Latest Institutional Transactions on Ishares U.S. Consumer Staples (IYK)
This table provides information on the latest institutional transactions involving Ishares U.S. Consumer Staples (IYK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-28.3K- 5.65% |
$1.88M - $1.97M
|
473K
$32.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
347+ 3.77% |
$23K - $24.1K
|
9.55K
$649K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
964+ 10.67% |
$63.9K - $67K
|
10K
$679K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
612+ 5.69% |
$40.6K - $42.6K
|
11.4K
$773K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.67K+ 23.3% |
$310K - $325K
|
24.7K
$1.68M
|
|
|
Jan 29, 2026
Q4 2025
|
High Point Wealth Management, LLC
Chester, NJ |
BUY
|
- |
3.28KNew |
$218K - $228K
|
3.28K
$223K
|
|
|
Jan 29, 2026
Q4 2025
|
Concord Wealth Partners
|
BUY
|
- |
144New |
$9.54K - $10K
|
144
$9.78K
|
|
|
Jan 29, 2026
Q4 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.61% |
$199 - $209
|
491
$33.4K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-755- 3.56% |
$50K - $52.5K
|
20.4K
$1.39M
|
|
|
Jan 28, 2026
Q4 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.34KNew |
$287K - $302K
|
4.34K
$295K
|
|
|
Jan 28, 2026
Q4 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-216- 3.64% |
$14.3K - $15K
|
5.71K
$388K
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
894+ 101.02% |
$59.2K - $62.2K
|
1.78K
$121K
|
|
|
Jan 28, 2026
Q4 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
48.4KNew |
$3.21M - $3.37M
|
48.4K
$3.29M
|
|
|
Jan 28, 2026
Q4 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3+ 0.09% |
$199 - $209
|
3.29K
$224K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-195- 1.6% |
$12.9K - $13.6K
|
12K
$814K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-292- 95.74% |
$19.4K - $20.3K
|
13
$883
|
|
|
Jan 26, 2026
Q4 2025
|
Welch Group, LLC
|
BUY
|
- |
11.5KNew |
$760K - $797K
|
11.5K
$779K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-315- 42.0% |
$20.9K - $21.9K
|
435
$29.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.39K+ 10.89% |
$92.3K - $96.9K
|
14.2K
$964K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-1- 1.47% |
$66.3 - $69.5
|
67
$4.55K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5+ 0.11% |
$331 - $348
|
4.54K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
9+ 0.13% |
$596 - $626
|
6.93K
$471K
|
|
|
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
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
51+ 0.75% |
$3.38K - $3.55K
|
6.88K
$468K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
18KNew |
$1.19M - $1.25M
|
18K
$1.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.24K+ 118.58% |
$214K - $225K
|
5.97K
$405K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.94% |
$530 - $556
|
862
$58.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
471New |
$31.2K - $32.7K
|
471
$32K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-14- 0.12% |
$928 - $973
|
11.2K
$762K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.5KNew |
$99.2K - $104K
|
1.5K
$102K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 1.03% |
$398 - $417
|
586
$39.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-4.31K- 81.09% |
$285K - $299K
|
1K
$68.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
831New |
$55.1K - $57.8K
|
831
$56.5K
|
|
|
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 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 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-305- 8.59% |
$20.2K - $21.2K
|
3.24K
$220K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.43K- 16.47% |
$94.8K - $99.5K
|
7.26K
$493K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-39- 0.22% |
$2.58K - $2.71K
|
17.5K
$1.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 40.91% |
$2.39K - $2.5K
|
124
$8.43K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
32KNew |
$2.12M - $2.23M
|
32K
$2.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-300- 2.57% |
$19.9K - $20.9K
|
11.4K
$773K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$66.3 - $69.5
|
7.82K
$531K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.58K- 7.05% |
$104K - $110K
|
20.8K
$1.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-78- 48.15% |
$5.17K - $5.42K
|
84
$5.71K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-516- 12.19% |
$34.2K - $35.9K
|
3.72K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
82+ 0.99% |
$5.43K - $5.7K
|
8.37K
$568K
|
|
|
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 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
938+ 106.23% |
$62.2K - $65.2K
|
1.82K
$124K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-36- 0.62% |
$2.39K - $2.5K
|
5.76K
$392K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
56+ 0.39% |
$3.71K - $3.89K
|
14.3K
$973K
|
|