Purchases and Sales Made in Q2 2023 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-393- 18.01% |
$76.4K - $81.6K
|
1.79K
$118K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-435- 2.14% |
$84.5K - $90.3K
|
19.9K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-520- 1.94% |
$101K - $108K
|
26.3K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-521- 2.31% |
$101K - $108K
|
22.1K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-536- 12.89% |
$104K - $111K
|
3.62K
$239K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-569- 21.26% |
$111K - $118K
|
2.11K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-600- 27.06% |
$117K - $125K
|
1.62K
$107K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-613- 28.03% |
$119K - $127K
|
1.57K
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-635- 5.72% |
$123K - $132K
|
10.5K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-709- 40.58% |
$138K - $147K
|
1.04K
$68.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-740- 7.67% |
$144K - $154K
|
8.91K
$588K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-855- 4.18% |
$166K - $178K
|
19.6K
$1.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-915- 2.03% |
$178K - $190K
|
44.1K
$2.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-977- 9.41% |
$190K - $203K
|
9.4K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 21.0% |
$208K - $223K
|
4.03K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.24K- 0.26% |
$240K - $257K
|
466K
$30.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.39K- 3.84% |
$271K - $289K
|
34.9K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 10.68% |
$278K - $297K
|
12K
$790K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.46K- 1.37% |
$283K - $303K
|
105K
$6.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.61K- 5.77% |
$312K - $334K
|
26.3K
$1.73M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.61K- 51.14% |
$314K - $335K
|
1.54K
$102K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.84K- 2.62% |
$357K - $382K
|
68.3K
$4.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-1.84K- 2.09% |
$358K - $383K
|
86.2K
$5.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.11K- 3.89% |
$411K - $439K
|
52.2K
$3.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.04K- 7.51% |
$590K - $631K
|
37.4K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.6K- 5.74% |
$699K - $747K
|
59.1K
$3.9M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.6K- 5.74% |
$699K - $747K
|
59.1K
$3.9M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.7K- 66.77% |
$719K - $768K
|
1.84K
$122K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.06K- 37.77% |
$789K - $842K
|
6.69K
$441K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.59K- 31.34% |
$891K - $952K
|
10K
$663K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.97K- 32.49% |
$965K - $1.03M
|
10.3K
$682K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6K- 10.39% |
$1.16M - $1.24M
|
51.7K
$3.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.53K- 2.55% |
$1.27M - $1.36M
|
250K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.99K- 93.43% |
$1.36M - $1.45M
|
491
$32.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-7.56K- 54.16% |
$1.47M - $1.57M
|
6.4K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.57K- 56.73% |
$1.47M - $1.57M
|
5.77K
$381K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.01K- 7.0% |
$1.56M - $1.66M
|
106K
$7.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.14K- 22.93% |
$1.78M - $1.9M
|
30.7K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.69K- 46.24% |
$1.88M - $2.01M
|
11.3K
$743K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.9K- 45.89% |
$1.92M - $2.06M
|
11.7K
$771K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 29.0% |
$2.23M - $2.38M
|
28K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.5K- 48.61% |
$2.43M - $2.6M
|
13.2K
$874K
|
|
|
Jul 17, 2023
Q2 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-12.7K- 87.86% |
$2.46M - $2.63M
|
1.75K
$115K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 14.05% |
$2.9M - $3.1M
|
91.5K
$6.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17K- 14.26% |
$3.3M - $3.53M
|
102K
$6.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.2K- 7.26% |
$3.54M - $3.78M
|
233K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.1K- 15.7% |
$4.1M - $4.38M
|
113K
$7.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-31.8K- 53.79% |
$6.19M - $6.61M
|
27.4K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-33.3K- 19.81% |
$6.48M - $6.92M
|
135K
$8.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-33.9K- 83.04% |
$6.58M - $7.03M
|
6.92K
$457K
|