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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 19.99% |
$75.3K - $81K
|
4.48K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.05% |
$471 - $507
|
13.2K
$928K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.37KNew |
$227K - $244K
|
3.37K
$238K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.56K- 27.88% |
$307K - $330K
|
11.8K
$830K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
81+ 207.69% |
$5.45K - $5.87K
|
120
$8.46K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
208+ 1.85% |
$14K - $15.1K
|
11.5K
$808K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-348- 7.75% |
$23.4K - $25.2K
|
4.15K
$292K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.13% |
$673 - $724
|
8K
$564K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
318+ 3.68% |
$21.4K - $23K
|
8.96K
$631K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.52% |
$202 - $217
|
576
$40.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 5.51% |
$78.9K - $84.9K
|
22.5K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.26KNew |
$219K - $236K
|
3.26K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
138+ 1.3% |
$9.29K - $9.99K
|
10.7K
$757K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-50- 0.31% |
$3.36K - $3.62K
|
16.3K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$67.3 - $72.4
|
3.29K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$67.3 - $72.4
|
7.81K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
24.9KNew |
$1.67M - $1.8M
|
24.9K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.07% |
$336 - $362
|
6.91K
$487K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
874+ 25.22% |
$58.8K - $63.3K
|
4.34K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
123New |
$8.28K - $8.91K
|
123
$8.67K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.25% |
$673 - $724
|
4.03K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.41% |
$135 - $145
|
486
$34.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 328.5% |
$133K - $143K
|
2.57K
$181K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
7.22K+ 936.84% |
$486K - $523K
|
7.99K
$563K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-15- 0.38% |
$1.01K - $1.09K
|
3.98K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-746- 2.83% |
$50.2K - $54K
|
25.6K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 10.17% |
$67.4K - $72.5K
|
10.8K
$764K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-631- 15.52% |
$42.5K - $45.7K
|
3.43K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37K+ 106.74% |
$227K - $244K
|
6.53K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-913- 4.62% |
$61.4K - $66.1K
|
18.8K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.07K- 10.22% |
$341K - $367K
|
44.6K
$3.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
196New |
$13.2K - $14.2K
|
196
$13.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
163+ 23.76% |
$11K - $11.8K
|
849
$59.8K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-4.93K- 11.04% |
$332K - $357K
|
39.7K
$2.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
604+ 286.26% |
$40.6K - $43.7K
|
815
$57.4K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
107New |
$6.77K - $7.68K
|
107
$7.54K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.5K+ 4600.85% |
$2.06M - $2.33M
|
33.2K
$2.34M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-9.81K- 45.07% |
$621K - $704K
|
12K
$843K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.5K- 63.83% |
$857K - $972K
|
7.67K
$541K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10.4K- 53.16% |
$657K - $745K
|
9.14K
$644K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.06K+ 20.96% |
$257K - $291K
|
23.4K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.5K- 6.94% |
$3.01M - $3.41M
|
638K
$45M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.1K+ 8.73% |
$3.17M - $3.59M
|
624K
$44M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-95- 1.05% |
$6.01K - $6.82K
|
8.91K
$628K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.33K+ 2.69% |
$84.2K - $95.5K
|
50.8K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.34KNew |
$84.9K - $96.3K
|
1.34K
$94.5K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
784+ 4.64% |
$49.6K - $56.3K
|
17.7K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.5K- 99.95% |
$983K - $1.11M
|
7
$493
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
156+ 3.01% |
$9.87K - $11.2K
|
5.34K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.64K+ 467.03% |
$357K - $405K
|
6.84K
$482K
|
|