Purchases and Sales Made in Q4 2021 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
198+ 5.34% |
$35.6K - $39.6K
|
3.91K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
195+ 7.04% |
$35.1K - $39K
|
2.96K
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
191+ 13.85% |
$34.4K - $38.2K
|
1.57K
$105K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
159+ 11.06% |
$28.6K - $31.8K
|
1.6K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
158+ 0.51% |
$28.4K - $31.6K
|
31.1K
$2.08M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
130+ 8.53% |
$23.4K - $26K
|
1.65K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
125New |
$22.5K - $25K
|
125
$8.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
118+ 4.8% |
$21.2K - $23.6K
|
2.58K
$173K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
118+ 2.65% |
$21.2K - $23.6K
|
4.58K
$307K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
95New |
$17.1K - $19K
|
95
$6.37K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
83New |
$14.9K - $16.6K
|
83
$5.56K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
82New |
$14.7K - $16.4K
|
82
$5.49K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
80New |
$14.4K - $16K
|
80
$5.36K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
63+ 1.22% |
$11.3K - $12.6K
|
5.22K
$350K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
61+ 0.88% |
$11K - $12.2K
|
6.99K
$468K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55+ 0.87% |
$9.89K - $11K
|
6.37K
$427K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
43New |
$7.73K - $8.61K
|
43
$2.88K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
35New |
$6.3K - $7.01K
|
35
$2.35K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
20+ 0.62% |
$3.6K - $4K
|
3.23K
$217K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
19+ 0.92% |
$3.42K - $3.8K
|
2.08K
$140K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 0.59% |
$3.42K - $3.8K
|
3.23K
$217K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
16+ 0.8% |
$2.88K - $3.2K
|
2K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
16+ 1.31% |
$2.88K - $3.2K
|
1.24K
$83.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.64% |
$2.34K - $2.6K
|
2.03K
$136K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
13+ 0.71% |
$2.34K - $2.6K
|
1.83K
$123K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$1.8K - $2K
|
4.15K
$278K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9+ 1.51% |
$1.62K - $1.8K
|
607
$40.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.37% |
$1.08K - $1.2K
|
1.61K
$108K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5+ 0.02% |
$899 - $1K
|
28.7K
$1.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
2+ 0.16% |
$360 - $400
|
1.29K
$86.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 1.14% |
$360 - $400
|
177
$11.9K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.15% |
$360 - $400
|
1.32K
$88.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.91% |
$180 - $200
|
111
$7.44K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.96% |
$180 - $200
|
105
$7.04K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$180 - $200
|
2.46K
$165K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.32% |
$180 - $200
|
77
$5.16K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.19% |
$180 - $200
|
518
$34.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6- 1.72% |
$1.08K - $1.2K
|
343
$23K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7- 0.27% |
$1.26K - $1.4K
|
2.6K
$174K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10Closed |
$1.8K - $2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 2.72% |
$2.7K - $3K
|
537
$36K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-15- 0.2% |
$2.7K - $3K
|
7.4K
$496K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-15- 0.26% |
$2.7K - $3K
|
5.7K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23- 0.5% |
$4.14K - $4.6K
|
4.55K
$305K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-25- 0.51% |
$4.5K - $5K
|
4.86K
$325K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-32Closed |
$5.76K - $6.41K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-56- 1.11% |
$10.1K - $11.2K
|
5.01K
$336K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-65- 5.45% |
$11.7K - $13K
|
1.13K
$75.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-73- 7.68% |
$13.1K - $14.6K
|
877
$58.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-81Closed |
$14.6K - $16.2K
|
0
$0
|