Purchases and Sales Made in Q3 2023 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-85- 5.9% |
$15.9K - $17.4K
|
1.36K
$89.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-100- 6.85% |
$18.7K - $20.5K
|
1.36K
$89.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-104- 1.6% |
$19.4K - $21.4K
|
6.38K
$421K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-110- 5.27% |
$20.5K - $22.6K
|
1.98K
$131K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-112- 18.27% |
$20.9K - $23K
|
501
$33.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-138- 9.36% |
$25.7K - $28.3K
|
1.34K
$88.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-164- 42.49% |
$30.6K - $33.7K
|
222
$14.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-169- 10.96% |
$31.5K - $34.7K
|
1.37K
$90.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-171- 28.22% |
$31.9K - $35.1K
|
435
$28.7K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-180- 4.11% |
$33.6K - $37K
|
4.2K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-197- 8.44% |
$36.7K - $40.4K
|
2.14K
$141K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-200- 1.18% |
$37.3K - $41.1K
|
16.7K
$1.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-214- 1.08% |
$39.9K - $43.9K
|
19.7K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-224- 12.06% |
$41.8K - $46K
|
1.63K
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
SELL
|
- |
-265- 0.97% |
$49.4K - $54.4K
|
27.1K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-267- 0.71% |
$49.8K - $54.8K
|
37.1K
$2.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-290- 4.45% |
$54.1K - $59.5K
|
6.23K
$411K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-293- 15.92% |
$54.6K - $60.1K
|
1.55K
$102K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-324- 5.74% |
$60.4K - $66.5K
|
5.32K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-332- 15.6% |
$61.9K - $68.2K
|
1.8K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-346- 9.65% |
$64.5K - $71K
|
3.24K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-397- 15.05% |
$74K - $81.5K
|
2.24K
$148K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-399- 11.02% |
$74.4K - $81.9K
|
3.22K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-505- 14.85% |
$94.2K - $104K
|
2.9K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-559- 2.13% |
$104K - $115K
|
25.7K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-631- 13.54% |
$118K - $130K
|
4.03K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-634- 7.77% |
$118K - $130K
|
7.53K
$497K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-700- 26.6% |
$131K - $144K
|
1.93K
$128K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-811- 0.79% |
$151K - $166K
|
101K
$6.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-825- 15.16% |
$154K - $169K
|
4.62K
$305K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-924- 5.78% |
$172K - $190K
|
15.1K
$995K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 7.03% |
$198K - $217K
|
14K
$925K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.17K- 43.29% |
$218K - $240K
|
1.53K
$101K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.21K- 76.68% |
$225K - $248K
|
367
$24.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.51K- 53.07% |
$281K - $309K
|
1.33K
$88K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.97K- 26.38% |
$367K - $404K
|
5.49K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.22K- 26.68% |
$414K - $456K
|
6.1K
$403K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-2.23K- 24.98% |
$415K - $457K
|
6.68K
$441K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.24K- 41.1% |
$418K - $460K
|
3.22K
$212K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.51K- 48.69% |
$469K - $516K
|
2.65K
$175K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.7K- 67.06% |
$504K - $555K
|
1.33K
$87.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.76K- 40.51% |
$515K - $567K
|
4.06K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.82K- 24.18% |
$527K - $580K
|
8.86K
$585K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-2.89K- 41.84% |
$540K - $594K
|
4.02K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.37K- 15.26% |
$628K - $691K
|
18.7K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.64K- 38.75% |
$679K - $748K
|
5.76K
$380K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.97K- 59.3% |
$740K - $814K
|
2.72K
$180K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.33K- 51.58% |
$993K - $1.09M
|
5K
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.56K- 23.6% |
$1.04M - $1.14M
|
18K
$1.19M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.37K- 83.75% |
$1.19M - $1.31M
|
1.24K
$81.6K
|