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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
9+ 0.43% |
$1.75K - $1.87K
|
2.1K
$141K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
8+ 0.34% |
$1.55K - $1.66K
|
2.36K
$158K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.45% |
$583 - $623
|
677
$45.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3+ 0.05% |
$583 - $623
|
6.02K
$404K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
2+ 0.48% |
$389 - $415
|
422
$28.3K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.55% |
$194 - $208
|
183
$12.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.02% |
$194 - $208
|
6.48K
$434K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1+ 0.08% |
$194 - $208
|
1.24K
$83.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.27% |
$194 - $208
|
80
$5.36K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$194 - $208
|
6.16K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.88% |
$194 - $208
|
114
$7.64K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.17% |
$194 - $208
|
589
$39.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 3.7% |
$194 - $208
|
28
$1.88K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 4.76% |
$194 - $208
|
20
$1.34K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 1.8% |
$389 - $415
|
109
$7.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3- 0.29% |
$583 - $623
|
1.04K
$69.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4- 0.05% |
$777 - $830
|
7.63K
$511K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4- 0.2% |
$777 - $830
|
2.03K
$136K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-18- 0.54% |
$3.5K - $3.74K
|
3.34K
$223K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-19- 1.65% |
$3.69K - $3.94K
|
1.13K
$75.8K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 41.67% |
$3.89K - $4.15K
|
28
$1.88K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22- 1.56% |
$4.27K - $4.57K
|
1.39K
$93.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 1.86% |
$4.86K - $5.19K
|
1.32K
$88.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33- 1.12% |
$6.41K - $6.85K
|
2.92K
$196K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-34- 1.97% |
$6.61K - $7.06K
|
1.7K
$114K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-45- 83.33% |
$8.74K - $9.34K
|
9
$603
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-48- 0.84% |
$9.33K - $9.97K
|
5.64K
$378K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-50- 1.38% |
$9.72K - $10.4K
|
3.58K
$240K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-59- 1.34% |
$11.5K - $12.2K
|
4.33K
$290K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-63- 4.1% |
$12.2K - $13.1K
|
1.47K
$98.8K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-73- 2.63% |
$14.2K - $15.2K
|
2.71K
$181K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-83- 0.83% |
$16.1K - $17.2K
|
9.97K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-83- 5.45% |
$16.1K - $17.2K
|
1.44K
$96.6K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-84- 5.37% |
$16.3K - $17.4K
|
1.48K
$99.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-95- 4.02% |
$18.5K - $19.7K
|
2.27K
$152K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-161- 56.89% |
$31.3K - $33.4K
|
122
$8.18K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-170- 11.79% |
$33K - $35.3K
|
1.27K
$85.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-188- 7.45% |
$36.5K - $39K
|
2.33K
$156K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-193- 6.82% |
$37.5K - $40.1K
|
2.64K
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-200- 3.51% |
$38.9K - $41.5K
|
5.5K
$369K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-211- 9.02% |
$41K - $43.8K
|
2.13K
$143K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-211- 9.02% |
$41K - $43.8K
|
2.13K
$143K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-244- 65.07% |
$47.4K - $50.7K
|
131
$8.78K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-252- 4.65% |
$49K - $52.3K
|
5.16K
$346K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-257- 7.03% |
$49.9K - $53.4K
|
3.4K
$228K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-312- 6.27% |
$60.6K - $64.8K
|
4.66K
$312K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-322- 13.46% |
$62.6K - $66.9K
|
2.07K
$139K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-325- 14.89% |
$63.2K - $67.5K
|
1.86K
$125K
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-325- 0.62% |
$63.2K - $67.5K
|
52K
$3.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-365- 52.29% |
$70.9K - $75.8K
|
333
$22.3K
|