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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-854Closed |
$150K - $157K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$263K - $276K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-16.4KClosed |
$2.88M - $3.02M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-255Closed |
$44.8K - $47K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
SELL
|
- |
-4.46KClosed |
$783K - $821K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.27KNew |
$925K - $970K
|
5.27K
$376K
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.94KClosed |
$1.22M - $1.28M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10New |
$1.65K - $1.82K
|
10
$714
|
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-41Closed |
$6.78K - $7.46K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.48KClosed |
$244K - $268K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-213Closed |
$35.2K - $38.7K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14Closed |
$2.32K - $2.55K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-113KClosed |
$18.7M - $20.6M
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.58KClosed |
$592K - $651K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150Closed |
$24.8K - $27.3K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-14- 87.5% |
$2.32K - $2.55K
|
2
$143
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-18Closed |
$2.61K - $3.12K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
1.22KNew |
$176K - $211K
|
1.22K
$86.8K
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-24Closed |
$3.47K - $4.16K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49Closed |
$7.09K - $8.5K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-51KClosed |
$7.38M - $8.84M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.5KClosed |
$217K - $260K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-19Closed |
$2.43K - $2.94K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-100Closed |
$12.8K - $15.5K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-99Closed |
$12.7K - $15.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
70+ 22.22% |
$7.33K - $9.27K
|
385
$27.5K
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.53KClosed |
$265K - $335K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-14.9KClosed |
$1.56M - $1.97M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-6.35KClosed |
$665K - $841K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-65.4KClosed |
$6.85M - $8.67M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3KClosed |
$280K - $420K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
BUY
|
- |
106New |
$9.9K - $14.8K
|
106
$7.57K
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-698Closed |
$65.2K - $97.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-69Closed |
$6.45K - $9.65K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-109Closed |
$10.2K - $15.2K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 18, 2020
Q4 2019
|
Townsquare Capital LLC
|
SELL
|
- |
-5.95KClosed |
$733K - $796K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-175Closed |
$21.6K - $23.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30New |
$3.7K - $4.01K
|
30
$2.14K
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-240Closed |
$29.6K - $32.1K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-17.1KClosed |
$2.11M - $2.29M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.78KClosed |
$712K - $773K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-50Closed |
$6.16K - $6.69K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 07, 2019
Q3 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-30.2KClosed |
$3.6M - $3.83M
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-57Closed |
$6.8K - $7.23K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-800Closed |
$95.5K - $102K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-300Closed |
$35.8K - $38.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-612Closed |
$70.5K - $75.6K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-100Closed |
$11.5K - $12.4K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-680Closed |
$78.4K - $84K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-106Closed |
$12.2K - $13.1K
|
0
$0
|
|