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 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.23KNew |
$341K - $371K
|
5.23K
$368K
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2.5KNew |
$163K - $177K
|
2.5K
$176K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-764- 10.58% |
$49.9K - $54.2K
|
6.46K
$454K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15- 0.08% |
$980 - $1.06K
|
20K
$1.4M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.19KNew |
$339K - $368K
|
5.19K
$365K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-144- 19.83% |
$9.41K - $10.2K
|
582
$41K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
4.08KNew |
$267K - $289K
|
4.08K
$287K
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
138KNew |
$9.04M - $9.82M
|
138K
$9.74M
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.12KNew |
$269K - $292K
|
4.12K
$290K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.27KNew |
$213K - $232K
|
3.27K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-107- 2.04% |
$6.99K - $7.59K
|
5.15K
$362K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.05K+ 16.39% |
$134K - $146K
|
14.6K
$1.03M
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.84K- 2.38% |
$120K - $130K
|
75.4K
$5.31M
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.38% |
$131 - $142
|
525
$36.9K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.2K- 54.03% |
$731K - $793K
|
9.52K
$670K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.97KNew |
$521K - $565K
|
7.97K
$561K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7+ 0.19% |
$457 - $496
|
3.73K
$262K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.32% |
$980 - $1.06K
|
4.66K
$328K
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
621+ 16.86% |
$40.6K - $44K
|
4.31K
$303K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
16+ 11.43% |
$1.05K - $1.13K
|
156
$11K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.59K+ 19.13% |
$104K - $112K
|
9.88K
$695K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-136- 40.0% |
$8.88K - $9.65K
|
204
$14.4K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.1K- 18.62% |
$137K - $149K
|
9.15K
$644K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.53K+ 12.79% |
$99.7K - $108K
|
13.5K
$947K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
532+ 12.68% |
$34.8K - $37.7K
|
4.73K
$333K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.09% |
$2.68K - $2.91K
|
44.1K
$3.1M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-450- 16.67% |
$29.4K - $31.9K
|
2.25K
$158K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.87% |
$261 - $284
|
464
$32.7K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-39- 2.66% |
$2.55K - $2.77K
|
1.43K
$100K
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 2.31% |
$6.53K - $7.09K
|
4.22K
$297K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-21- 33.33% |
$1.37K - $1.49K
|
42
$2.96K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-254- 7.08% |
$16.6K - $18K
|
3.34K
$235K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
889New |
$58.1K - $63K
|
889
$62.6K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.98KNew |
$325K - $353K
|
4.98K
$351K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.44% |
$65.3 - $70.9
|
226
$15.9K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
278New |
$18.2K - $19.7K
|
278
$19.6K
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.42KNew |
$484K - $535K
|
7.42K
$522K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.9K- 77.09% |
$840K - $928K
|
3.82K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$19.6K - $21.6K
|
300
$21.1K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.95KNew |
$258K - $285K
|
3.95K
$278K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
391New |
$25.5K - $28.2K
|
391
$27.5K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
45New |
$2.94K - $3.25K
|
45
$3.17K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.06% |
$131 - $144
|
3.28K
$231K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.33K- 27.49% |
$86.5K - $95.6K
|
3.5K
$246K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.24KNew |
$211K - $234K
|
3.24K
$228K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.37K+ 60.54% |
$155K - $171K
|
6.29K
$442K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.59% |
$65.3 - $72.1
|
64
$4.5K
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.65KNew |
$108K - $119K
|
1.65K
$116K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
393New |
$25.7K - $28.3K
|
393
$27.7K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.9M+ 2551160.5% |
$1.75B - $1.94B
|
26.9M
$1.89B
|