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
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.98KNew |
$325K - $353K
|
4.98K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.91K- 23.08% |
$190K - $206K
|
9.68K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
889New |
$58.1K - $63K
|
889
$62.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
70+ 1.58% |
$4.57K - $4.96K
|
4.49K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.8% |
$457 - $496
|
877
$61.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.45K- 41.87% |
$226K - $245K
|
4.79K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 1.15% |
$88.9K - $96.5K
|
120K
$8.37M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.78% |
$131 - $142
|
259
$18.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 1.29% |
$3.07K - $3.33K
|
3.58K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
177+ 0.69% |
$11.6K - $12.6K
|
25.8K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33+ 0.78% |
$2.16K - $2.34K
|
4.24K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.09K+ 18.7% |
$137K - $148K
|
13.3K
$926K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$131 - $142
|
5.91K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
352+ 4.58% |
$23K - $25K
|
8.05K
$562K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
402+ 3.51% |
$26.3K - $28.5K
|
11.8K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
49.3KNew |
$3.22M - $3.5M
|
49.3K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.09% |
$392 - $426
|
6.9K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.83K+ 25.3% |
$185K - $201K
|
14K
$977K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
63New |
$4.12K - $4.47K
|
63
$4.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.1% |
$261 - $284
|
4.07K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.9K+ 34.45% |
$189K - $206K
|
11.3K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.44% |
$65.3 - $70.9
|
226
$15.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.92K+ 14.41% |
$387K - $420K
|
47K
$3.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-146- 1.09% |
$9.54K - $10.4K
|
13.3K
$929K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07K+ 14.24% |
$69.7K - $75.7K
|
8.56K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$784 - $851
|
16.5K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
278New |
$18.2K - $19.7K
|
278
$19.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
436+ 9.06% |
$28.5K - $30.9K
|
5.25K
$366K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-401- 0.88% |
$26.2K - $28.4K
|
44.9K
$3.14M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.42KNew |
$484K - $535K
|
7.42K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
391New |
$25.5K - $28.2K
|
391
$27.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.95KNew |
$258K - $285K
|
3.95K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.6KNew |
$496K - $548K
|
7.6K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$19.6K - $21.6K
|
300
$20.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.9K- 77.09% |
$840K - $928K
|
3.82K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
402KNew |
$26.2M - $29M
|
402K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.06% |
$131 - $144
|
3.28K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
45New |
$2.94K - $3.25K
|
45
$3.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.9KNew |
$189K - $209K
|
2.9K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.24KNew |
$211K - $234K
|
3.24K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.33K- 27.49% |
$86.5K - $95.6K
|
3.5K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.37K+ 60.54% |
$155K - $171K
|
6.29K
$439K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3KNew |
$196K - $216K
|
3K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.59% |
$65.3 - $72.1
|
64
$4.47K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.65KNew |
$108K - $119K
|
1.65K
$115K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-60- 1.27% |
$3.92K - $4.33K
|
4.67K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
393New |
$25.7K - $28.3K
|
393
$27.4K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.9M+ 2551160.5% |
$1.75B - $1.94B
|
26.9M
$1.88B
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.18% |
$65.3 - $72.1
|
86
$6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.55K- 15.02% |
$427K - $472K
|
37K
$2.59M
|
|