Purchases and Sales Made in Q2 2022 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.41K+ 41.36% |
$816K - $940K
|
15.1K
$978K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.9K+ 53.99% |
$723K - $832K
|
11.1K
$722K
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.84KNew |
$711K - $819K
|
3.84K
$249K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.59KNew |
$664K - $765K
|
3.59K
$233K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.57K+ 43.64% |
$661K - $761K
|
11.7K
$762K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3.26KNew |
$604K - $696K
|
3.26K
$212K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.98KNew |
$553K - $637K
|
2.98K
$194K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.96K+ 47.26% |
$548K - $631K
|
9.22K
$599K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.88K+ 79.72% |
$534K - $615K
|
6.5K
$422K
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.51KNew |
$465K - $536K
|
2.51K
$163K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.48KNew |
$459K - $528K
|
2.48K
$161K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.16K+ 10785.0% |
$400K - $460K
|
2.18K
$141K
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
BUY
|
- |
2.09KNew |
$387K - $446K
|
2.09K
$136K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.05KNew |
$380K - $437K
|
2.05K
$133K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.86KNew |
$344K - $397K
|
1.86K
$121K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.78K+ 35.39% |
$329K - $379K
|
6.79K
$441K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
1.73K+ 12.71% |
$321K - $370K
|
15.4K
$997K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.43KNew |
$265K - $305K
|
1.43K
$92.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.35KNew |
$249K - $287K
|
1.35K
$87.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.33K+ 2.62% |
$247K - $284K
|
52.3K
$3.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.16KNew |
$215K - $248K
|
1.16K
$75.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.16KNew |
$214K - $246K
|
1.16K
$75K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 10.5% |
$210K - $242K
|
12K
$776K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.08K+ 33.88% |
$201K - $231K
|
4.28K
$278K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.07K+ 21.38% |
$198K - $229K
|
6.08K
$395K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.07KNew |
$197K - $227K
|
1.07K
$69.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1.02K+ 26.93% |
$190K - $219K
|
4.83K
$313K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
997New |
$185K - $213K
|
997
$64.7K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
835+ 9.38% |
$155K - $178K
|
9.74K
$632K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
719New |
$133K - $153K
|
719
$46.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
702+ 58.26% |
$130K - $150K
|
1.91K
$124K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
648+ 14.1% |
$120K - $138K
|
5.24K
$340K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
585+ 38.31% |
$108K - $125K
|
2.11K
$137K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
515+ 4.13% |
$95.4K - $110K
|
13K
$842K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
500+ 271.74% |
$92.6K - $107K
|
684
$44.4K
|
|
|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
484+ 34.8% |
$89.7K - $103K
|
1.88K
$122K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
458+ 30.33% |
$84.8K - $97.7K
|
1.97K
$128K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
400New |
$74.1K - $85.4K
|
400
$26K
|
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
386+ 9.39% |
$71.5K - $82.4K
|
4.5K
$292K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
382+ 1.55% |
$70.8K - $81.5K
|
25.1K
$1.63M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
350New |
$64.8K - $74.7K
|
350
$22.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
280New |
$51.9K - $59.8K
|
280
$18.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Penobscot Wealth Management
|
BUY
|
- |
268+ 4.35% |
$49.6K - $57.2K
|
6.43K
$417K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
253+ 8.43% |
$46.9K - $54K
|
3.25K
$211K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
239New |
$44.3K - $51K
|
239
$15.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
238+ 22.04% |
$44.1K - $50.8K
|
1.32K
$85.6K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
236+ 18.97% |
$43.7K - $50.4K
|
1.48K
$96.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
231+ 2.97% |
$42.8K - $49.3K
|
8.02K
$521K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
210New |
$38.9K - $44.8K
|
210
$13.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
169+ 3.93% |
$31.3K - $36.1K
|
4.47K
$290K
|