Purchases and Sales Made in Q1 2023 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES U.S. CONSUMER STAPLES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
146K+ 197.95% |
$27.8M - $29.8M
|
219K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.2K+ 365.89% |
$16.4M - $17.7M
|
110K
$7.25M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82.4K+ 158.15% |
$15.7M - $16.9M
|
134K
$8.88M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.3K+ 53.04% |
$7.86M - $8.45M
|
119K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
38K+ 1362.7% |
$7.23M - $7.78M
|
40.8K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.1KNew |
$4.98M - $5.35M
|
26.1K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.2K+ 16.17% |
$3.08M - $3.32M
|
116K
$7.68M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.5KNew |
$2.2M - $2.36M
|
11.5K
$761K
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
11.2K+ 27.28% |
$2.14M - $2.3M
|
52.3K
$3.45M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
11.1KNew |
$2.11M - $2.27M
|
11.1K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.54KNew |
$1.82M - $1.95M
|
9.54K
$630K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.4K+ 33.64% |
$1.79M - $1.92M
|
37.3K
$2.46M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.94K+ 147.09% |
$1.51M - $1.63M
|
13.3K
$881K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.62KNew |
$1.45M - $1.56M
|
7.62K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.21K+ 54.39% |
$1.37M - $1.48M
|
20.5K
$1.35M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.04K+ 14.87% |
$1.34M - $1.44M
|
54.3K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7K+ 4.34% |
$1.33M - $1.43M
|
168K
$11.1M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.18KNew |
$1.18M - $1.27M
|
6.18K
$408K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.33KNew |
$1.02M - $1.09M
|
5.33K
$352K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.98K+ 7.64% |
$949K - $1.02M
|
70.2K
$4.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
4.03KNew |
$767K - $824K
|
4.03K
$266K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.9K+ 216.67% |
$743K - $798K
|
5.7K
$376K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.84K+ 101.53% |
$732K - $787K
|
7.63K
$504K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.31K+ 5.57% |
$630K - $677K
|
62.7K
$4.14M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.31K+ 5.57% |
$630K - $677K
|
62.7K
$4.14M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.19K+ 8.58% |
$608K - $654K
|
40.4K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.05KNew |
$581K - $625K
|
3.05K
$202K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
3.05KNew |
$580K - $624K
|
3.05K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.93KNew |
$558K - $600K
|
2.93K
$194K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33KNew |
$444K - $477K
|
2.33K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.23K+ 10.98% |
$425K - $457K
|
22.6K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.8K+ 469.53% |
$343K - $369K
|
2.19K
$144K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.79K+ 55.57% |
$340K - $365K
|
5K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.54K+ 3.62% |
$293K - $315K
|
44K
$2.91M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.54KNew |
$293K - $315K
|
1.54K
$101K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 7.05% |
$276K - $296K
|
22K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.43KNew |
$273K - $293K
|
1.43K
$94.6K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 11.96% |
$273K - $293K
|
13.4K
$885K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.42K+ 38.36% |
$269K - $290K
|
5.1K
$337K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.4KNew |
$266K - $286K
|
1.4K
$92.1K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.38K+ 31.71% |
$262K - $282K
|
5.72K
$378K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.36K+ 9.02% |
$259K - $279K
|
16.4K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.33K+ 1.54% |
$254K - $273K
|
88.1K
$5.82M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.27K+ 49.61% |
$241K - $259K
|
3.82K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.26KNew |
$241K - $259K
|
1.26K
$83.4K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.23KNew |
$234K - $252K
|
1.23K
$81.3K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.19KNew |
$226K - $243K
|
1.19K
$78.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
1.12K+ 1.92% |
$213K - $229K
|
59.2K
$3.91M
|
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.09KNew |
$208K - $223K
|
1.09K
$72K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
1.08KNew |
$205K - $221K
|
1.08K
$71.1K
|