Purchases and Sales Made in Q3 2021 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
192KNew |
$34.4M - $36.1M
|
192K
$12.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
79KNew |
$14.2M - $14.9M
|
79K
$5.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$8.98M - $9.42M
|
50K
$3.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18K+ 130.9% |
$3.24M - $3.4M
|
31.8K
$2.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.9K+ 24.12% |
$2.14M - $2.25M
|
61.4K
$4.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
11.1KNew |
$2M - $2.09M
|
11.1K
$734K
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
10.9KNew |
$1.97M - $2.06M
|
10.9K
$723K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.09K+ 50.92% |
$1.27M - $1.34M
|
21K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.31KNew |
$1.13M - $1.19M
|
6.31K
$417K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.7K+ 2551.63% |
$843K - $885K
|
4.88K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.89K+ 15.03% |
$519K - $544K
|
22.1K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.17K+ 5.77% |
$389K - $408K
|
39.7K
$2.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.89K+ 20.09% |
$340K - $356K
|
11.3K
$747K
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.46KNew |
$262K - $275K
|
1.46K
$96.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.42K+ 77.86% |
$254K - $267K
|
3.24K
$214K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.31K+ 70.53% |
$235K - $246K
|
3.16K
$209K
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.14KNew |
$204K - $214K
|
1.14K
$75.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.11K+ 4.73% |
$198K - $208K
|
24.5K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 2.91% |
$196K - $206K
|
38.6K
$2.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
988+ 30.67% |
$177K - $186K
|
4.21K
$278K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
976+ 129.96% |
$175K - $184K
|
1.73K
$114K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
950New |
$171K - $179K
|
950
$62.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
848+ 74.39% |
$152K - $160K
|
1.99K
$131K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
826+ 0.66% |
$148K - $156K
|
126K
$8.32M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
815+ 2.71% |
$146K - $154K
|
30.9K
$2.04M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
695New |
$125K - $131K
|
695
$45.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
643+ 6.39% |
$115K - $121K
|
10.7K
$706K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
635+ 7.02% |
$114K - $120K
|
9.68K
$639K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
600New |
$108K - $113K
|
600
$39.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
597+ 2.79% |
$107K - $112K
|
22K
$1.45M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
563+ 8.85% |
$101K - $106K
|
6.93K
$457K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
416+ 27.3% |
$74.7K - $78.4K
|
1.94K
$128K
|
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
294+ 2.68% |
$52.8K - $55.4K
|
11.3K
$744K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
238+ 67.81% |
$42.7K - $44.8K
|
589
$38.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
129New |
$23.2K - $24.3K
|
129
$8.52K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
86New |
$15.4K - $16.2K
|
86
$5.68K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
77+ 0.59% |
$13.8K - $14.5K
|
13.1K
$868K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76+ 0.11% |
$13.6K - $14.3K
|
69.4K
$4.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
32New |
$5.75K - $6.03K
|
32
$2.11K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25+ 0.68% |
$4.49K - $4.71K
|
3.71K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15New |
$2.69K - $2.83K
|
15
$990
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14+ 0.98% |
$2.51K - $2.64K
|
1.44K
$95K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
14+ 0.44% |
$2.51K - $2.64K
|
3.21K
$212K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10New |
$1.8K - $1.88K
|
10
$660
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5+ 0.09% |
$898 - $942
|
5.31K
$351K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.06% |
$898 - $942
|
8.74K
$577K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.25% |
$718 - $754
|
1.6K
$106K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 1.11% |
$180 - $188
|
89
$5.88K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4- 3.6% |
$718 - $754
|
107
$7.07K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8Closed |
$1.44K - $1.51K
|
0
$0
|