Purchases and Sales Made in Q3 2022 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.75KNew |
$105K - $362K
|
1.75K
$114K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.6K+ 9.75% |
$96K - $332K
|
18K
$1.18M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
1.53KNew |
$91.8K - $318K
|
1.53K
$100K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.52KNew |
$91.3K - $316K
|
1.52K
$99.5K
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
1.51KNew |
$90.7K - $314K
|
1.51K
$98.9K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 66.57% |
$86K - $297K
|
3.59K
$234K
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.41K+ 1.65% |
$84.7K - $293K
|
87K
$5.68M
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.36KNew |
$81.6K - $282K
|
1.36K
$88.9K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 198.83% |
$81.5K - $282K
|
2.04K
$133K
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.35KNew |
$80.8K - $279K
|
1.35K
$88K
|
|
Oct 27, 2022
Q3 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.33K+ 3.07% |
$79.5K - $275K
|
44.5K
$2.91M
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.33K+ 16.56% |
$79.4K - $275K
|
9.33K
$609K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.32K+ 11.83% |
$78.9K - $273K
|
12.4K
$812K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$75.4K - $261K
|
1.26K
$82.1K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$72K - $249K
|
1.2K
$78.5K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.16K+ 6.18% |
$69.7K - $241K
|
20K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.16KNew |
$69.4K - $240K
|
1.16K
$75.6K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
797+ 17.21% |
$47.8K - $165K
|
5.43K
$354K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
790New |
$47.4K - $164K
|
790
$51.6K
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
782+ 6.03% |
$46.9K - $162K
|
13.8K
$898K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
775New |
$46.5K - $161K
|
775
$50.6K
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
699+ 10.88% |
$41.9K - $145K
|
7.13K
$465K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
665+ 34.87% |
$39.9K - $138K
|
2.57K
$168K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
641+ 6.32% |
$38.4K - $133K
|
10.8K
$705K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
544+ 8.38% |
$32.6K - $113K
|
7.04K
$460K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
543+ 27.59% |
$32.5K - $113K
|
2.51K
$164K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
531+ 4.44% |
$31.8K - $110K
|
12.5K
$815K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
511+ 5.25% |
$30.6K - $106K
|
10.3K
$669K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
455+ 9.65% |
$27.3K - $94.3K
|
5.17K
$338K
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
415New |
$24.9K - $86K
|
415
$27.1K
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
394+ 29.89% |
$23.6K - $81.7K
|
1.71K
$112K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
392+ 1.31% |
$23.5K - $81.2K
|
30.2K
$1.97M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
363+ 24.53% |
$21.8K - $75.2K
|
1.84K
$120K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
361+ 16.58% |
$21.6K - $74.8K
|
2.54K
$166K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
337+ 802.38% |
$20.2K - $69.8K
|
379
$24.7K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
313+ 21.9% |
$18.8K - $64.9K
|
1.74K
$114K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
313+ 21.9% |
$18.8K - $64.9K
|
1.74K
$114K
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
292+ 11.63% |
$17.5K - $60.5K
|
2.8K
$183K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
273+ 273.0% |
$16.4K - $56.6K
|
373
$24.4K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
257New |
$15.4K - $53.3K
|
257
$16.8K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
236+ 22.14% |
$14.1K - $48.9K
|
1.3K
$85K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
224New |
$13.4K - $46.4K
|
224
$14.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$12K - $41.5K
|
200
$13.1K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
141+ 1.53% |
$8.45K - $29.2K
|
9.36K
$611K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
141+ 2.08% |
$8.45K - $29.2K
|
6.93K
$453K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
132+ 4.78% |
$7.91K - $27.4K
|
2.89K
$189K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 5.83% |
$5.99K - $20.7K
|
1.82K
$119K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
100+ 12.38% |
$5.99K - $20.7K
|
908
$59.3K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
90+ 4.26% |
$5.39K - $18.7K
|
2.2K
$144K
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
86+ 3.69% |
$5.15K - $17.8K
|
2.42K
$158K
|