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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-146- 1.09% |
$9.54K - $10.4K
|
13.3K
$883K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-152- 2.7% |
$9.93K - $10.8K
|
5.48K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-254- 7.08% |
$16.6K - $18K
|
3.34K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-270- 2.08% |
$17.6K - $19.1K
|
12.7K
$845K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-302- 1.11% |
$19.7K - $21.4K
|
26.9K
$1.78M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-401- 0.88% |
$26.2K - $28.4K
|
44.9K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-450- 16.67% |
$29.4K - $31.9K
|
2.25K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.21K- 13.23% |
$79.2K - $86K
|
7.95K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.67K- 14.87% |
$109K - $118K
|
9.54K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.92K- 31.92% |
$125K - $136K
|
4.09K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.1K- 18.62% |
$137K - $149K
|
9.15K
$607K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.91K- 23.08% |
$190K - $206K
|
9.68K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.45K- 41.87% |
$226K - $245K
|
4.79K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-23.1K- 25.33% |
$1.51M - $1.64M
|
68.2K
$4.53M
|