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 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-23- 38.98% |
$4.11K - $4.46K
|
36
$2.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-34- 18.28% |
$6.08K - $6.6K
|
152
$10.2K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-43- 1.02% |
$7.68K - $8.35K
|
4.16K
$278K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-47- 21.17% |
$8.4K - $9.12K
|
175
$11.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-47- 1.98% |
$8.4K - $9.12K
|
2.32K
$156K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-53- 2.11% |
$9.47K - $10.3K
|
2.45K
$164K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-60- 0.94% |
$10.7K - $11.6K
|
6.32K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-72- 2.27% |
$12.9K - $14K
|
3.1K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-79- 24.46% |
$14.1K - $15.3K
|
244
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-80- 48.48% |
$14.3K - $15.5K
|
85
$5.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-87- 4.64% |
$15.5K - $16.9K
|
1.79K
$120K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-89- 1.73% |
$15.9K - $17.3K
|
5.05K
$339K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-96- 7.23% |
$17.2K - $18.6K
|
1.23K
$82.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-100- 7.35% |
$17.9K - $19.4K
|
1.26K
$84.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-130- 2.45% |
$23.2K - $25.2K
|
5.18K
$347K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-131- 22.24% |
$23.4K - $25.4K
|
458
$30.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-134- 4.6% |
$23.9K - $26K
|
2.78K
$186K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-141- 1.86% |
$25.2K - $27.4K
|
7.42K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-145- 0.55% |
$25.9K - $28.1K
|
26.3K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-147- 2.94% |
$26.3K - $28.5K
|
4.85K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-148- 4.93% |
$26.4K - $28.7K
|
2.85K
$191K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-153- 53.13% |
$27.3K - $29.7K
|
135
$9.05K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-153- 9.88% |
$27.3K - $29.7K
|
1.4K
$93.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-187- 9.45% |
$33.4K - $36.3K
|
1.79K
$120K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-203- 7.57% |
$36.3K - $39.4K
|
2.48K
$166K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-224- 61.04% |
$40K - $43.5K
|
143
$9.58K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-236- 30.3% |
$42.2K - $45.8K
|
543
$36.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-240- 2.48% |
$42.9K - $46.6K
|
9.44K
$633K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-251- 75.38% |
$44.9K - $48.7K
|
82
$5.49K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-254- 12.25% |
$45.4K - $49.3K
|
1.82K
$122K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-288- 15.46% |
$51.5K - $55.9K
|
1.58K
$106K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-342- 2.05% |
$61.1K - $66.4K
|
16.4K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-468- 11.61% |
$83.6K - $90.8K
|
3.56K
$239K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-489- 29.93% |
$87.4K - $94.9K
|
1.15K
$76.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-534- 24.99% |
$95.4K - $104K
|
1.6K
$107K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-581- 18.89% |
$104K - $113K
|
2.49K
$167K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-679- 20.97% |
$121K - $132K
|
2.56K
$171K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-706- 35.04% |
$126K - $137K
|
1.31K
$87.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-743- 55.45% |
$133K - $144K
|
597
$40K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-810- 1.16% |
$145K - $157K
|
69.1K
$4.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-916- 31.64% |
$164K - $178K
|
1.98K
$133K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-982- 15.28% |
$175K - $191K
|
5.44K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.3K- 63.6% |
$232K - $252K
|
744
$49.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.44K- 10.01% |
$258K - $280K
|
13K
$868K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.47K- 8.18% |
$263K - $286K
|
16.5K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.58K- 50.64% |
$281K - $306K
|
1.54K
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-1.62K- 24.17% |
$289K - $313K
|
5.07K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.64K- 30.85% |
$293K - $318K
|
3.68K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.67K- 51.69% |
$298K - $323K
|
1.56K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.76K- 17.77% |
$315K - $342K
|
8.17K
$547K
|