Latest Institutional Transactions on Ishares U.S. Consumer Staples (IYK)
This table provides information on the latest institutional transactions involving Ishares U.S. Consumer Staples (IYK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.91K- 23.08% |
$190K - $206K
|
9.68K
$635K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.98KNew |
$325K - $353K
|
4.98K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.36KNew |
$220K - $238K
|
3.36K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
10+ 0.76% |
$653 - $709
|
1.32K
$86.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
132+ 0.89% |
$8.62K - $9.36K
|
14.9K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
889New |
$58.1K - $63K
|
889
$58.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.78% |
$131 - $142
|
259
$17K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
70+ 1.58% |
$4.57K - $4.96K
|
4.49K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.8% |
$457 - $496
|
877
$57.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.45K- 41.87% |
$226K - $245K
|
4.79K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 1.15% |
$88.9K - $96.5K
|
120K
$7.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 1.29% |
$3.07K - $3.33K
|
3.58K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
177+ 0.69% |
$11.6K - $12.6K
|
25.8K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33+ 0.78% |
$2.16K - $2.34K
|
4.24K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.09K+ 18.7% |
$137K - $148K
|
13.3K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.09% |
$392 - $426
|
6.9K
$452K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$131 - $142
|
5.91K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
352+ 4.58% |
$23K - $25K
|
8.05K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
402+ 3.51% |
$26.3K - $28.5K
|
11.8K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
49.3KNew |
$3.22M - $3.5M
|
49.3K
$3.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.83K+ 25.3% |
$185K - $201K
|
14K
$918K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
63New |
$4.12K - $4.47K
|
63
$4.13K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.1% |
$261 - $284
|
4.07K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.9K+ 34.45% |
$189K - $206K
|
11.3K
$741K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.44% |
$65.3 - $70.9
|
226
$14.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.92K+ 14.41% |
$387K - $420K
|
47K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$784 - $851
|
16.5K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07K+ 14.24% |
$69.7K - $75.7K
|
8.56K
$561K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-146- 1.09% |
$9.54K - $10.4K
|
13.3K
$872K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
278New |
$18.2K - $19.7K
|
278
$18.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
436+ 9.06% |
$28.5K - $30.9K
|
5.25K
$344K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-401- 0.88% |
$26.2K - $28.4K
|
44.9K
$2.94M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.33K- 6.73% |
$87K - $96.1K
|
18.5K
$1.21M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.19K+ 26.53% |
$273K - $302K
|
20K
$1.31M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.2KNew |
$734K - $811K
|
11.2K
$737K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-744- 9.34% |
$48.6K - $53.7K
|
7.22K
$473K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.42KNew |
$484K - $535K
|
7.42K
$486K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-715- 2.4% |
$46.7K - $51.6K
|
29.1K
$1.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.19% |
$65.3 - $72.1
|
523
$34.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-525- 41.97% |
$34.3K - $37.9K
|
726
$47.6K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-569- 3.06% |
$37.1K - $41K
|
18K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-319- 3.85% |
$20.8K - $23K
|
7.96K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
333+ 1.68% |
$21.7K - $24K
|
20.1K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4K+ 6.54% |
$1.14M - $1.25M
|
283K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
178+ 1.0% |
$11.6K - $12.8K
|
18K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
796+ 4.92% |
$52K - $57.4K
|
17K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.08K- 8.85% |
$70.6K - $78K
|
11.1K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 0.79% |
$231K - $256K
|
448K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$19.6K - $21.6K
|
300
$19.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.9K- 77.09% |
$840K - $928K
|
3.82K
$251K
|
|