Purchases and Sales Made in Q2 2023 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q2 2023. 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 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
113KNew |
$22M - $23.5M
|
113K
$7.59M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50.1KNew |
$9.73M - $10.4M
|
50.1K
$3.36M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48.1K+ 13.63% |
$9.34M - $9.98M
|
401K
$26.9M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.8K+ 20.54% |
$7.74M - $8.27M
|
234K
$15.7M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.9K+ 35.15% |
$6.98M - $7.46M
|
138K
$9.26M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.4K+ 5.16% |
$4.74M - $5.06M
|
497K
$33.3M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
13.9K+ 31.67% |
$2.71M - $2.89M
|
58K
$3.88M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.2K+ 321.95% |
$2.56M - $2.74M
|
17.3K
$1.16M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.1K+ 411.48% |
$2.35M - $2.52M
|
15.1K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 397.37% |
$2.26M - $2.42M
|
14.6K
$977K
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.43KNew |
$1.83M - $1.96M
|
9.43K
$632K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.96K+ 2229.97% |
$1.55M - $1.65M
|
8.32K
$557K
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.23K+ 75.76% |
$1.4M - $1.5M
|
16.8K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.21K+ 77.62% |
$1.4M - $1.5M
|
16.5K
$1.11M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.31K+ 488.17% |
$1.23M - $1.31M
|
7.61K
$510K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.07K+ 5.22% |
$1.18M - $1.26M
|
122K
$8.21M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.4K+ 114.92% |
$855K - $913K
|
8.23K
$551K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.95K+ 11.62% |
$767K - $819K
|
37.9K
$2.54M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.69K+ 3.36% |
$717K - $766K
|
113K
$7.61M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 285.11% |
$700K - $748K
|
4.86K
$326K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.38K+ 27.05% |
$657K - $702K
|
15.9K
$1.06M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.65K+ 94.17% |
$514K - $550K
|
5.46K
$366K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.57KNew |
$498K - $533K
|
2.57K
$172K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
2.55KNew |
$495K - $529K
|
2.55K
$171K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.29K+ 50.46% |
$444K - $475K
|
6.82K
$457K
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
2.23K+ 17.51% |
$433K - $463K
|
15K
$1M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.22K+ 32.01% |
$431K - $460K
|
9.14K
$613K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.2K+ 36.89% |
$427K - $457K
|
8.16K
$547K
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.13KNew |
$414K - $442K
|
2.13K
$143K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.12K+ 39.81% |
$413K - $441K
|
7.46K
$500K
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
2.06KNew |
$401K - $429K
|
2.06K
$138K
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.75K+ 160.37% |
$340K - $363K
|
2.84K
$190K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 7.21% |
$308K - $329K
|
23.6K
$1.58M
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.41KNew |
$274K - $293K
|
1.41K
$94.6K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.4K+ 34.6% |
$272K - $290K
|
5.44K
$365K
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.29KNew |
$250K - $268K
|
1.29K
$86.4K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.29KNew |
$250K - $268K
|
1.29K
$86.4K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.15KNew |
$223K - $238K
|
1.15K
$76.8K
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.11KNew |
$216K - $230K
|
1.11K
$74.4K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05KNew |
$204K - $218K
|
1.05K
$70.2K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.01K+ 93.69% |
$196K - $209K
|
2.09K
$140K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1KNew |
$194K - $208K
|
1K
$67K
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1KNew |
$194K - $208K
|
1K
$67K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
972+ 16.98% |
$189K - $202K
|
6.7K
$449K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
815+ 5.37% |
$158K - $169K
|
16K
$1.07M
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
649+ 1.74% |
$126K - $135K
|
38K
$2.54M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
612+ 10.59% |
$119K - $127K
|
6.39K
$428K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
531+ 16.33% |
$103K - $110K
|
3.78K
$253K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
478New |
$92.9K - $99.2K
|
478
$32K
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
438+ 25.11% |
$85.1K - $90.9K
|
2.18K
$146K
|