Purchases and Sales Made in Q4 2024 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
49.3KNew |
$3.22M - $3.5M
|
49.3K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$1.22M - $1.33M
|
18.7K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.94KNew |
$519K - $563K
|
7.94K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
5.92K+ 14.41% |
$387K - $420K
|
47K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.98KNew |
$325K - $353K
|
4.98K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.68KNew |
$240K - $261K
|
3.68K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.36KNew |
$220K - $238K
|
3.36K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.9K+ 34.45% |
$189K - $206K
|
11.3K
$750K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.83K+ 25.3% |
$185K - $201K
|
14K
$929K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.09K+ 18.7% |
$137K - $148K
|
13.3K
$881K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.06K+ 836.18% |
$134K - $146K
|
2.3K
$153K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.53K+ 12.79% |
$99.7K - $108K
|
13.5K
$893K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 1.15% |
$88.9K - $96.5K
|
120K
$7.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07K+ 14.24% |
$69.7K - $75.7K
|
8.56K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
889New |
$58.1K - $63K
|
889
$59K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
619+ 2.91% |
$40.4K - $43.9K
|
21.9K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
532+ 12.68% |
$34.8K - $37.7K
|
4.73K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
436+ 9.06% |
$28.5K - $30.9K
|
5.25K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
402+ 3.51% |
$26.3K - $28.5K
|
11.8K
$786K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
352+ 4.58% |
$23K - $25K
|
8.05K
$534K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
278New |
$18.2K - $19.7K
|
278
$18.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
177+ 0.69% |
$11.6K - $12.6K
|
25.8K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
145+ 2.43% |
$9.47K - $10.3K
|
6.1K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
132+ 0.89% |
$8.62K - $9.36K
|
14.9K
$992K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
111+ 10.22% |
$7.25K - $7.87K
|
1.2K
$79.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
70+ 1.58% |
$4.57K - $4.96K
|
4.49K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 0.78% |
$4.31K - $4.68K
|
8.49K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
63New |
$4.12K - $4.47K
|
63
$4.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.09% |
$2.68K - $2.91K
|
44.1K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33+ 0.78% |
$2.16K - $2.34K
|
4.24K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.48% |
$1.63K - $1.77K
|
5.26K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
10+ 0.76% |
$653 - $709
|
1.32K
$87.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.52% |
$457 - $496
|
1.36K
$90.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.8% |
$457 - $496
|
877
$58.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.09% |
$392 - $426
|
6.9K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.88% |
$327 - $355
|
571
$37.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.87% |
$261 - $284
|
464
$30.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.78% |
$131 - $142
|
259
$17.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.57% |
$131 - $142
|
350
$23.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.44% |
$65.3 - $70.9
|
226
$15K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.03% |
$65.3 - $70.9
|
3.91K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1- 0.01% |
$65.3 - $70.9
|
7.95K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$131 - $142
|
5.91K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.1% |
$261 - $284
|
4.07K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$784 - $851
|
16.5K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-21- 33.33% |
$1.37K - $1.49K
|
42
$2.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-39- 2.66% |
$2.55K - $2.77K
|
1.43K
$94.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 1.29% |
$3.07K - $3.33K
|
3.58K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 2.31% |
$6.53K - $7.09K
|
4.22K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-106- 0.48% |
$6.92K - $7.52K
|
21.8K
$1.44M
|