Purchases and Sales Made in Q2 2025 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q2 2025. 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, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.04K+ 13.71% |
$204K - $220K
|
25.2K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$191K - $206K
|
2.84K
$195K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.83K+ 45.5% |
$191K - $205K
|
9.06K
$621K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.62KNew |
$177K - $190K
|
2.62K
$180K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.49K+ 12.95% |
$168K - $181K
|
21.7K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.17K+ 45.82% |
$146K - $157K
|
6.89K
$472K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 328.5% |
$133K - $143K
|
2.57K
$176K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.67K+ 46.76% |
$112K - $121K
|
5.23K
$358K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.57KNew |
$106K - $114K
|
1.57K
$108K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 5.39% |
$92.1K - $99.1K
|
26.8K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.35K+ 137.82% |
$91K - $97.9K
|
2.33K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.18K+ 31.66% |
$79.4K - $85.5K
|
4.91K
$336K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 5.51% |
$78.9K - $84.9K
|
22.5K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 167.89% |
$73.9K - $79.5K
|
1.75K
$120K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.08K+ 29.72% |
$72.7K - $78.2K
|
4.71K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 10.17% |
$67.4K - $72.5K
|
10.8K
$743K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
967+ 1.08% |
$65.1K - $70K
|
90.3K
$6.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
933+ 11.72% |
$62.8K - $67.6K
|
8.9K
$609K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
874+ 25.22% |
$58.8K - $63.3K
|
4.34K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
872+ 43.32% |
$58.7K - $63.2K
|
2.89K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
811New |
$54.6K - $58.7K
|
811
$55.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
809+ 1.12% |
$54.4K - $58.6K
|
72.9K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
617+ 2.23% |
$41.5K - $44.7K
|
28.3K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
604+ 286.26% |
$40.6K - $43.7K
|
815
$55.8K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
555+ 29.76% |
$37.3K - $40.2K
|
2.42K
$166K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
502+ 4.72% |
$33.8K - $36.4K
|
11.1K
$764K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
406New |
$27.3K - $29.4K
|
406
$27.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
400+ 16.0% |
$26.9K - $29K
|
2.9K
$199K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
318+ 3.68% |
$21.4K - $23K
|
8.96K
$614K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
297+ 3.73% |
$20K - $21.5K
|
8.27K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
282+ 4.55% |
$19K - $20.4K
|
6.48K
$444K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
253+ 7.04% |
$17K - $18.3K
|
3.85K
$264K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
250+ 5.92% |
$16.8K - $18.1K
|
4.47K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
212+ 3.97% |
$14.3K - $15.4K
|
5.55K
$380K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
208+ 1.85% |
$14K - $15.1K
|
11.5K
$786K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
196New |
$13.2K - $14.2K
|
196
$13.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
194+ 0.44% |
$13.1K - $14K
|
44.3K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
184+ 5.69% |
$12.4K - $13.3K
|
3.42K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
176+ 0.15% |
$11.8K - $12.7K
|
120K
$8.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
167+ 1.55% |
$11.2K - $12.1K
|
10.9K
$748K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
163+ 23.76% |
$11K - $11.8K
|
849
$58.2K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
143New |
$9.62K - $10.4K
|
143
$9.8K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
138+ 1.3% |
$9.29K - $9.99K
|
10.7K
$736K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
123New |
$8.28K - $8.91K
|
123
$8.43K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
119+ 0.5% |
$8.01K - $8.62K
|
23.9K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
106+ 1.16% |
$7.13K - $7.68K
|
9.21K
$631K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
81+ 207.69% |
$5.45K - $5.87K
|
120
$8.22K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
69+ 0.86% |
$4.64K - $5K
|
8.11K
$556K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
67+ 2.14% |
$4.51K - $4.85K
|
3.19K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
56+ 0.55% |
$3.77K - $4.06K
|
10.2K
$696K
|