Purchases and Sales Made in Q4 2025 in Ishares U.S. Consumer Staples (IYK)
This table provides information about the institutional ownership of Ishares U.S. Consumer Staples (IYK) during Q4 2025. 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 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
32KNew |
$2.12M - $2.23M
|
32K
$2.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.24K+ 118.58% |
$214K - $225K
|
5.97K
$405K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.2K+ 63.54% |
$212K - $222K
|
8.23K
$560K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.5KNew |
$99.2K - $104K
|
1.5K
$102K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
938+ 106.23% |
$62.2K - $65.2K
|
1.82K
$124K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
831New |
$55.1K - $57.8K
|
831
$56.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
492+ 15.09% |
$32.6K - $34.2K
|
3.75K
$255K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
471New |
$31.2K - $32.7K
|
471
$32K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$19.9K - $20.9K
|
300
$20.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
224+ 3.56% |
$14.8K - $15.6K
|
6.51K
$442K
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
150+ 1.81% |
$9.94K - $10.4K
|
8.46K
$575K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
120New |
$7.95K - $8.34K
|
120
$8.15K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99+ 0.96% |
$6.56K - $6.88K
|
10.4K
$707K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
82+ 0.99% |
$5.43K - $5.7K
|
8.37K
$568K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
56+ 0.39% |
$3.71K - $3.89K
|
14.3K
$973K
|
|
|
Jan 23, 2026
Q4 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
51+ 0.75% |
$3.38K - $3.55K
|
6.88K
$468K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
49+ 51.04% |
$3.25K - $3.41K
|
145
$9.85K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 40.91% |
$2.39K - $2.5K
|
124
$8.43K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
23New |
$1.52K - $1.6K
|
23
$1.56K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
9+ 0.13% |
$596 - $626
|
6.93K
$471K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.94% |
$530 - $556
|
862
$58.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 1.03% |
$398 - $417
|
586
$39.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
5+ 1.11% |
$331 - $348
|
456
$31K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5+ 0.11% |
$331 - $348
|
4.54K
$308K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$66.3 - $69.5
|
7.82K
$531K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-1- 1.47% |
$66.3 - $69.5
|
67
$4.55K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-14- 0.12% |
$928 - $973
|
11.2K
$762K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-36- 0.62% |
$2.39K - $2.5K
|
5.76K
$392K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-39- 0.22% |
$2.58K - $2.71K
|
17.5K
$1.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-78- 48.15% |
$5.17K - $5.42K
|
84
$5.71K
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-300- 2.57% |
$19.9K - $20.9K
|
11.4K
$773K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-305- 8.59% |
$20.2K - $21.2K
|
3.24K
$220K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-422- 6.22% |
$28K - $29.3K
|
6.36K
$432K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-509- 14.12% |
$33.7K - $35.4K
|
3.1K
$210K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-516- 12.19% |
$34.2K - $35.9K
|
3.72K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-539- 13.0% |
$35.7K - $37.5K
|
3.61K
$245K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-929- 2.35% |
$61.6K - $64.6K
|
38.7K
$2.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.43K- 16.47% |
$94.8K - $99.5K
|
7.26K
$493K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.58K- 7.05% |
$104K - $110K
|
20.8K
$1.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.42K- 29.7% |
$227K - $238K
|
8.09K
$550K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.69K- 9.81% |
$245K - $257K
|
33.9K
$2.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-4.31K- 81.09% |
$285K - $299K
|
1K
$68.2K
|
|