Purchases and Sales Made in Q4 2023 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
213KNew |
$38.1M - $41.4M
|
213K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
39.8KNew |
$7.12M - $7.73M
|
39.8K
$2.63M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
35.9KNew |
$6.41M - $6.96M
|
35.9K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.9K+ 90.62% |
$3.91M - $4.25M
|
46.1K
$3.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9KNew |
$2.49M - $2.7M
|
13.9K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
12.1KNew |
$2.17M - $2.36M
|
12.1K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.1K+ 3.87% |
$1.8M - $1.96M
|
270K
$17.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
9.84KNew |
$1.76M - $1.91M
|
9.84K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.59K+ 72.99% |
$1.71M - $1.86M
|
22.7K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8.24KNew |
$1.47M - $1.6M
|
8.24K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
6.94KNew |
$1.24M - $1.35M
|
6.94K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.9KNew |
$1.05M - $1.15M
|
5.9K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.75K+ 24.87% |
$1.03M - $1.12M
|
28.9K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5KNew |
$894K - $971K
|
5K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$769K - $835K
|
4.3K
$284K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.3KNew |
$768K - $834K
|
4.3K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.9K+ 34.46% |
$696K - $756K
|
15.2K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.84K+ 61.56% |
$686K - $745K
|
10.1K
$665K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.78KNew |
$675K - $733K
|
3.78K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.61K+ 23.93% |
$645K - $700K
|
18.7K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.13K+ 70.15% |
$559K - $607K
|
7.58K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.12KNew |
$558K - $606K
|
3.12K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.11K+ 53.9% |
$555K - $603K
|
8.87K
$585K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.78KNew |
$496K - $539K
|
2.78K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.5KNew |
$446K - $485K
|
2.5K
$165K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.23KNew |
$399K - $433K
|
2.23K
$147K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.16KNew |
$386K - $419K
|
2.16K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.07KNew |
$370K - $402K
|
2.07K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.89KNew |
$337K - $366K
|
1.89K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 4.49% |
$282K - $307K
|
36.8K
$2.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.5KNew |
$268K - $291K
|
1.5K
$99.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38K+ 18.27% |
$246K - $267K
|
8.9K
$588K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 39.65% |
$236K - $257K
|
4.66K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.28K+ 20.97% |
$229K - $248K
|
7.38K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.27KNew |
$227K - $246K
|
1.27K
$83.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.25KNew |
$222K - $242K
|
1.25K
$82.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.21KNew |
$216K - $235K
|
1.21K
$79.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.18KNew |
$211K - $229K
|
1.18K
$77.9K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.18KNew |
$211K - $229K
|
1.18K
$77.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.15KNew |
$205K - $222K
|
1.15K
$75.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.1KNew |
$196K - $213K
|
1.1K
$72.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.09KNew |
$195K - $212K
|
1.09K
$72K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.06KNew |
$189K - $205K
|
1.06K
$69.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.05KNew |
$188K - $205K
|
1.05K
$69.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
915+ 33.63% |
$164K - $178K
|
3.64K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
784+ 410.47% |
$140K - $152K
|
975
$64.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
768+ 13.8% |
$137K - $149K
|
6.34K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
757+ 61.25% |
$135K - $147K
|
1.99K
$132K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
733+ 135.49% |
$131K - $142K
|
1.27K
$84.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
709+ 2836.0% |
$127K - $138K
|
734
$48.5K
|