Purchases and Sales Made in Q4 2022 in Ishares U.S. Consumer Staples (IYK)
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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.33KNew |
$139K - $488K
|
2.33K
$159K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.1K+ 22.45% |
$126K - $442K
|
11.5K
$785K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1K+ 105.0% |
$126K - $441K
|
4.1K
$281K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.95K+ 67.51% |
$117K - $410K
|
4.85K
$332K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$110K - $385K
|
1.83K
$126K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.83KNew |
$109K - $385K
|
1.83K
$125K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.71K+ 1.62% |
$102K - $358K
|
107K
$7.35M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.68K+ 3.33% |
$100K - $352K
|
52.1K
$3.57M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1.56K+ 692.89% |
$93.2K - $327K
|
1.78K
$122K
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$86.4K - $304K
|
1.45K
$99.1K
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.41KNew |
$84.2K - $296K
|
1.41K
$96.5K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 53.44% |
$78.8K - $277K
|
3.79K
$259K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.28K+ 572.32% |
$76.6K - $269K
|
1.51K
$103K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 0.95% |
$71.9K - $253K
|
128K
$8.75M
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.13KNew |
$67.5K - $237K
|
1.13K
$77.4K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.07KNew |
$64.1K - $225K
|
1.07K
$73.5K
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.04KNew |
$62.2K - $218K
|
1.04K
$71.3K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1KNew |
$60K - $211K
|
1K
$68.8K
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$68.5K
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$68.5K
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$68.5K
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$68.5K
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$68.5K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
997New |
$59.6K - $209K
|
997
$68.3K
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
984+ 35.12% |
$58.8K - $207K
|
3.79K
$259K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
884+ 27.17% |
$52.8K - $186K
|
4.14K
$283K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
874+ 57.73% |
$52.2K - $184K
|
2.39K
$164K
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
868+ 1.95% |
$51.9K - $182K
|
45.4K
$3.11M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
753New |
$45K - $158K
|
753
$51.6K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
728+ 13.4% |
$43.5K - $153K
|
6.16K
$422K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
714+ 3.53% |
$42.7K - $150K
|
20.9K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
671New |
$40.1K - $141K
|
671
$46K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
633+ 23.22% |
$37.8K - $133K
|
3.36K
$230K
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
611+ 8.57% |
$36.5K - $128K
|
7.74K
$530K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
585New |
$35K - $123K
|
585
$40.1K
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
506+ 15.42% |
$30.2K - $106K
|
3.79K
$259K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
461+ 7.97% |
$27.6K - $96.8K
|
6.25K
$428K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
435New |
$26K - $91.4K
|
435
$29.8K
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
271+ 9.09% |
$16.2K - $56.9K
|
3.25K
$223K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
270New |
$16.1K - $56.7K
|
270
$18.5K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
256+ 0.43% |
$15.3K - $53.8K
|
59.4K
$4.07M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
256+ 0.43% |
$15.3K - $53.8K
|
59.4K
$4.07M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
251New |
$15K - $52.7K
|
251
$17.2K
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
240New |
$14.3K - $50.4K
|
240
$16.4K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
231+ 7.62% |
$13.8K - $48.5K
|
3.26K
$223K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
225New |
$13.4K - $47.3K
|
225
$15.4K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
220+ 12.63% |
$13.1K - $46.2K
|
1.96K
$134K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
220+ 12.63% |
$13.1K - $46.2K
|
1.96K
$134K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
217+ 4.19% |
$13K - $45.6K
|
5.4K
$370K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
216+ 12.62% |
$12.9K - $45.4K
|
1.93K
$132K
|