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 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 1.69% |
$6.72K - $7.43K
|
6.01K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-106- 0.47% |
$6.92K - $7.64K
|
22.4K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-111- 0.98% |
$7.24K - $8.01K
|
11.2K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-148- 1.63% |
$9.66K - $10.7K
|
8.94K
$590K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 0.98% |
$10.2K - $11.3K
|
15.8K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 8.14% |
$11.4K - $12.5K
|
1.96K
$130K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-228- 2.43% |
$14.9K - $16.4K
|
9.16K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-261- 3.28% |
$17K - $18.8K
|
7.69K
$508K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-303- 6.42% |
$19.8K - $21.9K
|
4.42K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-319- 3.85% |
$20.8K - $23K
|
7.96K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-331- 1.83% |
$21.6K - $23.9K
|
17.7K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-425- 1.83% |
$27.7K - $30.7K
|
22.8K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-453- 2.03% |
$29.6K - $32.7K
|
21.9K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-495- 30.5% |
$32.3K - $35.7K
|
1.13K
$74.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-525- 41.97% |
$34.3K - $37.9K
|
726
$47.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-564- 6.28% |
$36.8K - $40.7K
|
8.41K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-569- 3.06% |
$37.1K - $41K
|
18K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-593- 3.26% |
$38.7K - $42.8K
|
17.6K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-625- 4.58% |
$40.8K - $45.1K
|
13K
$859K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-712- 7.24% |
$46.5K - $51.3K
|
9.13K
$603K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-715- 2.4% |
$46.7K - $51.6K
|
29.1K
$1.92M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-744- 9.34% |
$48.6K - $53.7K
|
7.22K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-759- 28.5% |
$49.5K - $54.7K
|
1.9K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-804- 86.45% |
$52.5K - $58K
|
126
$8.32K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-894- 19.53% |
$58.4K - $64.5K
|
3.68K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-930- 1.19% |
$60.7K - $67.1K
|
77.3K
$5.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.01K- 19.39% |
$66.1K - $73K
|
4.21K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.03K- 1.49% |
$66.9K - $73.9K
|
67.6K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.08K- 8.85% |
$70.6K - $78K
|
11.1K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.33K- 27.49% |
$86.5K - $95.6K
|
3.5K
$231K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.33K- 6.73% |
$87K - $96.1K
|
18.5K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 19.07% |
$90.9K - $100K
|
5.91K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.6K- 11.37% |
$104K - $115K
|
12.5K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.92K- 9.7% |
$125K - $138K
|
17.8K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.03K- 2.36% |
$132K - $146K
|
83.9K
$5.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.03K- 8.01% |
$133K - $147K
|
23.3K
$1.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.05K- 13.2% |
$134K - $148K
|
13.5K
$888K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.1K- 20.52% |
$137K - $151K
|
8.12K
$536K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.37K- 37.71% |
$155K - $171K
|
3.92K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.64K- 24.18% |
$173K - $191K
|
8.29K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.72K- 21.26% |
$178K - $196K
|
10.1K
$666K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.94K- 2.27% |
$192K - $212K
|
127K
$8.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.95K- 19.01% |
$193K - $213K
|
12.6K
$831K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.07K- 10.15% |
$200K - $221K
|
27.2K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.22K- 4.53% |
$210K - $232K
|
67.7K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.55K- 0.79% |
$231K - $256K
|
448K
$29.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.35K- 34.55% |
$284K - $314K
|
8.25K
$545K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.79K- 2.05% |
$312K - $345K
|
229K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.78K- 4.41% |
$377K - $416K
|
125K
$8.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.25K- 6.03% |
$408K - $451K
|
97.4K
$6.43M
|