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 |
---|---|---|---|---|---|---|---|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49+ 1.92% |
$8.6K - $9.02K
|
2.6K
$174K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
35New |
$6.15K - $6.44K
|
35
$2.35K
|
|
Jul 22, 2021
Q2 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
17+ 0.35% |
$2.99K - $3.13K
|
4.93K
$330K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.94% |
$2.81K - $2.95K
|
1.71K
$115K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 0.81% |
$2.28K - $2.39K
|
1.63K
$109K
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
10+ 1.86% |
$1.76K - $1.84K
|
548
$36.7K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 1.47% |
$1.4K - $1.47K
|
552
$37K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8New |
$1.4K - $1.47K
|
8
$536
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
6New |
$1.05K - $1.1K
|
6
$402
|
|
Jul 16, 2021
Q2 2021
|
Diversified, LLC
|
BUY
|
- |
3+ 0.22% |
$527 - $552
|
1.38K
$92.4K
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.19% |
$527 - $552
|
1.6K
$107K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.12% |
$176 - $184
|
90
$6.03K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$176 - $184
|
2.46K
$165K
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.57% |
$176 - $184
|
175
$11.7K
|
|
Jan 03, 2023
Q2 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.07% |
$176 - $184
|
1.37K
$91.8K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.92% |
$176 - $184
|
110
$7.37K
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-8- 6.72% |
$1.4K - $1.47K
|
111
$7.44K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17- 0.68% |
$2.99K - $3.13K
|
2.49K
$167K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20- 6.8% |
$3.51K - $3.68K
|
274
$18.4K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22- 0.25% |
$3.86K - $4.05K
|
8.74K
$585K
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-45- 0.59% |
$7.9K - $8.29K
|
7.62K
$510K
|
|
Aug 10, 2021
Q2 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-46- 1.7% |
$8.08K - $8.47K
|
2.66K
$178K
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-55- 1.11% |
$9.66K - $10.1K
|
4.9K
$328K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 11.76% |
$10.5K - $11K
|
450
$30.2K
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-71- 3.42% |
$12.5K - $13.1K
|
2.01K
$134K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-95Closed |
$16.7K - $17.5K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-104Closed |
$18.3K - $19.1K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
SELL
|
- |
-117- 3.37% |
$20.5K - $21.5K
|
3.35K
$225K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-130- 14.76% |
$22.8K - $23.9K
|
751
$50.3K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-144- 0.85% |
$25.3K - $26.5K
|
16.9K
$1.13M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-241- 5.66% |
$42.3K - $44.4K
|
4.01K
$269K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-250Closed |
$43.9K - $46K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-255Closed |
$44.8K - $47K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-420- 54.55% |
$73.7K - $77.3K
|
350
$23.5K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-427- 10.38% |
$75K - $78.6K
|
3.69K
$247K
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
SELL
|
- |
-452- 11.36% |
$79.4K - $83.2K
|
3.53K
$236K
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-760- 88.37% |
$133K - $140K
|
100
$6.7K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-829- 23.51% |
$146K - $153K
|
2.7K
$181K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-854Closed |
$150K - $157K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-954- 9.46% |
$168K - $176K
|
9.13K
$612K
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.14KClosed |
$201K - $211K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.2K- 19.48% |
$210K - $220K
|
4.94K
$331K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 18.0% |
$214K - $224K
|
5.54K
$371K
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-1.29KClosed |
$226K - $237K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.38KClosed |
$242K - $254K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$263K - $276K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.8K- 11.44% |
$316K - $331K
|
13.9K
$933K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.88KClosed |
$329K - $345K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.96K- 51.81% |
$344K - $360K
|
1.82K
$122K
|
|
Aug 12, 2021
Q2 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.36KClosed |
$415K - $435K
|
0
$0
|