Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-100- 7.35% |
$17.9K - $19.4K
|
1.26K
$88.1K
|
|
Q3 2023 | |||||||
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-104K- 98.97% |
$19.4M - $21.3M
|
1.08K
$75.7K
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-27.5K- 62.26% |
$5.12M - $5.64M
|
16.7K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-2.89K- 41.84% |
$540K - $594K
|
4.02K
$281K
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.51K- 53.07% |
$281K - $309K
|
1.33K
$93.1K
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-265- 0.97% |
$49.4K - $54.4K
|
27.1K
$1.89M
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-214- 1.08% |
$39.9K - $43.9K
|
19.7K
$1.37M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-171- 28.22% |
$31.9K - $35.1K
|
435
$30.4K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-169- 10.96% |
$31.5K - $34.7K
|
1.37K
$96K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-138- 9.36% |
$25.7K - $28.3K
|
1.34K
$93.4K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-40- 3.49% |
$7.46K - $8.21K
|
1.11K
$77.3K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-17- 0.72% |
$3.17K - $3.49K
|
2.34K
$164K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13- 1.01% |
$2.42K - $2.67K
|
1.28K
$89.2K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-709- 40.58% |
$138K - $147K
|
1.04K
$72.6K
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-635- 5.72% |
$123K - $132K
|
10.5K
$731K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-33- 1.12% |
$6.41K - $6.85K
|
2.92K
$204K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22- 1.56% |
$4.27K - $4.57K
|
1.39K
$97.2K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3- 0.29% |
$583 - $623
|
1.04K
$72.4K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1- 4.76% |
$194 - $208
|
20
$1.4K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18.7K- 99.98% |
$3.56M - $3.83M
|
3
$210
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10.8K- 5.72% |
$2.05M - $2.21M
|
178K
$12.4M
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.89K- 52.9% |
$1.31M - $1.41M
|
6.13K
$429K
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.63K- 59.87% |
$501K - $539K
|
1.76K
$123K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.35K- 89.51% |
$257K - $276K
|
158
$11K
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-670- 8.02% |
$128K - $137K
|
7.68K
$537K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-619Closed |
$118K - $127K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-520- 30.52% |
$99K - $106K
|
1.18K
$82.8K
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-329- 1.92% |
$62.7K - $67.4K
|
16.8K
$1.18M
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-220- 1.07% |
$41.9K - $45K
|
20.3K
$1.42M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5- 1.11% |
$952 - $1.02K
|
445
$31.1K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.65K- 48.34% |
$278K - $976K
|
4.97K
$347K
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.4K- 53.13% |
$203K - $714K
|
3K
$210K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.26K- 56.31% |
$195K - $685K
|
2.53K
$177K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-144- 10.68% |
$8.61K - $30.2K
|
1.2K
$84.2K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-24- 0.99% |
$1.43K - $5.04K
|
2.39K
$167K
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$59.8 - $210
|
1.1K
$77K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14.5K- 93.78% |
$868K - $3M
|
960
$67.1K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.54K- 5.73% |
$92.5K - $320K
|
25.4K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-49- 9.42% |
$2.94K - $10.2K
|
471
$32.9K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-90KClosed |
$16.7M - $19.2M
|
0
$0
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-60.5KClosed |
$11.2M - $12.9M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-10.2KClosed |
$1.88M - $2.17M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-5.3KClosed |
$982K - $1.13M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.3KClosed |
$427K - $492K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.13KClosed |
$394K - $453K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.98KClosed |
$367K - $423K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.86KClosed |
$345K - $397K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.66KClosed |
$308K - $355K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.04KClosed |
$192K - $222K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-662- 88.5% |
$123K - $141K
|
86
$6.01K
|