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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
77+ 3.84% |
$4.62K - $16K
|
2.08K
$136K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
66+ 2.37% |
$3.96K - $13.7K
|
2.85K
$186K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
65New |
$3.9K - $13.5K
|
65
$4.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
65New |
$3.9K - $13.5K
|
65
$4.24K
|
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
62+ 3.31% |
$3.72K - $12.9K
|
1.94K
$126K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
60New |
$3.6K - $12.4K
|
60
$3.92K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55New |
$3.3K - $11.4K
|
55
$3.59K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
50+ 4.52% |
$3K - $10.4K
|
1.16K
$75.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38+ 1.29% |
$2.28K - $7.88K
|
2.99K
$195K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
38New |
$2.28K - $7.88K
|
38
$2.48K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34+ 0.06% |
$2.04K - $7.05K
|
59.1K
$3.86M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34+ 0.06% |
$2.04K - $7.05K
|
59.1K
$3.86M
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 2.32% |
$1.8K - $6.22K
|
1.32K
$86.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
26+ 0.8% |
$1.56K - $5.39K
|
3.29K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
23+ 0.71% |
$1.38K - $4.77K
|
3.28K
$214K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.56% |
$1.26K - $4.35K
|
3.74K
$244K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 2.32% |
$1.2K - $4.15K
|
881
$57.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 0.32% |
$1.02K - $3.52K
|
5.26K
$343K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
16+ 0.79% |
$959 - $3.32K
|
2.05K
$134K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15New |
$899 - $3.11K
|
15
$980
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9+ 0.67% |
$539 - $1.87K
|
1.35K
$88.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.38% |
$420 - $1.45K
|
1.86K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.25% |
$240 - $829
|
1.59K
$104K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2New |
$120 - $415
|
2
$131
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.84% |
$120 - $415
|
241
$15.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.89% |
$59.9 - $207
|
113
$7.38K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.99% |
$59.9 - $207
|
102
$6.66K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 1.28% |
$59.9 - $207
|
77
$5.03K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2- 0.07% |
$120 - $415
|
2.98K
$195K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-12- 3.09% |
$719 - $2.49K
|
376
$24.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-21- 0.75% |
$1.26K - $4.35K
|
2.78K
$181K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-41- 3.18% |
$2.46K - $8.5K
|
1.25K
$81.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-49- 9.42% |
$2.94K - $10.2K
|
471
$30.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-60- 0.67% |
$3.6K - $12.4K
|
8.87K
$579K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-64- 0.14% |
$3.84K - $13.3K
|
44.7K
$2.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-79- 1.77% |
$4.74K - $16.4K
|
4.39K
$287K
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-81- 0.47% |
$4.86K - $16.8K
|
17.1K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-89- 1.84% |
$5.33K - $18.4K
|
4.74K
$309K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-90- 0.91% |
$5.39K - $18.7K
|
9.85K
$643K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-94- 2.24% |
$5.63K - $19.5K
|
4.11K
$268K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-109- 9.0% |
$6.53K - $22.6K
|
1.1K
$72K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-130- 3.04% |
$7.79K - $26.9K
|
4.15K
$271K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-171- 1.31% |
$10.2K - $35.4K
|
12.9K
$842K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-175- 50.0% |
$10.5K - $36.3K
|
175
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-190- 0.4% |
$11.4K - $39.4K
|
47.2K
$3.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-212- 0.54% |
$12.7K - $43.9K
|
38.7K
$2.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-213- 4.11% |
$12.8K - $44.1K
|
4.97K
$324K
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-217- 1.41% |
$13K - $45K
|
15.1K
$989K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-220- 3.66% |
$13.2K - $45.6K
|
5.79K
$378K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-239- 3.52% |
$14.3K - $49.5K
|
6.56K
$428K
|