Purchases and Sales Made in Q3 2021 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-15- 0.31% |
$2.69K - $2.83K
|
4.88K
$327K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-15- 0.26% |
$2.69K - $2.83K
|
5.72K
$383K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-20- 3.24% |
$3.59K - $3.77K
|
598
$40.1K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30- 1.21% |
$5.39K - $5.65K
|
2.46K
$165K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30- 30.0% |
$5.39K - $5.65K
|
70
$4.69K
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-50- 3.65% |
$8.98K - $9.42K
|
1.32K
$88.5K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-50- 2.49% |
$8.98K - $9.42K
|
1.96K
$131K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-53- 3.62% |
$9.52K - $9.99K
|
1.41K
$94.6K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-66- 20.31% |
$11.9K - $12.4K
|
259
$17.4K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-66- 4.57% |
$11.9K - $12.4K
|
1.38K
$92.4K
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-70- 4.24% |
$12.6K - $13.2K
|
1.58K
$106K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-70- 2.47% |
$12.6K - $13.2K
|
2.77K
$185K
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-81- 0.47% |
$14.5K - $15.3K
|
17.2K
$1.15M
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-87- 9.72% |
$15.6K - $16.4K
|
808
$54.1K
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
SELL
|
- |
-93- 6.74% |
$16.7K - $17.5K
|
1.29K
$86.2K
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-105- 3.68% |
$18.9K - $19.8K
|
2.75K
$184K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-114- 2.16% |
$20.5K - $21.5K
|
5.15K
$345K
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-139- 0.48% |
$25K - $26.2K
|
28.7K
$1.92M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-142Closed |
$25.5K - $26.8K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-167- 30.47% |
$30K - $31.5K
|
381
$25.5K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-173- 25.07% |
$31.1K - $32.6K
|
517
$34.6K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-185Closed |
$33.2K - $34.9K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-199- 2.61% |
$35.7K - $37.5K
|
7.42K
$497K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 4.98% |
$35.9K - $37.7K
|
3.81K
$256K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-367- 7.42% |
$65.9K - $69.1K
|
4.58K
$307K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-477- 8.61% |
$85.7K - $89.9K
|
5.06K
$339K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-484- 9.8% |
$86.9K - $91.2K
|
4.46K
$299K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-529- 19.61% |
$95K - $99.7K
|
2.17K
$145K
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-594- 22.34% |
$107K - $112K
|
2.07K
$138K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-745- 5.62% |
$134K - $140K
|
12.5K
$838K
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-784- 15.91% |
$141K - $148K
|
4.14K
$278K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-838- 9.18% |
$150K - $158K
|
8.29K
$556K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-892- 23.0% |
$160K - $168K
|
2.99K
$200K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.04KClosed |
$187K - $197K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.19KClosed |
$214K - $225K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.3K- 28.31% |
$233K - $244K
|
3.28K
$220K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-1.34K- 39.82% |
$240K - $252K
|
2.02K
$135K
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1.41KClosed |
$253K - $266K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.6KClosed |
$288K - $302K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.39K- 22.35% |
$429K - $450K
|
8.31K
$557K
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.4K- 66.67% |
$431K - $452K
|
1.2K
$80.4K
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.59KClosed |
$465K - $488K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.97KClosed |
$534K - $560K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-3.23K- 91.52% |
$580K - $608K
|
299
$20K
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-5.15KClosed |
$925K - $971K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.43K- 55.91% |
$1.69M - $1.78M
|
7.44K
$498K
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-13.9KClosed |
$2.5M - $2.62M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-16.9K- 84.03% |
$3.04M - $3.19M
|
3.21K
$215K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.7K- 10.05% |
$3.18M - $3.33M
|
158K
$10.6M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.2K- 62.58% |
$3.45M - $3.62M
|
11.5K
$770K
|