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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-810- 20.48% |
$52.9K - $57.4K
|
3.15K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-913- 5.16% |
$59.6K - $64.7K
|
16.8K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 14.04% |
$73K - $79.2K
|
6.84K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.14K- 24.67% |
$74.2K - $80.6K
|
3.47K
$238K
|
|
|
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
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.4K- 56.76% |
$91.6K - $99.4K
|
1.07K
$73.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.67K- 14.87% |
$109K - $118K
|
9.54K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.84K- 2.38% |
$120K - $130K
|
75.4K
$5.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.92K- 31.92% |
$125K - $136K
|
4.09K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.1K- 18.62% |
$137K - $149K
|
9.15K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.87K- 12.8% |
$187K - $203K
|
19.5K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.91K- 23.08% |
$190K - $206K
|
9.68K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.91K- 28.86% |
$190K - $206K
|
7.17K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.99K- 12.44% |
$196K - $212K
|
21.1K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.1K- 0.6% |
$202K - $220K
|
512K
$35.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.45K- 41.87% |
$226K - $245K
|
4.79K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.6K- 10.62% |
$235K - $255K
|
30.3K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.77K- 33.68% |
$442K - $480K
|
13.3K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.2K- 54.03% |
$731K - $793K
|
9.52K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 40.68% |
$755K - $820K
|
16.9K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-14.2K- 20.93% |
$925K - $1M
|
53.5K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 12.94% |
$1.07M - $1.16M
|
110K
$7.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.7K- 24.69% |
$1.09M - $1.19M
|
51K
$3.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-23.1K- 25.33% |
$1.51M - $1.64M
|
68.2K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.9K- 6.1% |
$3.13M - $3.4M
|
738K
$50.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57.3K- 44.69% |
$3.74M - $4.06M
|
70.9K
$4.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-131K- 15.49% |
$8.58M - $9.31M
|
716K
$49.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 19.05% |
$10.5M - $11.4M
|
686K
$47M
|