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, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-220- 1.07% |
$41.9K - $45K
|
20.3K
$1.38M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-670- 8.02% |
$128K - $137K
|
7.68K
$522K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.89K- 52.9% |
$1.31M - $1.41M
|
6.13K
$417K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
13.8KNew |
$824K - $2.89M
|
13.8K
$936K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
187New |
$11.2K - $39.3K
|
187
$12.7K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.26K- 56.31% |
$195K - $685K
|
2.53K
$172K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
165New |
$9.86K - $34.7K
|
165
$11.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.65K+ 12.25% |
$278K - $976K
|
42.6K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55New |
$3.29K - $11.6K
|
55
$3.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.4K- 53.13% |
$203K - $714K
|
3K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
6.01KNew |
$359K - $1.26M
|
6.01K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
240New |
$14.3K - $50.4K
|
240
$16.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.4KNew |
$801K - $2.81M
|
13.4K
$910K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
107+ 100.0% |
$6.4K - $22.5K
|
214
$14.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
225New |
$13.4K - $47.3K
|
225
$15.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.65K- 48.34% |
$278K - $976K
|
4.97K
$337K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-24- 0.99% |
$1.43K - $5.04K
|
2.39K
$163K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$59.8 - $210
|
1.1K
$74.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$68K
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$68K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
231+ 7.62% |
$13.8K - $48.5K
|
3.26K
$222K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27.9KNew |
$1.67M - $5.87M
|
27.9K
$1.9M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-144- 10.68% |
$8.61K - $30.2K
|
1.2K
$81.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.04KNew |
$62.2K - $218K
|
1.04K
$70.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
90+ 6.52% |
$5.38K - $18.9K
|
1.47K
$99.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$1.49K - $5.25K
|
25
$1.7K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
2.98K+ 7.31% |
$179K - $617K
|
43.7K
$2.97M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$12K - $41.5K
|
200
$13.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
257New |
$15.4K - $53.3K
|
257
$17.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$72K - $249K
|
1.2K
$81.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.16KNew |
$69.4K - $240K
|
1.16K
$78.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-49- 9.42% |
$2.94K - $10.2K
|
471
$32K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
790New |
$47.4K - $164K
|
790
$53.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2New |
$120 - $415
|
2
$136
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14.5K- 93.78% |
$868K - $3M
|
960
$65.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
65New |
$3.9K - $13.5K
|
65
$4.42K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.54K- 5.73% |
$92.5K - $320K
|
25.4K
$1.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55New |
$3.3K - $11.4K
|
55
$3.74K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.59KNew |
$395K - $1.37M
|
6.59K
$448K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
38New |
$2.28K - $7.88K
|
38
$2.58K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
782+ 6.03% |
$46.9K - $162K
|
13.8K
$934K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.48KNew |
$829K - $955K
|
4.48K
$304K
|
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-60.5KClosed |
$11.2M - $12.9M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-90KClosed |
$16.7M - $19.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-5.3KClosed |
$982K - $1.13M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-475Closed |
$88K - $101K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.2KNew |
$408K - $470K
|
2.2K
$149K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-20- 50.0% |
$3.71K - $4.27K
|
20
$1.36K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
58+ 16.91% |
$10.7K - $12.4K
|
401
$27.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
6.59KNew |
$1.22M - $1.41M
|
6.59K
$448K
|
|