Purchases and Sales Made in Q2 2022 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
168+ 24.24% |
$31.1K - $35.9K
|
861
$57.7K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
161+ 0.52% |
$29.8K - $34.4K
|
31.4K
$2.1M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
157+ 8.49% |
$29.1K - $33.5K
|
2.01K
$134K
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
143New |
$26.5K - $30.5K
|
143
$9.58K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
136New |
$25.2K - $29K
|
136
$9.11K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
125+ 250.0% |
$23.2K - $26.7K
|
175
$11.7K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$18.5K - $21.3K
|
100
$6.7K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
100New |
$18.5K - $21.3K
|
100
$6.7K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
88+ 5.41% |
$16.3K - $18.8K
|
1.72K
$115K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
86New |
$15.9K - $18.4K
|
86
$5.76K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 4.2% |
$11.9K - $13.7K
|
1.59K
$106K
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
58+ 16.91% |
$10.7K - $12.4K
|
401
$26.9K
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 4.03% |
$9.26K - $10.7K
|
1.29K
$86.5K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 1.36% |
$9.26K - $10.7K
|
3.72K
$249K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
41New |
$7.6K - $8.75K
|
41
$2.75K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
28New |
$5.19K - $5.98K
|
28
$1.88K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 1.27% |
$5K - $5.76K
|
2.15K
$144K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
20+ 24.69% |
$3.71K - $4.27K
|
101
$6.77K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 9.09% |
$3.52K - $4.05K
|
228
$15.3K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.4% |
$2.41K - $2.77K
|
3.26K
$218K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10New |
$1.85K - $2.13K
|
10
$670
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 0.46% |
$1.3K - $1.49K
|
1.53K
$103K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.27% |
$926 - $1.07K
|
1.85K
$124K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3+ 0.06% |
$556 - $640
|
4.72K
$316K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$185 - $213
|
2.46K
$165K
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.07% |
$185 - $213
|
1.52K
$102K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.3% |
$185 - $213
|
78
$5.23K
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
1+ 0.08% |
$185 - $213
|
1.29K
$86.4K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.56% |
$185 - $213
|
178
$11.9K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$185 - $213
|
520
$34.8K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.9% |
$185 - $213
|
112
$7.51K
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2- 0.07% |
$371 - $427
|
2.95K
$198K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5Closed |
$926 - $1.07K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10Closed |
$1.85K - $2.13K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-15- 0.09% |
$2.78K - $3.2K
|
17.2K
$1.15M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-15Closed |
$2.78K - $3.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16- 0.64% |
$2.96K - $3.41K
|
2.47K
$165K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-20- 50.0% |
$3.71K - $4.27K
|
20
$1.34K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21- 1.86% |
$3.89K - $4.48K
|
1.11K
$74.1K
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-33- 1.58% |
$6.11K - $7.04K
|
2.06K
$138K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-37- 1.3% |
$6.85K - $7.9K
|
2.8K
$188K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-38- 8.92% |
$7.04K - $8.11K
|
388
$26K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-55Closed |
$10.2K - $11.7K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-55- 2.66% |
$10.2K - $11.7K
|
2.02K
$135K
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 33.44% |
$18.5K - $21.3K
|
199
$13.3K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-105Closed |
$19.5K - $22.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-106- 2.24% |
$19.6K - $22.6K
|
4.63K
$310K
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-156- 6.28% |
$28.9K - $33.3K
|
2.33K
$156K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-238- 0.61% |
$44.1K - $50.8K
|
38.9K
$2.61M
|