Purchases and Sales Made in Q3 2023 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
505KNew |
$94.1M - $104M
|
505K
$33.8M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
265KNew |
$49.3M - $54.3M
|
265K
$17.7M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
82K+ 72.27% |
$15.3M - $16.8M
|
196K
$13.1M
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
66.9KNew |
$12.5M - $13.7M
|
66.9K
$4.49M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.9K+ 67.64% |
$11.5M - $12.7M
|
153K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
53.8K+ 310.98% |
$10M - $11M
|
71.1K
$4.76M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
46.2K+ 9.93% |
$8.62M - $9.49M
|
512K
$34.3M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29K+ 49.09% |
$5.41M - $5.96M
|
88.1K
$5.9M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.6K+ 11.38% |
$4.96M - $5.46M
|
260K
$17.5M
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
18.6K+ 338.18% |
$3.47M - $3.82M
|
24.1K
$1.61M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4K+ 24.61% |
$3.25M - $3.57M
|
88.1K
$5.9M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 193.71% |
$2.97M - $3.27M
|
24.2K
$1.62M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
8.22K+ 394.06% |
$1.53M - $1.69M
|
10.3K
$691K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.18K+ 29.15% |
$1.52M - $1.68M
|
36.2K
$2.43M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.35KNew |
$1.37M - $1.51M
|
7.35K
$493K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.13K+ 53.86% |
$1.33M - $1.46M
|
20.4K
$1.36M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.27K+ 1073.32% |
$983K - $1.08M
|
5.76K
$386K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.86K+ 150.53% |
$720K - $793K
|
6.43K
$431K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.51K+ 17.87% |
$654K - $720K
|
23.1K
$1.55M
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3.31KNew |
$618K - $680K
|
3.31K
$222K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29K+ 51.48% |
$614K - $675K
|
9.68K
$649K
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
BUY
|
- |
3.21K+ 37.32% |
$599K - $659K
|
11.8K
$792K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.13K+ 27.81% |
$584K - $643K
|
14.4K
$964K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.99K+ 44.59% |
$557K - $613K
|
9.68K
$649K
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2.82K+ 4.86% |
$526K - $579K
|
60.8K
$4.07M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.61KNew |
$487K - $536K
|
2.61K
$175K
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.49KNew |
$464K - $511K
|
2.49K
$167K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.03KNew |
$379K - $417K
|
2.03K
$136K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2KNew |
$373K - $411K
|
2K
$134K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.73KNew |
$323K - $356K
|
1.73K
$116K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.58K+ 2.31% |
$295K - $324K
|
69.9K
$4.68M
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.49K+ 2.87% |
$278K - $306K
|
53.5K
$3.58M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.48KNew |
$275K - $303K
|
1.48K
$98.8K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.42K+ 83.48% |
$264K - $290K
|
3.11K
$208K
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.36K+ 35.92% |
$253K - $279K
|
5.14K
$345K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.34KNew |
$250K - $275K
|
1.34K
$89.8K
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.17KNew |
$218K - $240K
|
1.17K
$78.5K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05K+ 23.27% |
$196K - $216K
|
5.57K
$373K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.05K+ 2.77% |
$196K - $216K
|
38.9K
$2.61M
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
766+ 4.57% |
$143K - $157K
|
17.5K
$1.17M
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
733+ 32.33% |
$137K - $150K
|
3K
$201K
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
728+ 33.36% |
$136K - $149K
|
2.91K
$195K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
541New |
$101K - $111K
|
541
$36.3K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
445+ 3.75% |
$83K - $91.4K
|
12.3K
$825K
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
384+ 25.96% |
$71.6K - $78.8K
|
1.86K
$125K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
290+ 0.83% |
$54.1K - $59.5K
|
35.2K
$2.36M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
252+ 2.11% |
$47K - $51.7K
|
12.2K
$819K
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
228New |
$42.5K - $46.8K
|
228
$15.3K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
210+ 840.0% |
$39.2K - $43.1K
|
235
$15.7K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
186New |
$34.7K - $38.2K
|
186
$12.5K
|