Purchases and Sales Made in Q4 2022 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q4 2022. 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 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.3% |
$59.8 - $210
|
78
$5.45K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.02% |
$59.8 - $210
|
6.56K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.67% |
$59.8 - $210
|
151
$10.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$59.8 - $210
|
1.1K
$77K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6- 9.23% |
$359 - $1.26K
|
59
$4.13K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-8- 0.1% |
$478 - $1.68K
|
8.35K
$584K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8- 0.88% |
$478 - $1.68K
|
900
$62.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16- 0.92% |
$956 - $3.36K
|
1.73K
$121K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24- 0.74% |
$1.43K - $5.04K
|
3.21K
$225K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-24- 0.99% |
$1.43K - $5.04K
|
2.39K
$167K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-29- 0.88% |
$1.73K - $6.09K
|
3.26K
$228K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-37- 58.73% |
$2.21K - $7.77K
|
26
$1.82K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-42- 2.26% |
$2.51K - $8.82K
|
1.82K
$127K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42- 1.63% |
$2.51K - $8.82K
|
2.53K
$177K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-93- 0.74% |
$5.56K - $19.5K
|
12.4K
$867K
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-96- 5.49% |
$5.74K - $20.2K
|
1.65K
$116K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-121- 0.71% |
$7.23K - $25.4K
|
17K
$1.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-122- 0.88% |
$7.29K - $25.6K
|
13.8K
$962K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-130- 2.73% |
$7.77K - $27.3K
|
4.64K
$324K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-144- 10.68% |
$8.61K - $30.2K
|
1.2K
$84.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-158- 12.65% |
$9.44K - $33.2K
|
1.09K
$76.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-159- 4.9% |
$9.5K - $33.4K
|
3.09K
$216K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-171- 1.33% |
$10.2K - $35.9K
|
12.7K
$890K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-183- 6.13% |
$10.9K - $38.4K
|
2.8K
$196K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-211- 3.05% |
$12.6K - $44.3K
|
6.72K
$470K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-222- 0.26% |
$13.3K - $46.6K
|
86.8K
$6.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-231- 4.88% |
$13.8K - $48.5K
|
4.51K
$315K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-245- 2.48% |
$14.6K - $51.5K
|
9.65K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-277- 4.41% |
$16.6K - $58.2K
|
6.01K
$420K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-285- 13.91% |
$17K - $59.9K
|
1.76K
$123K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-285- 11.23% |
$17K - $59.9K
|
2.25K
$158K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-287- 8.86% |
$17.2K - $60.3K
|
2.95K
$206K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-312- 0.83% |
$18.6K - $65.5K
|
37.2K
$2.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-337- 88.92% |
$20.1K - $70.8K
|
42
$2.94K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-352- 25.84% |
$21K - $73.9K
|
1.01K
$70.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-569- 11.46% |
$34K - $120K
|
4.4K
$307K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-597- 7.78% |
$35.7K - $125K
|
7.08K
$495K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-868- 4.34% |
$51.9K - $182K
|
19.1K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.09K- 1.61% |
$65K - $228K
|
66.6K
$4.66M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.11K- 10.86% |
$66.5K - $234K
|
9.14K
$639K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.22K- 48.51% |
$72.8K - $256K
|
1.29K
$90.4K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 35.95% |
$80.4K - $283K
|
2.4K
$168K
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.36K- 8.98% |
$81.2K - $285K
|
13.8K
$964K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 3.57% |
$82.6K - $290K
|
37.3K
$2.61M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.69K- 27.63% |
$101K - $355K
|
4.42K
$309K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.76K- 18.84% |
$105K - $369K
|
7.57K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.1K- 8.61% |
$126K - $441K
|
22.3K
$1.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.22K- 40.89% |
$133K - $466K
|
3.21K
$224K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.65K- 48.5% |
$158K - $556K
|
2.81K
$197K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.26K- 56.31% |
$195K - $685K
|
2.53K
$177K
|