Purchases and Sales Made in Q2 2024 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q2 2024. 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 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
256New |
$16.4K - $17.5K
|
256
$17.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
225+ 10.08% |
$14.4K - $15.4K
|
2.46K
$165K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$11.7K - $12.5K
|
183
$12.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
172+ 2.07% |
$11K - $11.7K
|
8.48K
$568K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150New |
$9.61K - $10.2K
|
150
$10.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
134+ 157.65% |
$8.58K - $9.15K
|
219
$14.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
134+ 0.68% |
$8.58K - $9.15K
|
19.8K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
111+ 2.42% |
$7.11K - $7.58K
|
4.7K
$315K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
104+ 2.62% |
$6.66K - $7.1K
|
4.07K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
92+ 1.1% |
$5.89K - $6.28K
|
8.44K
$566K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
91+ 0.2% |
$5.83K - $6.21K
|
45.3K
$3.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
76+ 1.37% |
$4.87K - $5.19K
|
5.63K
$377K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
54+ 1350.0% |
$3.46K - $3.69K
|
58
$3.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
51New |
$3.27K - $3.48K
|
51
$3.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
33+ 0.44% |
$2.11K - $2.25K
|
7.46K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 0.29% |
$1.34K - $1.43K
|
7.2K
$483K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
20+ 0.39% |
$1.28K - $1.37K
|
5.21K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20+ 200.0% |
$1.28K - $1.37K
|
30
$2.01K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
18+ 0.57% |
$1.15K - $1.23K
|
3.18K
$213K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
14+ 0.29% |
$897 - $956
|
4.82K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.63% |
$833 - $887
|
2.09K
$140K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$768 - $819
|
12
$804
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
12New |
$768 - $819
|
12
$804
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.25% |
$768 - $819
|
4.72K
$316K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.26% |
$640 - $683
|
3.83K
$256K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
8+ 0.62% |
$512 - $546
|
1.3K
$87.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.37% |
$320 - $341
|
1.35K
$90.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.07% |
$320 - $341
|
6.89K
$462K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.54% |
$192 - $205
|
562
$37.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$128 - $137
|
7.81K
$523K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.59% |
$64 - $68.3
|
64
$4.29K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
1+ 0.03% |
$64 - $68.3
|
3.28K
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.19% |
$64 - $68.3
|
85
$5.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1- 0.03% |
$64 - $68.3
|
3.43K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.18% |
$192 - $205
|
1.62K
$109K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.1% |
$640 - $683
|
10.2K
$684K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-16- 0.42% |
$1.02K - $1.09K
|
3.81K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-25- 0.41% |
$1.6K - $1.71K
|
6.03K
$404K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-30- 0.61% |
$1.92K - $2.05K
|
4.92K
$329K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30- 1.38% |
$1.92K - $2.05K
|
2.14K
$143K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-33- 0.72% |
$2.11K - $2.25K
|
4.56K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-33- 0.69% |
$2.11K - $2.25K
|
4.73K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-38- 0.42% |
$2.43K - $2.59K
|
9.08K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-45Closed |
$2.88K - $3.07K
|
0
$0
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-45- 41.67% |
$2.88K - $3.07K
|
63
$4.22K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-78- 2.1% |
$5K - $5.32K
|
3.63K
$243K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-84- 1.14% |
$5.38K - $5.73K
|
7.3K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-101- 0.65% |
$6.47K - $6.89K
|
15.5K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-113- 1.82% |
$7.24K - $7.71K
|
6.11K
$410K
|