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 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-543- 7.44% |
$36.5K - $39.3K
|
6.75K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-564- 6.96% |
$38K - $40.8K
|
7.55K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-631- 15.52% |
$42.5K - $45.7K
|
3.43K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-638- 10.87% |
$42.9K - $46.2K
|
5.23K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-695- 3.93% |
$46.8K - $50.3K
|
17K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-746- 2.83% |
$50.2K - $54K
|
25.6K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-748- 3.42% |
$50.3K - $54.2K
|
21.1K
$1.45M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-877- 49.86% |
$59K - $63.5K
|
882
$60.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-913- 4.62% |
$61.4K - $66.1K
|
18.8K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-955- 7.88% |
$64.3K - $69.2K
|
11.2K
$765K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-959- 39.83% |
$64.5K - $69.5K
|
1.45K
$99.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 19.99% |
$75.3K - $81K
|
4.48K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.41K- 63.17% |
$94.9K - $102K
|
822
$56.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.51K- 22.97% |
$101K - $109K
|
5.05K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.62K- 6.1% |
$109K - $117K
|
24.9K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.75K- 12.33% |
$118K - $127K
|
12.4K
$852K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.05K- 14.08% |
$138K - $149K
|
12.5K
$858K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.26K- 3.97% |
$152K - $164K
|
54.6K
$3.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.95K- 20.86% |
$198K - $213K
|
11.2K
$766K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.16K- 2.52% |
$212K - $229K
|
122K
$8.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.19K- 41.98% |
$282K - $303K
|
5.79K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.19K- 53.11% |
$282K - $303K
|
3.7K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.56K- 27.88% |
$307K - $330K
|
11.8K
$807K
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4.71K- 6.98% |
$317K - $341K
|
62.7K
$4.3M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-4.93K- 11.04% |
$332K - $357K
|
39.7K
$2.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.07K- 10.22% |
$341K - $367K
|
44.6K
$3.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.47K- 45.72% |
$368K - $396K
|
6.49K
$445K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.48K- 12.43% |
$369K - $397K
|
38.6K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-5.7K- 15.98% |
$383K - $413K
|
30K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.3K- 59.08% |
$762K - $820K
|
7.84K
$537K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.3K- 59.08% |
$762K - $820K
|
7.84K
$537K
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-70.5K- 79.97% |
$4.75M - $5.11M
|
17.7K
$1.21M
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-70.5K- 79.97% |
$4.75M - $5.11M
|
17.7K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-89.2K- 10.96% |
$6M - $6.46M
|
724K
$49.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-216K- 75.9% |
$14.5M - $15.6M
|
68.6K
$4.7M
|