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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.22% |
$190 - $215
|
1.36K
$96K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
626+ 504.84% |
$39.6K - $44.9K
|
750
$52.8K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-126- 50.0% |
$7.97K - $9.05K
|
126
$8.87K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-171- 4.65% |
$10.8K - $12.3K
|
3.51K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-209- 5.35% |
$13.2K - $15K
|
3.7K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.16% |
$63.3 - $71.8
|
87
$6.12K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-422- 3.3% |
$26.7K - $30.3K
|
12.4K
$870K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3.01KNew |
$191K - $216K
|
3.01K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-835- 44.94% |
$52.8K - $60K
|
1.02K
$72K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
105+ 4.56% |
$6.65K - $7.54K
|
2.41K
$169K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.33K- 46.47% |
$211K - $239K
|
3.84K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.57% |
$127 - $144
|
352
$24.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-529- 84.64% |
$33.5K - $38K
|
96
$6.76K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-570- 7.93% |
$36.1K - $40.9K
|
6.62K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 0.23% |
$1.14K - $1.29K
|
7.96K
$560K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.61K- 30.75% |
$102K - $116K
|
3.63K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12+ 1.37% |
$759 - $862
|
889
$62.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-83- 1.85% |
$5.25K - $5.96K
|
4.41K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.61K- 21.49% |
$102K - $115K
|
5.87K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.9K+ 11.58% |
$374K - $424K
|
56.9K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
11.3KNew |
$718K - $815K
|
11.3K
$798K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-11K- 21.82% |
$698K - $792K
|
39.5K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
306+ 102.0% |
$19.4K - $22K
|
606
$42.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.87K+ 25.39% |
$182K - $206K
|
14.2K
$998K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.3KNew |
$209K - $237K
|
3.3K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-26- 10.04% |
$1.65K - $1.87K
|
233
$16.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-630- 4.95% |
$39.9K - $45.2K
|
12.1K
$852K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
35KNew |
$2.22M - $2.52M
|
35K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
855+ 3.18% |
$54.1K - $61.4K
|
27.7K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.1% |
$506 - $574
|
8.19K
$576K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.07K- 96.81% |
$384K - $436K
|
200
$14.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.73K- 3.69% |
$110K - $124K
|
45.3K
$3.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
269KNew |
$17.1M - $19.3M
|
269K
$19M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-55- 0.93% |
$3.48K - $3.95K
|
5.85K
$412K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.41K- 13.4% |
$89.1K - $101K
|
9.1K
$640K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.2K+ 9.35% |
$1.4M - $1.59M
|
259K
$18.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
297New |
$18.8K - $21.3K
|
297
$20.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 6.14% |
$145K - $164K
|
39.5K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-224- 2.98% |
$14.2K - $16.1K
|
7.3K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
44.7KNew |
$2.83M - $3.21M
|
44.7K
$3.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
375+ 4.73% |
$23.7K - $26.9K
|
8.31K
$585K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.22KNew |
$394K - $447K
|
6.22K
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 1.64% |
$6.33K - $7.18K
|
6.2K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-237- 58.96% |
$15K - $17K
|
165
$11.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$190K - $215K
|
3K
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.1K- 52.63% |
$323K - $366K
|
4.59K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-262- 7.31% |
$16.6K - $18.8K
|
3.32K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.86KNew |
$244K - $277K
|
3.86K
$271K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-674- 15.9% |
$42.7K - $48.4K
|
3.57K
$251K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.1K- 13.68% |
$1.12M - $1.21M
|
108K
$7.61M
|
|