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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.29KNew |
$250K - $268K
|
1.29K
$89.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05KNew |
$204K - $218K
|
1.05K
$72.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
313+ 4.0% |
$60.8K - $65K
|
8.15K
$567K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
272New |
$52.9K - $56.5K
|
272
$18.9K
|
|
|
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
$9.95K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
106New |
$20.6K - $22K
|
106
$7.38K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
85+ 6.53% |
$16.5K - $17.6K
|
1.39K
$96.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
73+ 2.23% |
$14.2K - $15.2K
|
3.35K
$233K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 2.44% |
$5.44K - $5.81K
|
1.17K
$81.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
27New |
$5.25K - $5.61K
|
27
$1.88K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26New |
$5.05K - $5.4K
|
26
$1.81K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$2.33K - $2.49K
|
12
$835
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3+ 0.05% |
$583 - $623
|
6.02K
$419K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.27% |
$194 - $208
|
80
$5.57K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.5KNew |
$2.2M - $2.36M
|
11.5K
$803K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33KNew |
$444K - $477K
|
2.33K
$162K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.43KNew |
$273K - $293K
|
1.43K
$99.7K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.36K+ 9.02% |
$259K - $279K
|
16.4K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.27K+ 49.61% |
$241K - $259K
|
3.82K
$266K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.23KNew |
$234K - $252K
|
1.23K
$85.7K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.19KNew |
$226K - $243K
|
1.19K
$82.8K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01KNew |
$193K - $207K
|
1.01K
$70.4K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
644+ 3.27% |
$123K - $132K
|
20.4K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
326+ 1.15% |
$62.1K - $66.7K
|
28.6K
$1.99M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
261New |
$49.7K - $53.4K
|
261
$18.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
122+ 239.22% |
$23.2K - $25K
|
173
$12K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27.9KNew |
$1.67M - $5.87M
|
27.9K
$1.94M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
13.8KNew |
$824K - $2.89M
|
13.8K
$959K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.4KNew |
$801K - $2.81M
|
13.4K
$932K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
6.01KNew |
$359K - $1.26M
|
6.01K
$418K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.65K+ 12.25% |
$278K - $976K
|
42.6K
$2.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.83KNew |
$109K - $385K
|
1.83K
$127K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.04KNew |
$62.2K - $218K
|
1.04K
$72.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$69.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$69.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
240New |
$14.3K - $50.4K
|
240
$16.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
231+ 7.62% |
$13.8K - $48.5K
|
3.26K
$227K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
225New |
$13.4K - $47.3K
|
225
$15.7K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
187New |
$11.2K - $39.3K
|
187
$13K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
165New |
$9.86K - $34.7K
|
165
$11.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
107+ 100.0% |
$6.4K - $22.5K
|
214
$14.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
90+ 6.52% |
$5.38K - $18.9K
|
1.47K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55New |
$3.29K - $11.6K
|
55
$3.83K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$1.49K - $5.25K
|
25
$1.74K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.82K+ 148.36% |
$409K - $1.41M
|
11.4K
$795K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.59KNew |
$395K - $1.37M
|
6.59K
$459K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
2.98K+ 7.31% |
$179K - $617K
|
43.7K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$72K - $249K
|
1.2K
$83.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.16KNew |
$69.4K - $240K
|
1.16K
$80.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
790New |
$47.4K - $164K
|
790
$55K
|
|