Purchases and Sales Made in Q3 2024 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q3 2024. 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 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$19.6K - $21.6K
|
300
$19.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
300+ 9.58% |
$19.6K - $21.6K
|
3.43K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
254+ 5.57% |
$16.6K - $18.3K
|
4.81K
$312K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
223+ 6.54% |
$14.6K - $16.1K
|
3.63K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
178+ 1.0% |
$11.6K - $12.8K
|
18K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
171+ 1.69% |
$11.2K - $12.3K
|
10.3K
$668K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
168New |
$11K - $12.1K
|
168
$10.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
150+ 1.81% |
$9.79K - $10.8K
|
8.42K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
150+ 1.27% |
$9.79K - $10.8K
|
11.9K
$775K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
136+ 66.67% |
$8.88K - $9.81K
|
340
$22.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
108+ 0.43% |
$7.05K - $7.79K
|
25.1K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
104+ 6.58% |
$6.79K - $7.5K
|
1.69K
$109K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
82+ 141.38% |
$5.35K - $5.91K
|
140
$9.09K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
79+ 2.06% |
$5.16K - $5.7K
|
3.91K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
45New |
$2.94K - $3.25K
|
45
$2.92K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
36New |
$2.35K - $2.6K
|
36
$2.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35+ 0.49% |
$2.28K - $2.52K
|
7.24K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30+ 20.83% |
$1.96K - $2.16K
|
174
$11.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
24+ 0.46% |
$1.57K - $1.73K
|
5.24K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
20+ 2.06% |
$1.31K - $1.44K
|
990
$64.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.77% |
$1.04K - $1.15K
|
2.11K
$137K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
14+ 0.3% |
$914 - $1.01K
|
4.64K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
10+ 0.77% |
$653 - $721
|
1.31K
$85.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.16% |
$653 - $721
|
6.41K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9+ 0.01% |
$587 - $649
|
119K
$7.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9+ 0.29% |
$587 - $649
|
3.07K
$200K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
7+ 0.1% |
$457 - $505
|
6.9K
$448K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 0.37% |
$326 - $361
|
1.35K
$87.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.58% |
$326 - $361
|
870
$56.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.71% |
$261 - $288
|
566
$36.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.87% |
$196 - $216
|
348
$22.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2+ 0.04% |
$131 - $144
|
5.63K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.06% |
$131 - $144
|
3.28K
$213K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.19% |
$65.3 - $72.1
|
523
$34K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.39% |
$65.3 - $72.1
|
257
$16.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.18% |
$65.3 - $72.1
|
86
$5.58K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$65.3 - $72.1
|
7.81K
$507K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.59% |
$65.3 - $72.1
|
64
$4.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 1.56% |
$65.3 - $72.1
|
63
$4.09K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1- 0.03% |
$65.3 - $72.1
|
3.02K
$196K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-19- 0.04% |
$1.24K - $1.37K
|
45.3K
$2.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21- 0.12% |
$1.37K - $1.51K
|
17.7K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-52- 0.46% |
$3.39K - $3.75K
|
11.2K
$726K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-59- 0.99% |
$3.85K - $4.26K
|
5.9K
$383K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-60- 1.27% |
$3.92K - $4.33K
|
4.67K
$303K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 2.45% |
$4.05K - $4.47K
|
2.47K
$160K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-69- 0.95% |
$4.5K - $4.98K
|
7.16K
$465K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-70- 1.16% |
$4.57K - $5.05K
|
5.96K
$387K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-87- 2.28% |
$5.68K - $6.27K
|
3.72K
$242K
|