Purchases and Sales Made in Q2 2025 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
24.9KNew |
$1.67M - $1.8M
|
24.9K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
7.22K+ 936.84% |
$486K - $523K
|
7.99K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37K+ 106.74% |
$227K - $244K
|
6.53K
$460K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
3.37KNew |
$227K - $244K
|
3.37K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.26KNew |
$219K - $236K
|
3.26K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 328.5% |
$133K - $143K
|
2.57K
$181K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 5.51% |
$78.9K - $84.9K
|
22.5K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 10.17% |
$67.4K - $72.5K
|
10.8K
$764K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
874+ 25.22% |
$58.8K - $63.3K
|
4.34K
$306K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
604+ 286.26% |
$40.6K - $43.7K
|
815
$57.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
318+ 3.68% |
$21.4K - $23K
|
8.96K
$631K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
208+ 1.85% |
$14K - $15.1K
|
11.5K
$808K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
196New |
$13.2K - $14.2K
|
196
$13.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
163+ 23.76% |
$11K - $11.8K
|
849
$59.8K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
138+ 1.3% |
$9.29K - $9.99K
|
10.7K
$757K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
123New |
$8.28K - $8.91K
|
123
$8.67K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
81+ 207.69% |
$5.45K - $5.87K
|
120
$8.46K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.13% |
$673 - $724
|
8K
$564K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.25% |
$673 - $724
|
4.03K
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.05% |
$471 - $507
|
13.2K
$928K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.07% |
$336 - $362
|
6.91K
$487K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.52% |
$202 - $217
|
576
$40.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.41% |
$135 - $145
|
486
$34.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$67.3 - $72.4
|
7.81K
$551K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$67.3 - $72.4
|
3.29K
$232K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-15- 0.38% |
$1.01K - $1.09K
|
3.98K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-50- 0.31% |
$3.36K - $3.62K
|
16.3K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-348- 7.75% |
$23.4K - $25.2K
|
4.15K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-631- 15.52% |
$42.5K - $45.7K
|
3.43K
$242K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-746- 2.83% |
$50.2K - $54K
|
25.6K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-913- 4.62% |
$61.4K - $66.1K
|
18.8K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 19.99% |
$75.3K - $81K
|
4.48K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-4.56K- 27.88% |
$307K - $330K
|
11.8K
$830K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-4.93K- 11.04% |
$332K - $357K
|
39.7K
$2.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.07K- 10.22% |
$341K - $367K
|
44.6K
$3.14M
|