Purchases and Sales Made in Q4 2023 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
699+ 32.69% |
$125K - $136K
|
2.84K
$190K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
686+ 136.93% |
$123K - $133K
|
1.19K
$79.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
591+ 34.1% |
$106K - $115K
|
2.32K
$156K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
551+ 21.09% |
$98.5K - $107K
|
3.16K
$212K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
527+ 4.46% |
$94.2K - $102K
|
12.3K
$827K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
488New |
$87.2K - $94.7K
|
488
$32.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
375New |
$67K - $72.8K
|
375
$25.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
366+ 17.43% |
$65.4K - $71K
|
2.47K
$165K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
353+ 534.85% |
$63.1K - $68.5K
|
419
$28.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
320+ 2.6% |
$57.2K - $62.1K
|
12.6K
$847K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
290+ 9.02% |
$51.8K - $56.3K
|
3.51K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
244+ 4.28% |
$43.6K - $47.4K
|
5.94K
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
222+ 5.47% |
$39.7K - $43.1K
|
4.28K
$287K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
219+ 2.47% |
$39.1K - $42.5K
|
9.07K
$608K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
196New |
$35K - $38K
|
196
$13.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
187New |
$33.4K - $36.3K
|
187
$12.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
174New |
$31.1K - $33.8K
|
174
$11.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
115New |
$20.6K - $22.3K
|
115
$7.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
110+ 1.36% |
$19.7K - $21.4K
|
8.22K
$551K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
101+ 3.05% |
$18K - $19.6K
|
3.41K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$17.9K - $19.4K
|
100
$6.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
93New |
$16.6K - $18.1K
|
93
$6.23K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
86New |
$15.4K - $16.7K
|
86
$5.76K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
84+ 100.0% |
$15K - $16.3K
|
168
$11.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
77New |
$13.8K - $14.9K
|
77
$5.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
72+ 8.43% |
$12.9K - $14K
|
926
$62.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
65New |
$11.6K - $12.6K
|
65
$4.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
65New |
$11.6K - $12.6K
|
65
$4.36K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
59New |
$10.5K - $11.5K
|
59
$3.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
58+ 2.85% |
$10.4K - $11.3K
|
2.09K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
58+ 1.74% |
$10.4K - $11.3K
|
3.39K
$227K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
50New |
$8.94K - $9.71K
|
50
$3.35K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
35+ 0.23% |
$6.25K - $6.79K
|
15.2K
$1.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
34New |
$6.08K - $6.6K
|
34
$2.28K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 0.24% |
$6.08K - $6.6K
|
14K
$941K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
33+ 1.31% |
$5.9K - $6.41K
|
2.55K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 1.2% |
$3.57K - $3.88K
|
1.69K
$113K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17+ 1.17% |
$3.04K - $3.3K
|
1.47K
$98.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 1.92% |
$2.32K - $2.52K
|
690
$46.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
12New |
$2.14K - $2.33K
|
12
$804
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.46% |
$1.79K - $1.94K
|
2.16K
$145K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
8+ 1.9% |
$1.43K - $1.55K
|
430
$28.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.29% |
$715 - $776
|
1.36K
$91.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 1.64% |
$536 - $582
|
186
$12.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2+ 0.18% |
$357 - $388
|
1.12K
$74.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.74% |
$357 - $388
|
117
$7.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
2+ 0.18% |
$357 - $388
|
1.09K
$73.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.88% |
$179 - $194
|
115
$7.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4Closed |
$715 - $776
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.27% |
$1.07K - $1.16K
|
2.23K
$150K
|