Latest Institutional Purchases of Ishares U.S. Consumer Staples (IYK)
This list provides information on the latest institutional transactions involving Ishares U.S. Consumer Staples (IYK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
393New |
$25.7K - $28.3K
|
393
$27.7K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
391New |
$25.5K - $28.2K
|
391
$27.6K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$19.6K - $21.6K
|
300
$21.1K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
45New |
$2.94K - $3.25K
|
45
$3.17K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
36New |
$2.35K - $2.6K
|
36
$2.54K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.06% |
$131 - $144
|
3.28K
$231K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.59% |
$65.3 - $72.1
|
64
$4.51K
|
|
Q2 2024 | |||||||
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.2KNew |
$397K - $423K
|
6.2K
$437K
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.23KNew |
$271K - $289K
|
4.23K
$298K
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.12KNew |
$264K - $281K
|
4.12K
$290K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.18KNew |
$139K - $149K
|
2.18K
$153K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
831New |
$53.2K - $56.7K
|
831
$58.6K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
691New |
$44.3K - $47.2K
|
691
$48.7K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
342New |
$21.9K - $23.3K
|
342
$24.1K
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 7.57% |
$19.2K - $20.5K
|
4.26K
$300K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$11.7K - $12.5K
|
183
$12.9K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150New |
$9.61K - $10.2K
|
150
$10.6K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
51New |
$3.27K - $3.48K
|
51
$3.59K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20+ 200.0% |
$1.28K - $1.37K
|
30
$2.11K
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
18+ 0.57% |
$1.15K - $1.23K
|
3.18K
$224K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
12New |
$768 - $819
|
12
$846
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$768 - $819
|
12
$846
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
683KNew |
$44.7M - $135M
|
683K
$48.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.8K+ 213.92% |
$4.05M - $12.2M
|
90.6K
$6.39M
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
58.7KNew |
$3.84M - $11.6M
|
58.7K
$4.13M
|
|
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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 204.42% |
$1.26M - $3.81M
|
28.7K
$2.03M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.8K+ 579.24% |
$1.23M - $3.7M
|
22K
$1.55M
|
|
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
$1.21M
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.7KNew |
$700K - $2.11M
|
10.7K
$753K
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
10K+ 200.0% |
$655K - $1.97M
|
15K
$1.06M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.12KNew |
$597K - $1.8M
|
9.12K
$643K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
8.36K+ 193.07% |
$548K - $1.65M
|
12.7K
$894K
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.17KNew |
$470K - $1.42M
|
7.17K
$505K
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.99K+ 158.66% |
$392K - $1.18M
|
9.77K
$688K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.23K+ 200.0% |
$212K - $638K
|
4.85K
$342K
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.12KNew |
$204K - $616K
|
3.12K
$220K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3K+ 200.0% |
$197K - $592K
|
4.5K
$317K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.8K+ 200.0% |
$183K - $553K
|
4.2K
$296K
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.45K+ 200.0% |
$160K - $484K
|
3.68K
$259K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2.42K+ 200.0% |
$159K - $478K
|
3.63K
$256K
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
2.3K+ 181.13% |
$151K - $455K
|
3.58K
$252K
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.21K+ 200.0% |
$145K - $437K
|
3.32K
$234K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
2.15K+ 200.0% |
$141K - $424K
|
3.22K
$227K
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.99K+ 79.95% |
$130K - $393K
|
4.48K
$316K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.55K+ 200.0% |
$102K - $306K
|
2.33K
$164K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.4K+ 200.0% |
$91.7K - $276K
|
2.1K
$148K
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.21K+ 200.0% |
$79K - $238K
|
1.81K
$127K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 200.0% |
$73.4K - $221K
|
1.68K
$118K
|