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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.44K+ 8.11% |
$93.7K - $102K
|
19.1K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.4K+ 0.1% |
$91.7K - $99.6K
|
1.47M
$101M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.38K+ 15.14% |
$90.3K - $98K
|
10.5K
$720K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 1.15% |
$88.9K - $96.5K
|
120K
$8.21M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.35K+ 7.48% |
$87.9K - $95.5K
|
19.3K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.28K+ 14.48% |
$83.5K - $90.7K
|
10.1K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.11K+ 14.32% |
$72.4K - $78.6K
|
8.84K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.07K+ 14.24% |
$69.7K - $75.7K
|
8.56K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1K+ 8.48% |
$65.3K - $70.9K
|
12.8K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
963+ 8.64% |
$62.9K - $68.3K
|
12.1K
$830K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
889New |
$58.1K - $63K
|
889
$60.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
851+ 50.5% |
$55.6K - $60.4K
|
2.54K
$174K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
648+ 168.75% |
$42.3K - $46K
|
1.03K
$70.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
621+ 16.86% |
$40.6K - $44K
|
4.31K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
619+ 2.91% |
$40.4K - $43.9K
|
21.9K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
552+ 8.62% |
$36.1K - $39.1K
|
6.96K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
542+ 311.49% |
$35.4K - $38.4K
|
716
$49.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
532+ 12.68% |
$34.8K - $37.7K
|
4.73K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
483New |
$31.5K - $34.3K
|
483
$33.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
468+ 6.97% |
$30.6K - $33.2K
|
7.19K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
453+ 228.79% |
$29.6K - $32.1K
|
651
$44.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
436+ 4.24% |
$28.5K - $30.9K
|
10.7K
$735K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
436+ 9.06% |
$28.5K - $30.9K
|
5.25K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
411+ 6.97% |
$26.8K - $29.1K
|
6.31K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
402+ 3.51% |
$26.3K - $28.5K
|
11.8K
$812K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
352+ 4.58% |
$23K - $25K
|
8.05K
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
339+ 1.9% |
$22.1K - $24K
|
18.2K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
278New |
$18.2K - $19.7K
|
278
$19K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
274+ 1.2% |
$17.9K - $19.4K
|
23.1K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
245+ 53.73% |
$16K - $17.4K
|
701
$48K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
239+ 3.3% |
$15.6K - $16.9K
|
7.48K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
177+ 0.69% |
$11.6K - $12.6K
|
25.8K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
150+ 4.37% |
$9.8K - $10.6K
|
3.58K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
145+ 2.43% |
$9.47K - $10.3K
|
6.1K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
132+ 0.89% |
$8.62K - $9.36K
|
14.9K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
124New |
$8.1K - $8.79K
|
124
$8.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
111+ 10.22% |
$7.25K - $7.87K
|
1.2K
$82K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
109+ 11.01% |
$7.12K - $7.73K
|
1.1K
$75.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
70+ 1.58% |
$4.57K - $4.96K
|
4.49K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66+ 0.78% |
$4.31K - $4.68K
|
8.49K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63+ 0.51% |
$4.12K - $4.47K
|
12.5K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
63New |
$4.12K - $4.47K
|
63
$4.32K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
61+ 0.75% |
$3.98K - $4.33K
|
8.18K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50+ 0.7% |
$3.27K - $3.55K
|
7.21K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41+ 0.09% |
$2.68K - $2.91K
|
44.1K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33+ 0.78% |
$2.16K - $2.34K
|
4.24K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.48% |
$1.63K - $1.77K
|
5.26K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21+ 12.5% |
$1.37K - $1.49K
|
189
$12.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
16+ 11.43% |
$1.05K - $1.13K
|
156
$10.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.76% |
$1.05K - $1.13K
|
2.12K
$145K
|