Purchases and Sales Made in Q3 2024 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q3 2024. 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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.9M+ 2551160.5% |
$1.75B - $1.94B
|
26.9M
$1.77B
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
453K+ 136.45% |
$29.6M - $32.7M
|
786K
$51.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
402KNew |
$26.2M - $29M
|
402K
$26.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
55.5K+ 44.32% |
$3.62M - $4M
|
181K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 4.63% |
$2.45M - $2.7M
|
847K
$56M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.7KNew |
$1.35M - $1.49M
|
20.7K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2K+ 244.65% |
$1.32M - $1.45M
|
28.4K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
17.9K+ 76.91% |
$1.17M - $1.29M
|
41.1K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.4K+ 6.54% |
$1.14M - $1.25M
|
283K
$18.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.2KNew |
$734K - $811K
|
11.2K
$743K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.55K+ 39.23% |
$623K - $689K
|
33.9K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.84K+ 232.72% |
$512K - $565K
|
11.2K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.6KNew |
$496K - $548K
|
7.6K
$502K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
7.42KNew |
$484K - $535K
|
7.42K
$490K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.24K+ 19.68% |
$472K - $522K
|
44K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.97K+ 11.93% |
$390K - $430K
|
56K
$3.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.91K+ 49.56% |
$320K - $354K
|
14.8K
$978K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.6KNew |
$301K - $332K
|
4.6K
$304K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.43K+ 96.98% |
$289K - $320K
|
9.01K
$595K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.42K+ 53.94% |
$288K - $318K
|
12.6K
$832K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.19K+ 26.53% |
$273K - $302K
|
20K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$258K - $285K
|
3.96K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.95KNew |
$258K - $285K
|
3.95K
$261K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
3.79K+ 8.61% |
$248K - $274K
|
47.8K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59KNew |
$234K - $259K
|
3.59K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.52KNew |
$230K - $254K
|
3.52K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.39KNew |
$221K - $244K
|
3.39K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.28KNew |
$214K - $237K
|
3.28K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.24KNew |
$211K - $234K
|
3.24K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.1K+ 85.76% |
$202K - $224K
|
6.72K
$444K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
3K+ 35.56% |
$196K - $217K
|
11.4K
$756K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3KNew |
$196K - $216K
|
3K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.9KNew |
$189K - $209K
|
2.9K
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.56K+ 18.33% |
$167K - $185K
|
16.5K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.37K+ 60.54% |
$155K - $171K
|
6.29K
$415K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.65KNew |
$108K - $119K
|
1.65K
$109K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.53K+ 14.96% |
$100K - $111K
|
11.8K
$778K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.5K+ 6.21% |
$97.6K - $108K
|
25.6K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.02K+ 1570.77% |
$66.6K - $73.6K
|
1.09K
$71.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
958+ 26.9% |
$62.5K - $69.1K
|
4.52K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
822+ 18.55% |
$53.7K - $59.3K
|
5.25K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
796+ 4.92% |
$52K - $57.4K
|
17K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
564+ 15.53% |
$36.8K - $40.7K
|
4.2K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
490+ 4.57% |
$32K - $35.3K
|
11.2K
$740K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
401+ 5.66% |
$26.2K - $28.9K
|
7.49K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
393New |
$25.7K - $28.3K
|
393
$25.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
391New |
$25.5K - $28.2K
|
391
$25.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
351+ 4.14% |
$22.9K - $25.3K
|
8.83K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
333+ 1.68% |
$21.7K - $24K
|
20.1K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
306+ 4.12% |
$20K - $22.1K
|
7.74K
$511K
|