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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.87K- 85.52% |
$334K - $362K
|
316
$21.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.12K- 62.47% |
$380K - $412K
|
1.28K
$85.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.33K- 24.05% |
$416K - $452K
|
7.35K
$493K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.4K- 66.67% |
$429K - $466K
|
1.2K
$80.4K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.4K- 66.67% |
$429K - $466K
|
1.2K
$80.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.52K- 43.78% |
$451K - $489K
|
3.24K
$217K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.24K- 8.53% |
$578K - $628K
|
34.7K
$2.33M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.55K- 64.58% |
$634K - $688K
|
1.94K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.7K- 18.18% |
$662K - $719K
|
16.7K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.72K- 37.01% |
$664K - $721K
|
6.32K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.8K- 51.65% |
$679K - $737K
|
3.56K
$238K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.87K- 62.76% |
$691K - $751K
|
2.3K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.27K- 13.8% |
$763K - $828K
|
26.6K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4.37K- 24.9% |
$780K - $847K
|
13.2K
$882K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.38K- 47.16% |
$783K - $851K
|
4.91K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.77K- 25.5% |
$852K - $925K
|
13.9K
$933K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.92K- 43.3% |
$1.24M - $1.34M
|
9.06K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.82K- 21.08% |
$1.58M - $1.71M
|
33K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 89.54% |
$1.96M - $2.12M
|
1.28K
$85.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.8K- 9.32% |
$2.11M - $2.3M
|
115K
$7.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.5K- 52.57% |
$2.41M - $2.62M
|
12.2K
$816K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.6K- 37.53% |
$2.61M - $2.84M
|
24.3K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.6K- 7.97% |
$2.79M - $3.03M
|
180K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.4K- 19.75% |
$3.11M - $3.38M
|
70.7K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18.9K- 3.69% |
$3.37M - $3.66M
|
493K
$33M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.2K- 53.04% |
$3.43M - $3.73M
|
17K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-20.3K- 84.23% |
$3.63M - $3.94M
|
3.8K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-26.8K- 39.99% |
$4.78M - $5.2M
|
40.2K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.2K- 27.83% |
$5.04M - $5.47M
|
73.1K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.3K- 38.07% |
$6.32M - $6.86M
|
57.5K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-35.6K- 95.96% |
$6.37M - $6.91M
|
1.5K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43K- 25.79% |
$7.68M - $8.34M
|
124K
$8.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46K- 67.12% |
$8.21M - $8.92M
|
22.5K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.5K- 13.13% |
$9.56M - $10.4M
|
354K
$23.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-56.2K- 25.51% |
$10M - $10.9M
|
164K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-66.7K- 93.81% |
$11.9M - $12.9M
|
4.4K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-97.6K- 63.64% |
$17.4M - $18.9M
|
55.7K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-188K- 47.0% |
$33.7M - $36.6M
|
212K
$14.2M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-212K- 99.48% |
$37.9M - $41.2M
|
1.11K
$74.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-321K- 63.65% |
$57.4M - $62.3M
|
183K
$12.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-516K- 59.3% |
$92.2M - $100M
|
354K
$23.7M
|