ 169.03% |
$1.52M - $1.6M
|
13.8K
$924K
|
|
Aug 16, 2021
Q2 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.69K+ 444.91% |
$1.35M - $1.42M
|
9.42K
$631K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.98K+ 100.48% |
$1.23M - $1.28M
|
13.9K
$933K
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
BUY
|
- |
5.15KNew |
$905K - $949K
|
5.15K
$345K
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.22KNew |
$566K - $593K
|
3.22K
$216K
|
|
Aug 09, 2021
Q2 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.97KNew |
$522K - $547K
|
2.97K
$199K
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.86KNew |
$501K - $526K
|
2.86K
$191K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.78K+ 44.46% |
$489K - $512K
|
9.04K
$606K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.75K+ 3278.57% |
$484K - $507K
|
2.84K
$190K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.94K+ 22.18% |
$341K - $358K
|
10.7K
$717K
|
|
Jul 15, 2021
Q2 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.81K+ 65.37% |
$317K - $333K
|
4.57K
$307K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.6KNew |
$281K - $295K
|
1.6K
$107K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.41K+ 7.02% |
$247K - $259K
|
21.4K
$1.44M
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.19KNew |
$210K - $220K
|
1.19K
$80K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.19KNew |
$209K - $219K
|
1.19K
$79.9K
|
|
Aug 13, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1.13K+ 18900.0% |
$199K - $209K
|
1.14K
$76.4K
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.11KNew |
$194K - $204K
|
1.11K
$74.2K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.04KNew |
$183K - $192K
|
1.04K
$69.9K
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1K+ 11.05% |
$176K - $184K
|
10.1K
$674K
|
|
Jul 29, 2021
Q2 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
804+ 4.87% |
$141K - $148K
|
17.3K
$1.16M
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
801+ 43.79% |
$141K - $147K
|
2.63K
$176K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
727+ 29.42% |
$128K - $134K
|
3.2K
$214K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
618New |
$109K - $114K
|
618
$41.4K
|
|
Jul 16, 2021
Q2 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
586+ 5.64% |
$103K - $108K
|
11K
$735K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
550+ 110.0% |
$96.6K - $101K
|
1.05K
$70.4K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
506+ 10.63% |
$88.8K - $93.2K
|
5.27K
$353K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
442+ 1.49% |
$77.6K - $81.4K
|
30.1K
$2.02M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
361+ 1.57% |
$63.4K - $66.5K
|
23.4K
$1.56M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
351New |
$61.6K - $64.6K
|
351
$23.5K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
308+ 20.21% |
$54.1K - $56.7K
|
1.83K
$123K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
257+ 5.48% |
$45.1K - $47.3K
|
4.94K
$331K
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
225New |
$39.5K - $41.4K
|
225
$15.1K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
186+ 3.01% |
$32.7K - $34.2K
|
6.36K
$426K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
185New |
$32.5K - $34.1K
|
185
$12.4K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
175+ 350.0% |
$30.7K - $32.2K
|
225
$15.1K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150+ 11.58% |
$26.3K - $27.6K
|
1.45K
$96.8K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
149+ 6.1% |
$26.2K - $27.4K
|
2.59K
$174K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
138+ 8.05% |
$24.2K - $25.4K
|
1.85K
$124K
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
129+ 0.35% |
$22.7K - $23.8K
|
37.5K
$2.51M
|
|
Aug 05, 2021
Q2 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
95+ 0.33% |
$16.7K - $17.5K
|
28.9K
$1.93M
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
90New |
$15.8K - $16.6K
|
90
$6.03K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
87+ 89.69% |
$15.3K - $16K
|
184
$12.3K
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
83+ 0.64% |
$14.6K - $15.3K
|
13.1K
$875K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
77+ 31.05% |
$13.5K - $14.2K
|
325
$21.8K
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76+ 5.64% |
$13.3K - $14K
|
1.42K
$95.4K
|