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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.55K- 15.02% |
$427K - $472K
|
37K
$2.43M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.87% |
$196 - $216
|
348
$22.8K
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-625- 4.58% |
$40.8K - $45.1K
|
13K
$853K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1- 0.03% |
$65.3 - $72.1
|
3.02K
$198K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$65.3 - $72.1
|
7.81K
$512K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
564+ 15.53% |
$36.8K - $40.7K
|
4.2K
$275K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
136+ 66.67% |
$8.88K - $9.81K
|
340
$22.3K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-495- 30.5% |
$32.3K - $35.7K
|
1.13K
$73.9K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.03K- 2.36% |
$132K - $146K
|
83.9K
$5.5M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.03K- 8.01% |
$133K - $147K
|
23.3K
$1.53M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 2.45% |
$4.05K - $4.47K
|
2.47K
$162K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-70- 1.16% |
$4.57K - $5.05K
|
5.96K
$390K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.71% |
$261 - $288
|
566
$37.1K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.53K+ 14.96% |
$100K - $111K
|
11.8K
$773K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
36New |
$2.35K - $2.6K
|
36
$2.36K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-228- 2.43% |
$14.9K - $16.4K
|
9.16K
$600K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.78K- 6.91% |
$443K - $489K
|
91.3K
$5.99M
|
|
Q2 2024 | |||||||
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-225- 9.16% |
$14.4K - $15.4K
|
2.23K
$146K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.2KNew |
$397K - $423K
|
6.2K
$406K
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.4KNew |
$218K - $232K
|
3.4K
$223K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.9K- 72.93% |
$250K - $266K
|
1.45K
$95K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
134+ 157.65% |
$8.58K - $9.15K
|
219
$14.4K
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.22K- 13.15% |
$78K - $83.1K
|
8.04K
$527K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-728- 61.8% |
$46.6K - $49.7K
|
450
$29.5K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.6K+ 436.75% |
$1.06M - $1.13M
|
20.4K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
111+ 2.42% |
$7.11K - $7.58K
|
4.7K
$308K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
20+ 200.0% |
$1.28K - $1.37K
|
30
$1.97K
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.33KNew |
$213K - $227K
|
3.33K
$218K
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
33+ 0.44% |
$2.11K - $2.25K
|
7.46K
$489K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.59K- 8.17% |
$102K - $109K
|
17.9K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
33.4KNew |
$2.14M - $2.28M
|
33.4K
$2.19M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.48K- 9.28% |
$223K - $238K
|
34K
$2.23M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.15K- 15.47% |
$330K - $351K
|
28.1K
$1.84M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
51New |
$3.27K - $3.48K
|
51
$3.34K
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1- 0.03% |
$64 - $68.3
|
3.43K
$225K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
12New |
$768 - $819
|
12
$786
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
342New |
$21.9K - $23.3K
|
342
$22.4K
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-6.36K- 43.44% |
$407K - $434K
|
8.28K
$542K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
183New |
$11.7K - $12.5K
|
183
$12K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-800- 20.13% |
$51.2K - $54.6K
|
3.18K
$208K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-219- 39.04% |
$14K - $14.9K
|
342
$22.4K
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 7.57% |
$19.2K - $20.5K
|
4.26K
$279K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.18KNew |
$139K - $149K
|
2.18K
$143K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
625New |
$40K - $42.7K
|
625
$41K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
691New |
$44.3K - $47.2K
|
691
$45.3K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-30- 0.61% |
$1.92K - $2.05K
|
4.92K
$322K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.79KNew |
$306K - $327K
|
4.79K
$314K
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
18+ 0.57% |
$1.15K - $1.23K
|
3.18K
$208K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$768 - $819
|
12
$786
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|