Purchases and Sales Made in Q1 2023 in Ishares U.S. Consumer Staples (IYK)

IYK Quotes by TradingView

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 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.01K
New
$193K - $207K
1.01K $66.8K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
780
+ 23.22%
$149K - $160K
4.14K $273K
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
755
+ 10.67%
$144K - $155K
7.83K $517K
Apr 28, 2023 Q1 2023
Penobscot Wealth Management

BUY
 -
727
+ 9.4%
$138K - $149K
8.46K $559K
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
700
New
$133K - $143K
700 $46.2K
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
644
+ 3.27%
$123K - $132K
20.4K $1.34M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
600
+ 1.53%
$114K - $123K
39.9K $2.63M
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
578
+ 32.4%
$110K - $118K
2.36K $156K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
562
+ 2.06%
$107K - $115K
27.9K $1.84M
May 04, 2023 Q1 2023
One Charles Private Wealth Services, LLC

BUY
 -
553
+ 54.75%
$105K - $113K
1.56K $103K
Apr 20, 2023 Q1 2023
Well Done, LLC

BUY
 -
495
+ 2.5%
$94.3K - $101K
20.3K $1.34M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
447
+ 178.09%
$85.1K - $91.5K
698 $46.1K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
426
+ 13.28%
$81.1K - $87.2K
3.63K $240K
May 10, 2023 Q1 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
418
+ 23.7%
$79.6K - $85.6K
2.18K $144K
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

BUY
 -
381
+ 23.04%
$72.6K - $78K
2.04K $134K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
377
+ 19.22%
$71.8K - $77.2K
2.34K $154K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
377
+ 19.22%
$71.8K - $77.2K
2.34K $154K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
375
New
$71.4K - $76.8K
375 $24.8K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
360
+ 12.84%
$68.6K - $73.7K
3.16K $209K
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
335
+ 8.15%
$63.8K - $68.6K
4.45K $294K
May 04, 2023 Q1 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
326
+ 1.15%
$62.1K - $66.7K
28.6K $1.89M
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
316
+ 15.21%
$60.2K - $64.7K
2.39K $158K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
315
+ 750.0%
$60K - $64.5K
357 $23.6K
May 05, 2023 Q1 2023
Cottonwood Capital Advisors, LLC

BUY
 -
298
+ 20.61%
$56.7K - $61K
1.74K $115K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
272
+ 400.0%
$51.8K - $55.7K
340 $22.5K
Apr 18, 2023 Q1 2023
Genesee Capital Advisors, LLC

BUY
 -
270
+ 0.6%
$51.4K - $55.3K
45.1K $2.97M
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
261
New
$49.7K - $53.4K
261 $17.2K
Jan 12, 2024 Q1 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
252
+ 12.49%
$48K - $51.6K
2.27K $150K
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
208
+ 1.51%
$39.6K - $42.6K
14K $922K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
199
+ 1.32%
$37.9K - $40.7K
15.3K $1.01M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
185
+ 1.88%
$35.2K - $37.9K
10K $663K
Apr 13, 2023 Q1 2023
Capitol Family Office, Inc.

BUY
 -
156
+ 1.09%
$29.7K - $31.9K
14.4K $951K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
150
+ 31.58%
$28.6K - $30.7K
625 $41.3K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
136
+ 6.2%
$25.9K - $27.8K
2.33K $154K
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
122
+ 239.22%
$23.2K - $25K
173 $11.4K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
111
New
$21.1K - $22.7K
111 $7.33K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
109
+ 0.88%
$20.8K - $22.3K
12.5K $826K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
96
+ 7.35%
$18.3K - $19.7K
1.4K $92.6K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
85
+ 7.35%
$16.2K - $17.4K
1.24K $82K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
50
+ 3.67%
$9.52K - $10.2K
1.41K $93.3K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
46
+ 0.4%
$8.76K - $9.42K
11.5K $760K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
27
New
$5.14K - $5.53K
27 $1.78K
May 03, 2023 Q1 2023
Cookson Peirce & CO Inc

BUY
 -
25
+ 1.08%
$4.76K - $5.12K
2.35K $155K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
21
+ 0.52%
$4K - $4.3K
4.04K $267K
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
16
+ 1.42%
$3.05K - $3.28K
1.15K $75.7K
Apr 17, 2023 Q1 2023
Cadent Capital Advisors, LLC

BUY
 -
14
+ 0.43%
$2.67K - $2.87K
3.27K $216K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
BUY
 -
10
New
$1.9K - $2.05K
10 $660
May 04, 2023 Q1 2023
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
8
+ 0.38%
$1.52K - $1.64K
2.09K $138K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
3
New
$571 - $614
3 $198

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