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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
53+ 13.38% |
$3.57K - $3.84K
|
449
$30.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 5.58% |
$3.57K - $3.84K
|
1K
$68.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50New |
$3.36K - $3.62K
|
50
$3.43K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 0.38% |
$3.16K - $3.4K
|
12.4K
$850K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46+ 0.56% |
$3.1K - $3.33K
|
8.23K
$564K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
28+ 0.41% |
$1.88K - $2.03K
|
6.8K
$466K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18New |
$1.21K - $1.3K
|
18
$1.23K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.13% |
$673 - $724
|
8K
$548K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.25% |
$673 - $724
|
4.03K
$276K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
8+ 0.6% |
$538 - $579
|
1.34K
$91.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
7+ 0.49% |
$471 - $507
|
1.43K
$98.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.05% |
$471 - $507
|
13.2K
$902K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6+ 0.03% |
$404 - $435
|
17.3K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.07% |
$336 - $362
|
6.91K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.29% |
$269 - $290
|
1.37K
$93.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.45% |
$269 - $290
|
893
$61.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.52% |
$202 - $217
|
576
$39.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.57% |
$135 - $145
|
354
$24.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.41% |
$135 - $145
|
486
$33.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.38% |
$135 - $145
|
527
$36.1K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.01% |
$67.3 - $72.4
|
18K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$67.3 - $72.4
|
3.29K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$67.3 - $72.4
|
7.81K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.56% |
$67.3 - $72.4
|
65
$4.45K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10- 0.17% |
$673 - $724
|
5.84K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-15- 0.38% |
$1.01K - $1.09K
|
3.98K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-16- 8.84% |
$1.08K - $1.16K
|
165
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-20- 8.58% |
$1.35K - $1.45K
|
213
$14.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-37- 0.31% |
$2.49K - $2.68K
|
12.1K
$827K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-39- 0.59% |
$2.62K - $2.82K
|
6.58K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-50- 0.31% |
$3.36K - $3.62K
|
16.3K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-93- 2.52% |
$6.26K - $6.74K
|
3.6K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-110- 1.61% |
$7.4K - $7.97K
|
6.73K
$461K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-121- 0.87% |
$8.14K - $8.76K
|
13.8K
$944K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-135- 2.82% |
$9.08K - $9.78K
|
4.65K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-267- 2.26% |
$18K - $19.3K
|
11.6K
$793K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-288- 28.24% |
$19.4K - $20.9K
|
732
$50.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-295- 75.45% |
$19.9K - $21.4K
|
96
$6.58K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-331- 0.84% |
$22.3K - $24K
|
39.2K
$2.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-348- 7.75% |
$23.4K - $25.2K
|
4.15K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-375- 2.96% |
$25.2K - $27.2K
|
12.3K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-390- 4.27% |
$26.2K - $28.2K
|
8.75K
$600K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-392- 2.1% |
$26.4K - $28.4K
|
18.2K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-399- 5.71% |
$26.8K - $28.9K
|
6.59K
$452K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-422- 3.2% |
$28.4K - $30.6K
|
12.8K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-449- 32.0% |
$30.2K - $32.5K
|
954
$65.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-482- 22.62% |
$32.4K - $34.9K
|
1.65K
$113K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-514- 9.37% |
$34.6K - $37.2K
|
4.97K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-541- 11.79% |
$36.4K - $39.2K
|
4.05K
$277K
|