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 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.48% |
$1.63K - $1.77K
|
5.26K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21+ 12.5% |
$1.37K - $1.49K
|
189
$13.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
16+ 11.43% |
$1.05K - $1.13K
|
156
$11K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.76% |
$1.05K - $1.13K
|
2.12K
$150K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.32% |
$980 - $1.06K
|
4.66K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13+ 0.07% |
$849 - $922
|
18.1K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
10+ 0.76% |
$653 - $709
|
1.32K
$93.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9+ 0.1% |
$588 - $638
|
8.95K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.8% |
$457 - $496
|
877
$61.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7+ 0.04% |
$457 - $496
|
17.6K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
7+ 0.52% |
$457 - $496
|
1.36K
$95.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7+ 0.19% |
$457 - $496
|
3.73K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6+ 0.09% |
$392 - $426
|
6.9K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.88% |
$327 - $355
|
571
$40.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.87% |
$261 - $284
|
464
$32.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3+ 0.09% |
$196 - $213
|
3.29K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2+ 0.78% |
$131 - $142
|
259
$18.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.38% |
$131 - $142
|
525
$37K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.57% |
$131 - $142
|
350
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.05% |
$65.3 - $70.9
|
1.96K
$138K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.03% |
$65.3 - $70.9
|
3.91K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.01% |
$65.3 - $70.9
|
9.01K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.44% |
$65.3 - $70.9
|
226
$15.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$131 - $142
|
5.91K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.1% |
$261 - $284
|
4.07K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$784 - $851
|
16.5K
$1.17M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15- 0.08% |
$980 - $1.06K
|
20K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-21- 33.33% |
$1.37K - $1.49K
|
42
$2.96K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-39- 2.66% |
$2.55K - $2.77K
|
1.43K
$100K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 1.29% |
$3.07K - $3.33K
|
3.58K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73- 0.43% |
$4.77K - $5.18K
|
16.9K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 2.31% |
$6.53K - $7.09K
|
4.22K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 3.15% |
$6.53K - $7.09K
|
3.08K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-106- 0.48% |
$6.92K - $7.52K
|
21.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-107- 2.04% |
$6.99K - $7.59K
|
5.15K
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-121- 0.48% |
$7.9K - $8.58K
|
24.9K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-136- 40.0% |
$8.88K - $9.65K
|
204
$14.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-144- 19.83% |
$9.41K - $10.2K
|
582
$41K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-146- 1.09% |
$9.54K - $10.4K
|
13.3K
$938K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-152- 2.7% |
$9.93K - $10.8K
|
5.48K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-171- 0.73% |
$11.2K - $12.1K
|
23.2K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-225- 42.86% |
$14.7K - $16K
|
300
$21.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-254- 7.08% |
$16.6K - $18K
|
3.34K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-270- 2.08% |
$17.6K - $19.1K
|
12.7K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-302- 1.11% |
$19.7K - $21.4K
|
26.9K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-330- 9.74% |
$21.6K - $23.4K
|
3.06K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-390- 26.92% |
$25.5K - $27.7K
|
1.06K
$74.6K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-401- 0.88% |
$26.2K - $28.4K
|
44.9K
$3.17M
|