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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.3K+ 52.12% |
$462K - $524K
|
21.3K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-225- 1.36% |
$14.2K - $16.2K
|
16.3K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.22KNew |
$394K - $447K
|
6.22K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
375+ 4.73% |
$23.7K - $26.9K
|
8.31K
$588K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.02KNew |
$254K - $289K
|
4.02K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 1.64% |
$6.33K - $7.18K
|
6.2K
$439K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
3KNew |
$190K - $215K
|
3K
$212K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.06% |
$253 - $287
|
6.91K
$489K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.52K+ 55.77% |
$223K - $253K
|
9.84K
$697K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-237- 58.96% |
$15K - $17K
|
165
$11.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.1K- 52.63% |
$323K - $366K
|
4.59K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-933- 22.81% |
$59K - $67K
|
3.16K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-12.5K- 94.19% |
$791K - $897K
|
771
$54.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-116- 16.2% |
$7.34K - $8.33K
|
600
$42.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.35% |
$127 - $144
|
573
$40.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-262- 7.31% |
$16.6K - $18.8K
|
3.32K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
10.6KNew |
$674K - $764K
|
10.6K
$754K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.86KNew |
$244K - $277K
|
3.86K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-585- 4.94% |
$37K - $42K
|
11.3K
$797K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-674- 15.9% |
$42.7K - $48.4K
|
3.57K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-146- 1.1% |
$9.24K - $10.5K
|
13.2K
$932K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
686New |
$43.4K - $49.3K
|
686
$48.6K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-270- 0.6% |
$17.1K - $19.4K
|
44.7K
$3.16M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-71- 1.74% |
$4.49K - $5.1K
|
4K
$283K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2.5KNew |
$163K - $177K
|
2.5K
$177K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-764- 10.58% |
$49.9K - $54.2K
|
6.46K
$457K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15- 0.08% |
$980 - $1.06K
|
20K
$1.41M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
7.52KNew |
$491K - $533K
|
7.52K
$532K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7+ 0.04% |
$457 - $496
|
17.6K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.82K+ 1293.78% |
$380K - $413K
|
6.27K
$444K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.19KNew |
$339K - $368K
|
5.19K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.27KNew |
$213K - $232K
|
3.27K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-107- 2.04% |
$6.99K - $7.59K
|
5.15K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.21K+ 6.21% |
$340K - $370K
|
89.1K
$6.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.14K- 24.67% |
$74.2K - $80.6K
|
3.47K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-14.2K- 20.93% |
$925K - $1M
|
53.5K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
7.43K+ 1.66% |
$485K - $527K
|
455K
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
28.4K+ 15.72% |
$1.85M - $2.01M
|
209K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
4.08KNew |
$267K - $289K
|
4.08K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
50+ 0.7% |
$3.27K - $3.55K
|
7.21K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36K+ 6.69% |
$2.35M - $2.55M
|
574K
$40.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.6K- 40.68% |
$755K - $820K
|
16.9K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73- 0.43% |
$4.77K - $5.18K
|
16.9K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.04K+ 3.51% |
$525K - $570K
|
237K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.66K+ 47.27% |
$109K - $118K
|
5.18K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
453+ 228.79% |
$29.6K - $32.1K
|
651
$46.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.26K+ 9.51% |
$605K - $657K
|
107K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.91K- 28.86% |
$190K - $206K
|
7.17K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.4K+ 70.66% |
$157K - $170K
|
5.8K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-144- 19.83% |
$9.41K - $10.2K
|
582
$41.2K
|
|