Purchases and Sales Made in Q4 2022 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
460K+ 4070.3% |
$27.5M - $96.7M
|
472K
$30.6M
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
188KNew |
$11.3M - $39.5M
|
188K
$12.2M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 29.22% |
$6.44M - $22.6M
|
476K
$30.9M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61.7K+ 24.13% |
$3.69M - $13M
|
317K
$20.6M
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
BUY
|
- |
58.1KNew |
$3.47M - $12.2M
|
58.1K
$3.77M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
53.6K+ 23.37% |
$3.2M - $11.3M
|
283K
$18.4M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.8K+ 25.54% |
$2.98M - $10.5M
|
245K
$15.9M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.7K+ 40.76% |
$2.79M - $9.81M
|
161K
$10.5M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
42.5KNew |
$2.54M - $8.92M
|
42.5K
$2.76M
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
41.1KNew |
$2.46M - $8.63M
|
41.1K
$2.67M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
37.5K+ 131.2% |
$2.24M - $7.88M
|
66.1K
$4.29M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 79.89% |
$2.07M - $7.26M
|
77.8K
$5.05M
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
28.3KNew |
$1.69M - $5.94M
|
28.3K
$1.83M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27.9KNew |
$1.67M - $5.87M
|
27.9K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6K+ 110.16% |
$1.23M - $4.32M
|
39.3K
$2.55M
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
20.5KNew |
$1.23M - $4.31M
|
20.5K
$1.33M
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
17.2KNew |
$1.03M - $3.6M
|
17.2K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16K+ 141.99% |
$957K - $3.36M
|
27.3K
$1.77M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15.4KNew |
$918K - $3.23M
|
15.4K
$997K
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
15.1KNew |
$902K - $3.17M
|
15.1K
$979K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.8K+ 25.13% |
$884K - $3.11M
|
73.6K
$4.78M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6K+ 17.06% |
$873K - $3.07M
|
100K
$6.5M
|
|
Jan 20, 2023
Q4 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
14.2KNew |
$852K - $2.99M
|
14.2K
$925K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14KNew |
$838K - $2.94M
|
14K
$910K
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
13.8KNew |
$824K - $2.89M
|
13.8K
$895K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 74.61% |
$805K - $2.83M
|
31.5K
$2.05M
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.4KNew |
$801K - $2.81M
|
13.4K
$870K
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.7K+ 83.69% |
$761K - $2.67M
|
27.9K
$1.81M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$670K - $2.35M
|
11.2K
$727K
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11K+ 125.18% |
$655K - $2.3M
|
19.7K
$1.28M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$626K - $2.2M
|
10.5K
$680K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 61.91% |
$614K - $2.16M
|
26.9K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.78K+ 91.61% |
$584K - $2.05M
|
20.4K
$1.33M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.73K+ 90.19% |
$582K - $2.04M
|
20.5K
$1.33M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.54K+ 67.97% |
$570K - $2M
|
23.6K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.09K+ 156.34% |
$483K - $1.7M
|
13.3K
$861K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.37KNew |
$440K - $1.55M
|
7.37K
$478K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
6.01KNew |
$359K - $1.26M
|
6.01K
$390K
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.65K+ 12.25% |
$278K - $976K
|
42.6K
$2.76M
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.37KNew |
$261K - $918K
|
4.37K
$284K
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.15K+ 46.74% |
$248K - $871K
|
13K
$845K
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.13KNew |
$247K - $867K
|
4.13K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.77K+ 22.76% |
$225K - $792K
|
20.3K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.36KNew |
$201K - $705K
|
3.36K
$218K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
3.27K+ 19.75% |
$195K - $686K
|
19.8K
$1.29M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.22K+ 41.47% |
$193K - $677K
|
11K
$714K
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.68KNew |
$160K - $563K
|
2.68K
$174K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.65K+ 21.34% |
$159K - $557K
|
15.1K
$980K
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
BUY
|
- |
2.55KNew |
$152K - $536K
|
2.55K
$166K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.54K+ 175.99% |
$152K - $533K
|
3.98K
$258K
|