Purchases and Sales Made in Q1 2025 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q1 2025. 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 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.9KNew |
$183K - $208K
|
2.9K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.87K+ 25.39% |
$182K - $206K
|
14.2K
$998K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.83KNew |
$179K - $203K
|
2.83K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.6K+ 84.68% |
$165K - $187K
|
5.68K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.5K+ 32.89% |
$158K - $180K
|
10.1K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.3K+ 9.94% |
$145K - $165K
|
25.4K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 6.14% |
$145K - $164K
|
39.5K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.08KNew |
$132K - $150K
|
2.08K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.01K+ 16.59% |
$127K - $144K
|
14.1K
$994K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.77K+ 19.97% |
$112K - $127K
|
10.6K
$747K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.76KNew |
$111K - $126K
|
1.76K
$124K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.72K+ 17.05% |
$109K - $124K
|
11.8K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.62K+ 19.03% |
$102K - $116K
|
10.1K
$711K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.44K+ 337.79% |
$91.1K - $103K
|
1.87K
$131K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.39K+ 9.27% |
$87.7K - $99.5K
|
16.3K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.34KNew |
$84.9K - $96.3K
|
1.34K
$94.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.33K+ 2.69% |
$84.2K - $95.5K
|
50.8K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.03K+ 5.52% |
$65.4K - $74.2K
|
19.7K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
855+ 3.18% |
$54.1K - $61.4K
|
27.7K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
784+ 4.64% |
$49.6K - $56.3K
|
17.7K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
756+ 4.49% |
$47.8K - $54.3K
|
17.6K
$1.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
686New |
$43.4K - $49.3K
|
686
$48.3K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
626+ 504.84% |
$39.6K - $44.9K
|
750
$52.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
591+ 2.29% |
$37.4K - $42.4K
|
26.4K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
584+ 2.52% |
$37K - $41.9K
|
23.7K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
568+ 3.15% |
$35.9K - $40.8K
|
18.6K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
508+ 15.78% |
$32.2K - $36.5K
|
3.73K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
450+ 12.56% |
$28.5K - $32.3K
|
4.03K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
375+ 4.73% |
$23.7K - $26.9K
|
8.31K
$585K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
337+ 6.41% |
$21.3K - $24.2K
|
5.6K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
306+ 102.0% |
$19.4K - $22K
|
606
$42.6K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
304+ 0.34% |
$19.2K - $21.8K
|
89.4K
$6.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
297New |
$18.8K - $21.3K
|
297
$20.9K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
240New |
$15.2K - $17.2K
|
240
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
171New |
$10.8K - $12.3K
|
171
$12K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
156+ 3.01% |
$9.87K - $11.2K
|
5.34K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
108+ 2.65% |
$6.84K - $7.75K
|
4.19K
$295K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
107New |
$6.77K - $7.68K
|
107
$7.53K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
105+ 4.56% |
$6.65K - $7.54K
|
2.41K
$169K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
103+ 3.06% |
$6.52K - $7.4K
|
3.47K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 1.64% |
$6.33K - $7.18K
|
6.2K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
97New |
$6.14K - $6.96K
|
97
$6.83K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
81+ 1.72% |
$5.13K - $5.82K
|
4.79K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
52+ 15.12% |
$3.29K - $3.73K
|
396
$27.9K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51New |
$3.23K - $3.66K
|
51
$3.59K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47+ 0.25% |
$2.97K - $3.37K
|
19.2K
$1.35M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
40+ 23.39% |
$2.53K - $2.87K
|
211
$14.8K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32+ 0.46% |
$2.03K - $2.3K
|
6.99K
$492K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 0.29% |
$1.65K - $1.87K
|
8.97K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
26+ 0.36% |
$1.65K - $1.87K
|
7.24K
$509K
|