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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.51K- 53.07% |
$281K - $309K
|
1.33K
$88K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13- 1.01% |
$2.42K - $2.67K
|
1.28K
$84.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.17KNew |
$218K - $240K
|
1.17K
$77.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.48KNew |
$275K - $303K
|
1.48K
$97.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12+ 0.67% |
$2.24K - $2.46K
|
1.8K
$119K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-17- 0.72% |
$3.17K - $3.49K
|
2.34K
$155K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-169- 10.96% |
$31.5K - $34.7K
|
1.37K
$90.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.49K+ 2.87% |
$278K - $306K
|
53.5K
$3.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2.82K+ 4.86% |
$526K - $579K
|
60.8K
$4.01M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
265KNew |
$49.3M - $54.3M
|
265K
$17.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
171+ 6.71% |
$31.9K - $35.1K
|
2.72K
$179K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-27.5K- 62.26% |
$5.12M - $5.64M
|
16.7K
$1.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
33New |
$6.15K - $6.77K
|
33
$2.18K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-40- 3.49% |
$7.46K - $8.21K
|
1.11K
$73K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$5.22K - $5.75K
|
28
$1.85K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-104K- 98.97% |
$19.4M - $21.3M
|
1.08K
$71.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-214- 1.08% |
$39.9K - $43.9K
|
19.7K
$1.3M
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
140+ 0.32% |
$26.1K - $28.7K
|
43.2K
$2.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-138- 9.36% |
$25.7K - $28.3K
|
1.34K
$88.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-265- 0.97% |
$49.4K - $54.4K
|
27.1K
$1.79M
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
143New |
$27.8K - $29.7K
|
143
$9.44K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
272New |
$52.9K - $56.5K
|
272
$18K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50.1KNew |
$9.73M - $10.4M
|
50.1K
$3.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
85+ 6.53% |
$16.5K - $17.6K
|
1.39K
$91.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22- 1.56% |
$4.27K - $4.57K
|
1.39K
$91.8K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$2.33K - $2.49K
|
12
$792
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-709- 40.58% |
$138K - $147K
|
1.04K
$68.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05KNew |
$204K - $218K
|
1.05K
$69.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 285.11% |
$700K - $748K
|
4.86K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
113KNew |
$22M - $23.5M
|
113K
$7.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26New |
$5.05K - $5.4K
|
26
$1.72K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2- 1.8% |
$389 - $415
|
109
$7.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.21K+ 77.62% |
$1.4M - $1.5M
|
16.5K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3+ 0.05% |
$583 - $623
|
6.02K
$398K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 2.44% |
$5.44K - $5.81K
|
1.17K
$77.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-635- 5.72% |
$123K - $132K
|
10.5K
$690K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33- 1.12% |
$6.41K - $6.85K
|
2.92K
$193K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
313+ 4.0% |
$60.8K - $65K
|
8.15K
$538K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 4.76% |
$194 - $208
|
20
$1.32K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.27% |
$194 - $208
|
80
$5.28K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.29KNew |
$250K - $268K
|
1.29K
$85.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
106New |
$20.6K - $22K
|
106
$7K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
73+ 2.23% |
$14.2K - $15.2K
|
3.35K
$221K
|
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-12.7K- 87.86% |
$2.46M - $2.63M
|
1.75K
$115K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3- 0.29% |
$583 - $623
|
1.04K
$68.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
27New |
$5.25K - $5.61K
|
27
$1.78K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
2.06KNew |
$401K - $429K
|
2.06K
$136K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-619Closed |
$118K - $127K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.5KNew |
$2.2M - $2.36M
|
11.5K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-520- 30.52% |
$99K - $106K
|
1.18K
$78.2K
|
|