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 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
782+ 6.03% |
$46.9K - $162K
|
13.8K
$957K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
257New |
$15.4K - $53.3K
|
257
$17.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$12K - $41.5K
|
200
$13.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
65New |
$3.9K - $13.5K
|
65
$4.52K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55New |
$3.3K - $11.4K
|
55
$3.83K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
38New |
$2.28K - $7.88K
|
38
$2.64K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2New |
$120 - $415
|
2
$139
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
208KNew |
$38.5M - $44.3M
|
208K
$14.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.2K+ 82.18% |
$4.67M - $5.38M
|
55.9K
$3.89M
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$2.09M - $2.4M
|
11.3K
$784K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.1KNew |
$1.5M - $1.73M
|
8.1K
$564K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
6.59KNew |
$1.22M - $1.41M
|
6.59K
$458K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.48KNew |
$829K - $955K
|
4.48K
$312K
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.84KNew |
$711K - $819K
|
3.84K
$267K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.2KNew |
$408K - $470K
|
2.2K
$153K
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
BUY
|
- |
2.09KNew |
$387K - $446K
|
2.09K
$145K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
719New |
$133K - $153K
|
719
$50K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
400New |
$74.1K - $85.4K
|
400
$27.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
280New |
$51.9K - $59.8K
|
280
$19.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
210New |
$38.9K - $44.8K
|
210
$14.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
100New |
$18.5K - $21.3K
|
100
$6.96K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
86New |
$15.9K - $18.4K
|
86
$5.99K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
58+ 16.91% |
$10.7K - $12.4K
|
401
$27.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
41New |
$7.6K - $8.75K
|
41
$2.85K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
28New |
$5.19K - $5.98K
|
28
$1.95K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$418K - $451K
|
2.21K
$153K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
246New |
$46.6K - $50.4K
|
246
$17.1K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
159New |
$30.1K - $32.5K
|
159
$11.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
133+ 154.65% |
$25.2K - $27.2K
|
219
$15.2K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
282+ 6.7% |
$50.7K - $56.5K
|
4.49K
$313K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$8.98M - $9.42M
|
50K
$3.48M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
600New |
$108K - $113K
|
600
$41.8K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.27KNew |
$925K - $970K
|
5.27K
$367K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
35New |
$6.15K - $6.44K
|
35
$2.44K
|
|
| Q1 2021 | |||||||
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10New |
$1.65K - $1.82K
|
10
$696
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
1.22KNew |
$176K - $211K
|
1.22K
$84.6K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
70+ 22.22% |
$7.33K - $9.27K
|
385
$26.8K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
BUY
|
- |
106New |
$9.9K - $14.8K
|
106
$7.38K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30New |
$3.7K - $4.01K
|
30
$2.09K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8+ 1.26% |
$818 - $956
|
643
$44.8K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
10.9KNew |
$1.28M - $1.34M
|
10.9K
$761K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$120 - $121
|
1
$69.6
|
|