Purchases and Sales Made in Q3 2023 in Ishares U.S. Consumer Staples (IYK)

IYK Quotes by TradingView

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 13, 2023 Q3 2023
First Citizens Financial Corp

BUY
 -
183
+ 1.22%
$34.1K - $37.6K
15.1K $1.01M
Oct 24, 2023 Q3 2023
Retirement Planning Group

BUY
 -
171
+ 6.71%
$31.9K - $35.1K
2.72K $182K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
170
+ 7.25%
$31.7K - $34.9K
2.52K $169K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
149
+ 1.63%
$27.8K - $30.6K
9.29K $623K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
146
+ 1.55%
$27.2K - $30K
9.57K $642K
Oct 11, 2023 Q3 2023
D. Scott Neal, Inc.

BUY
 -
140
+ 0.32%
$26.1K - $28.7K
43.2K $2.9M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
133
+ 20.59%
$24.8K - $27.3K
779 $52.2K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
123
+ 7.97%
$22.9K - $25.3K
1.67K $112K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
120
+ 266.67%
$22.4K - $24.6K
165 $11.1K
Nov 08, 2023 Q3 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
120
+ 0.46%
$22.4K - $24.6K
26.4K $1.77M
Nov 13, 2023 Q3 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
101
+ 13.41%
$18.8K - $20.7K
854 $57.2K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
100
+ 0.63%
$18.7K - $20.5K
16K $1.07M
Jan 12, 2024 Q3 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
97
+ 4.02%
$18.1K - $19.9K
2.51K $168K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
92
+ 3.55%
$17.2K - $18.9K
2.68K $180K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
84
New
$15.7K - $17.2K
84 $5.63K
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
60
+ 45.8%
$11.2K - $12.3K
191 $12.8K
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
59
+ 0.92%
$11K - $12.1K
6.46K $433K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
58
+ 1.86%
$10.8K - $11.9K
3.17K $212K
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

BUY
 -
34
+ 1.61%
$6.34K - $6.98K
2.15K $144K
Oct 19, 2023 Q3 2023
Progressive Investment Management Corp

BUY
 -
33
New
$6.15K - $6.77K
33 $2.21K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
28
New
$5.22K - $5.75K
28 $1.88K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
20
+ 71.43%
$3.73K - $4.11K
48 $3.22K
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
12
+ 0.67%
$2.24K - $2.46K
1.8K $121K
Dec 01, 2023 Q3 2023
Gilfoyle & CO LLC

New York, NY
BUY
 -
10
New
$1.87K - $2.05K
10 $670
Dec 14, 2023 Q3 2023
Wyrmwood Management LLC

New York, NY
BUY
 -
10
New
$1.87K - $2.05K
10 $670
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
5
New
$933 - $1.03K
5 $335
Oct 31, 2023 Q3 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
4
New
$746 - $821
4 $268
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
4
+ 0.18%
$746 - $821
2.18K $146K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-5
- 19.23%
$933 - $1.03K
21 $1.41K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-8
- 0.08%
$1.49K - $1.64K
10K $673K
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
SELL
 -
-12
- 0.27%
$2.24K - $2.46K
4.46K $299K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-13
- 1.01%
$2.42K - $2.67K
1.28K $85.5K
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

SELL
 -
-15
- 1.33%
$2.8K - $3.08K
1.12K $74.8K
Oct 04, 2023 Q3 2023
Charter Oak Capital Management, LLC

SELL
 -
-16
- 0.79%
$2.98K - $3.28K
2.02K $135K
Nov 07, 2023 Q3 2023
Cookson Peirce & CO Inc

SELL
 -
-17
- 0.72%
$3.17K - $3.49K
2.34K $157K
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-24
- 19.67%
$4.48K - $4.93K
98 $6.57K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-31
- 55.36%
$5.78K - $6.36K
25 $1.68K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

SELL
 -
-34
- 1.61%
$6.34K - $6.98K
2.07K $139K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-35
- 1.46%
$6.53K - $7.19K
2.37K $159K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-36
- 0.36%
$6.71K - $7.39K
9.93K $665K
Oct 10, 2023 Q3 2023
Wealth Care Investment Partners, LLC

SELL
 -
-39
- 0.1%
$7.27K - $8.01K
37.9K $2.54M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

SELL
 -
-40
- 3.49%
$7.46K - $8.21K
1.11K $74.1K
Oct 12, 2023 Q3 2023
Ferguson Wellman Capital Management, Inc

SELL
 -
-40
- 1.85%
$7.46K - $8.21K
2.13K $142K
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
SELL
 -
-52
- 92.86%
$9.7K - $10.7K
4 $268
Oct 20, 2023 Q3 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-62
- 0.81%
$11.6K - $12.7K
7.56K $507K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-72
- 26.28%
$13.4K - $14.8K
202 $13.5K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-75
- 1.3%
$14K - $15.4K
5.7K $382K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-76
- 3.43%
$14.2K - $15.6K
2.14K $143K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-81
- 3.02%
$15.1K - $16.6K
2.6K $174K

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