Purchases and Sales Made in Q4 2022 in Ishares U.S. Consumer Staples (IYK)

IYK Quotes by TradingView

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 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
195
+ 4.7%
$11.7K - $41K
4.35K $284K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
190
+ 5.3%
$11.4K - $39.9K
3.78K $247K
Feb 23, 2023 Q4 2022
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
187
New
$11.2K - $39.3K
187 $12.2K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
175
+ 2.92%
$10.5K - $36.8K
6.16K $402K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
165
New
$9.86K - $34.7K
165 $10.8K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
165
New
$9.86K - $34.7K
165 $10.8K
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
157
+ 3.57%
$9.38K - $33K
4.55K $297K
Feb 13, 2023 Q4 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
152
New
$9.09K - $31.9K
152 $9.93K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
152
New
$9.09K - $31.9K
152 $9.93K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
150
New
$8.97K - $31.5K
150 $9.8K
May 17, 2024 Q4 2022
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
143
New
$8.55K - $30K
143 $9.34K
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

BUY
 -
126
+ 6.84%
$7.53K - $26.5K
1.97K $129K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
112
+ 7.04%
$6.69K - $23.5K
1.7K $111K
Jan 18, 2023 Q4 2022
Pfg Private Wealth Management, LLC

BUY
 -
112
+ 0.6%
$6.69K - $23.5K
18.7K $1.22M
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
110
New
$6.57K - $23.1K
110 $7.18K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
109
+ 5.23%
$6.51K - $22.9K
2.19K $143K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
107
+ 100.0%
$6.4K - $22.5K
214 $14K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
105
New
$6.28K - $22.1K
105 $6.86K
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
100
+ 0.33%
$5.98K - $21K
30.8K $2.01M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
99
+ 26.33%
$5.92K - $20.8K
475 $31K
Jan 20, 2023 Q4 2022
Genesee Capital Advisors, LLC

BUY
 -
99
+ 0.22%
$5.92K - $20.8K
44.8K $2.92M
Jan 17, 2023 Q4 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
90
+ 6.52%
$5.38K - $18.9K
1.47K $96K
Jan 12, 2024 Q4 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
81
+ 4.18%
$4.84K - $17K
2.02K $132K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
79
+ 6.07%
$4.72K - $16.6K
1.38K $90.2K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
65
+ 0.14%
$3.89K - $13.7K
47.3K $3.09M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
55
New
$3.29K - $11.6K
55 $3.59K
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
51
New
$3.05K - $10.7K
51 $3.33K
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
48
+ 3.82%
$2.87K - $10.1K
1.31K $85.3K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
48
+ 2.35%
$2.87K - $10.1K
2.09K $137K
Feb 14, 2023 Q4 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
36
+ 1.98%
$2.15K - $7.56K
1.85K $121K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
35
New
$2.09K - $7.35K
35 $2.29K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
34
+ 0.51%
$2.03K - $7.14K
6.71K $438K
Feb 07, 2023 Q4 2022
Family Firm, Inc.

BUY
 -
30
+ 1.47%
$1.79K - $6.3K
2.08K $136K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
29
+ 0.55%
$1.73K - $6.09K
5.29K $345K
Jan 30, 2023 Q4 2022
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
26
+ 1.26%
$1.55K - $5.46K
2.08K $136K
Jan 13, 2023 Q4 2022
Piershale Financial Group, Inc.

BUY
 -
25
New
$1.49K - $5.25K
25 $1.63K
Feb 01, 2023 Q4 2022
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
25
+ 1.89%
$1.49K - $5.25K
1.35K $87.9K
Feb 07, 2023 Q4 2022
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
20
+ 0.07%
$1.2K - $4.2K
27.7K $1.81M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
15
+ 0.15%
$897 - $3.15K
9.86K $644K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
11
+ 2.95%
$657 - $2.31K
384 $25.1K
Jan 25, 2023 Q4 2022
Stephens Inc

BUY
 -
10
+ 0.36%
$598 - $2.1K
2.79K $182K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
9
+ 0.66%
$538 - $1.89K
1.36K $89K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
7
+ 0.79%
$418 - $1.47K
888 $58K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
7
+ 0.79%
$418 - $1.47K
888 $58K
Feb 03, 2023 Q4 2022
Oakworth Capital, Inc.

BUY
 -
7
New
$418 - $1.47K
7 $457
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
3
+ 0.2%
$179 - $630
1.52K $99.5K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
3
+ 1.69%
$179 - $630
181 $11.8K
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
3
+ 0.72%
$179 - $630
418 $27.3K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
1
+ 0.09%
$59.8 - $210
1.16K $75.6K

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