Purchases and Sales Made in Q2 2023 in Ishares U.S. Consumer Staples (IYK)

IYK Quotes by TradingView

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 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
360
+ 3.13%
$70K - $74.7K
11.9K $795K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
354
+ 7.08%
$68.8K - $73.5K
5.35K $359K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
342
+ 5.53%
$66.5K - $71K
6.52K $437K
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
313
+ 4.0%
$60.8K - $65K
8.15K $546K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
273
New
$53K - $56.7K
273 $18.3K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
272
New
$52.9K - $56.5K
272 $18.2K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
261
+ 11.21%
$50.7K - $54.2K
2.59K $174K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
211
+ 120.57%
$41K - $43.8K
386 $25.9K
Jul 11, 2023 Q2 2023
Pacific Sun Financial Corp

BUY
 -
190
+ 9.85%
$36.9K - $39.4K
2.12K $142K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
175
+ 4.16%
$34K - $36.3K
4.38K $293K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
153
+ 7.9%
$29.7K - $31.8K
2.09K $140K
Aug 14, 2023 Q2 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
147
New
$28.6K - $30.5K
147 $9.85K
Jul 17, 2023 Q2 2023
D. Scott Neal, Inc.

BUY
 -
145
+ 0.34%
$28.2K - $30.1K
43.1K $2.89M
Aug 07, 2023 Q2 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
144
+ 1.96%
$28K - $29.9K
7.5K $503K
May 17, 2024 Q2 2023
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
143
New
$27.8K - $29.7K
143 $9.58K
Aug 03, 2023 Q2 2023
Penobscot Wealth Management

BUY
 -
140
+ 1.65%
$27.2K - $29.1K
8.6K $577K
Jan 12, 2024 Q2 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
140
+ 6.17%
$27.2K - $29.1K
2.41K $161K
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
135
+ 88.24%
$26.2K - $28K
288 $19.3K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
115
New
$22.3K - $23.9K
115 $7.71K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
106
+ 4.2%
$20.6K - $22K
2.63K $176K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
106
New
$20.6K - $22K
106 $7.1K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
92
+ 2.08%
$17.9K - $19.1K
4.52K $303K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
85
+ 6.53%
$16.5K - $17.6K
1.39K $92.9K
Jul 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
73
+ 2.23%
$14.2K - $15.2K
3.35K $224K
Aug 11, 2023 Q2 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
65
+ 4.66%
$12.6K - $13.5K
1.46K $97.8K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
60
New
$11.7K - $12.5K
60 $4.02K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
59
+ 1.93%
$11.5K - $12.2K
3.11K $209K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
56
New
$10.9K - $11.6K
56 $3.75K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
56
New
$10.9K - $11.6K
56 $3.75K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
51
+ 3.64%
$9.91K - $10.6K
1.45K $97.4K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
47
+ 2.57%
$9.13K - $9.76K
1.88K $126K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
45
New
$8.74K - $9.34K
45 $3.02K
Jul 27, 2023 Q2 2023
Conservest Capital Advisors, Inc.

BUY
 -
38
+ 0.23%
$7.38K - $7.89K
16.9K $1.13M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
35
+ 1.48%
$6.8K - $7.27K
2.4K $161K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
28
New
$5.44K - $5.81K
28 $1.88K
Aug 08, 2023 Q2 2023
Interchange Capital Partners, LLC

BUY
 -
28
+ 2.44%
$5.44K - $5.81K
1.17K $78.7K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
27
New
$5.25K - $5.61K
27 $1.81K
Jul 20, 2023 Q2 2023
Apeiron Ria LLC

BUY
 -
27
+ 0.89%
$5.25K - $5.61K
3.08K $206K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
26
New
$5.05K - $5.4K
26 $1.74K
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
22
+ 0.49%
$4.27K - $4.57K
4.47K $299K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
21
+ 3.36%
$4.08K - $4.36K
646 $43.3K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
19
New
$3.69K - $3.94K
19 $1.27K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
16
+ 0.74%
$3.11K - $3.32K
2.18K $146K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
13
+ 2.77%
$2.53K - $2.7K
482 $32.3K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
13
+ 2.17%
$2.53K - $2.7K
613 $41.1K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
12
New
$2.33K - $2.49K
12 $804
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
10
+ 0.43%
$1.94K - $2.08K
2.35K $157K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
10
New
$1.94K - $2.08K
10 $670
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9
+ 0.41%
$1.75K - $1.87K
2.21K $148K

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