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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.55K- 15.02% |
$427K - $472K
|
37K
$2.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.97K+ 11.93% |
$390K - $430K
|
56K
$3.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-495- 30.5% |
$32.3K - $35.7K
|
1.13K
$79.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
36New |
$2.35K - $2.6K
|
36
$2.53K
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-225- 9.16% |
$14.4K - $15.4K
|
2.23K
$157K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.2KNew |
$397K - $423K
|
6.2K
$436K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.22K- 13.15% |
$78K - $83.1K
|
8.04K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20+ 200.0% |
$1.28K - $1.37K
|
30
$2.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
51New |
$3.27K - $3.48K
|
51
$3.59K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
12New |
$768 - $819
|
12
$844
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
342New |
$21.9K - $23.3K
|
342
$24.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-6.36K- 43.44% |
$407K - $434K
|
8.28K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$11.7K - $12.5K
|
183
$12.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.18KNew |
$139K - $149K
|
2.18K
$153K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 7.57% |
$19.2K - $20.5K
|
4.26K
$300K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-219- 39.04% |
$14K - $14.9K
|
342
$24.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
691New |
$44.3K - $47.2K
|
691
$48.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
18+ 0.57% |
$1.15K - $1.23K
|
3.18K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$768 - $819
|
12
$844
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-967- 20.1% |
$61.9K - $66K
|
3.84K
$270K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-150- 4.56% |
$9.61K - $10.2K
|
3.14K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.23KNew |
$271K - $289K
|
4.23K
$298K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-327- 4.37% |
$20.9K - $22.3K
|
7.16K
$503K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.12KNew |
$264K - $281K
|
4.12K
$290K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150New |
$9.61K - $10.2K
|
150
$10.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
831New |
$53.2K - $56.7K
|
831
$58.5K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1K- 83.71% |
$65.6K - $198K
|
195
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.4K+ 622.73% |
$1.79M - $5.41M
|
31.8K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.3K+ 350.0% |
$871K - $2.63M
|
17.1K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
280+ 200.0% |
$18.3K - $55.3K
|
420
$29.6K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
2.15K+ 200.0% |
$141K - $424K
|
3.22K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
680+ 200.0% |
$44.5K - $134K
|
1.02K
$71.8K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
8.36K+ 193.07% |
$548K - $1.65M
|
12.7K
$893K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
683KNew |
$44.7M - $135M
|
683K
$48M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 200.0% |
$655 - $1.97K
|
15
$1.06K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.4K+ 200.0% |
$91.7K - $276K
|
2.1K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.8K+ 213.92% |
$4.05M - $12.2M
|
90.6K
$6.38M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.8K+ 579.24% |
$1.23M - $3.7M
|
22K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68+ 200.0% |
$4.45K - $13.4K
|
102
$7.18K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300+ 200.0% |
$19.7K - $59.2K
|
450
$31.7K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.17KNew |
$470K - $1.42M
|
7.17K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.23K+ 200.0% |
$212K - $638K
|
4.85K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3K+ 200.0% |
$197K - $592K
|
4.5K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 200.0% |
$1.31K - $3.95K
|
30
$2.11K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
10K+ 200.0% |
$655K - $1.97M
|
15K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
186+ 200.0% |
$12.2K - $36.7K
|
279
$19.6K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.12KNew |
$204K - $616K
|
3.12K
$220K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
750+ 200.0% |
$49.1K - $148K
|
1.13K
$79.2K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2.42K+ 200.0% |
$159K - $478K
|
3.63K
$256K
|
|