Purchases and Sales Made in Q3 2025 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
192K+ 280.23% |
$13M - $13.8M
|
261K
$17.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.26KNew |
$424K - $449K
|
6.26K
$429K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.04KNew |
$341K - $361K
|
5.04K
$345K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.31KNew |
$291K - $309K
|
4.31K
$295K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.23KNew |
$286K - $303K
|
4.23K
$290K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4.22K+ 385.28% |
$285K - $302K
|
5.31K
$364K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4KNew |
$270K - $287K
|
4K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.7K+ 81.82% |
$183K - $194K
|
6K
$411K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.57K+ 2.84% |
$174K - $184K
|
92.9K
$6.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
510+ 1.99% |
$34.5K - $36.6K
|
26.1K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
246+ 5.77% |
$16.6K - $17.6K
|
4.51K
$309K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
192+ 4.42% |
$13K - $13.8K
|
4.53K
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158+ 6.15% |
$10.7K - $11.3K
|
2.73K
$187K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
87+ 116.0% |
$5.89K - $6.24K
|
162
$11.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
86+ 0.77% |
$5.82K - $6.16K
|
11.2K
$770K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
68+ 8.34% |
$4.6K - $4.87K
|
883
$60.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
63+ 1.64% |
$4.26K - $4.52K
|
3.91K
$268K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
27New |
$1.83K - $1.94K
|
27
$1.85K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.09% |
$406 - $430
|
6.92K
$474K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.69% |
$271 - $287
|
580
$39.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$135 - $143
|
7.82K
$535K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2+ 0.06% |
$135 - $143
|
3.29K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
2+ 0.45% |
$135 - $143
|
451
$30.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.15% |
$67.7 - $71.7
|
88
$6.03K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 0.22% |
$1.01K - $1.08K
|
6.88K
$471K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-27- 21.95% |
$1.83K - $1.94K
|
96
$6.58K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-43- 0.74% |
$2.91K - $3.08K
|
5.8K
$397K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-130- 0.33% |
$8.79K - $9.32K
|
39.6K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-155- 4.54% |
$10.5K - $11.1K
|
3.26K
$223K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-244- 1.97% |
$16.5K - $17.5K
|
12.2K
$834K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-248- 1.16% |
$16.8K - $17.8K
|
21.2K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-273- 2.32% |
$18.5K - $19.6K
|
11.5K
$788K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-306- 50.5% |
$20.7K - $21.9K
|
300
$20.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-375- 2.85% |
$25.4K - $26.9K
|
12.8K
$877K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-380- 9.54% |
$25.7K - $27.2K
|
3.6K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-395- 3.27% |
$26.7K - $28.3K
|
11.7K
$800K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-480- 10.18% |
$32.5K - $34.4K
|
4.23K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.81K- 27.59% |
$123K - $130K
|
4.76K
$326K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-2K- 12.28% |
$135K - $143K
|
14.3K
$977K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.78K- 24.26% |
$188K - $199K
|
8.69K
$595K
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-4.34K- 79.85% |
$293K - $311K
|
1.09K
$75K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.98K- 46.84% |
$404K - $428K
|
6.78K
$465K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-6.99K- 87.47% |
$473K - $501K
|
1K
$68.7K
|