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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-670- 8.02% |
$128K - $137K
|
7.68K
$507K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-694- 10.34% |
$132K - $142K
|
6.02K
$397K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-697- 11.4% |
$133K - $143K
|
5.42K
$358K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-811- 0.76% |
$154K - $166K
|
106K
$7.03M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-833- 24.83% |
$159K - $171K
|
2.52K
$167K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-898- 3.24% |
$171K - $184K
|
26.8K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-948- 25.09% |
$181K - $194K
|
2.83K
$187K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-982- 23.73% |
$187K - $201K
|
3.16K
$208K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.03K- 15.33% |
$196K - $211K
|
5.69K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.04K- 2.79% |
$198K - $213K
|
36.3K
$2.4M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.32K- 24.17% |
$251K - $270K
|
4.14K
$273K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.33K- 32.09% |
$253K - $272K
|
2.81K
$186K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.35K- 89.51% |
$257K - $276K
|
158
$10.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.35K- 56.49% |
$257K - $276K
|
1.04K
$68.6K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 37.47% |
$270K - $291K
|
2.37K
$156K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.79K- 45.11% |
$342K - $367K
|
2.18K
$144K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.22K- 12.77% |
$423K - $455K
|
15.2K
$1M
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.4K- 66.67% |
$457K - $491K
|
1.2K
$79.2K
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-2.48K- 5.45% |
$472K - $507K
|
42.9K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.58K- 25.65% |
$491K - $528K
|
7.48K
$494K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.63K- 59.87% |
$501K - $539K
|
1.76K
$116K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.6K- 39.36% |
$685K - $736K
|
5.54K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.74K- 0.79% |
$713K - $767K
|
473K
$31.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.79K- 8.76% |
$722K - $777K
|
39.5K
$2.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.43K- 23.15% |
$843K - $906K
|
14.7K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.7K- 33.6% |
$895K - $962K
|
9.29K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.75K- 1.01% |
$904K - $972K
|
467K
$30.8M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.29K- 19.7% |
$1.01M - $1.08M
|
21.6K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.64K- 67.83% |
$1.07M - $1.16M
|
2.68K
$177K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.89K- 52.9% |
$1.31M - $1.41M
|
6.13K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.26K- 68.33% |
$1.57M - $1.69M
|
3.83K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.89K- 13.35% |
$1.69M - $1.82M
|
57.7K
$3.81M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.39K- 26.85% |
$1.79M - $1.92M
|
25.6K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.1K- 49.24% |
$1.92M - $2.06M
|
10.4K
$685K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 73.9% |
$1.97M - $2.12M
|
3.66K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10.8K- 5.72% |
$2.05M - $2.21M
|
178K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-11.1K- 98.99% |
$2.11M - $2.27M
|
113
$7.46K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 10.39% |
$2.53M - $2.72M
|
114K
$7.55M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.9K- 53.56% |
$3.21M - $3.45M
|
14.6K
$966K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 56.5% |
$3.31M - $3.56M
|
13.4K
$885K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-18.2K- 81.61% |
$3.47M - $3.73M
|
4.1K
$271K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18.7K- 99.98% |
$3.56M - $3.83M
|
3
$198
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27K- 20.87% |
$5.14M - $5.52M
|
102K
$6.75M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-32.3K- 11.41% |
$6.15M - $6.61M
|
251K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.1K- 8.58% |
$6.3M - $6.77M
|
353K
$23.3M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-44.4K- 63.27% |
$8.45M - $9.08M
|
25.8K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51K- 20.83% |
$9.72M - $10.5M
|
194K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61.2K- 19.28% |
$11.6M - $12.5M
|
256K
$16.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-120K- 77.97% |
$22.9M - $24.6M
|
34K
$2.24M
|