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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
408+ 49.64% |
$26.1K - $27.8K
|
1.23K
$80.6K
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 4.42% |
$12.8K - $13.7K
|
4.32K
$283K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-967- 20.1% |
$61.9K - $66K
|
3.84K
$252K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
460New |
$29.5K - $31.4K
|
460
$30.1K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-150- 4.56% |
$9.61K - $10.2K
|
3.14K
$206K
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.23KNew |
$271K - $289K
|
4.23K
$277K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-327- 4.37% |
$20.9K - $22.3K
|
7.16K
$469K
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.12KNew |
$264K - $281K
|
4.12K
$270K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150New |
$9.61K - $10.2K
|
150
$9.83K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
831New |
$53.2K - $56.7K
|
831
$54.5K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
280+ 200.0% |
$18.3K - $55.3K
|
420
$27.5K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.4K+ 622.73% |
$1.79M - $5.41M
|
31.8K
$2.08M
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
13.3K+ 350.0% |
$871K - $2.63M
|
17.1K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
2.15K+ 200.0% |
$141K - $424K
|
3.22K
$211K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
680+ 200.0% |
$44.5K - $134K
|
1.02K
$66.9K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-221- 52.74% |
$14.5K - $43.6K
|
198
$13K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
8.36K+ 193.07% |
$548K - $1.65M
|
12.7K
$832K
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
683KNew |
$44.7M - $135M
|
683K
$44.7M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 200.0% |
$655 - $1.97K
|
15
$983
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.4K+ 200.0% |
$91.7K - $276K
|
2.1K
$138K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.8K+ 213.92% |
$4.05M - $12.2M
|
90.6K
$5.94M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.8K+ 579.24% |
$1.23M - $3.7M
|
22K
$1.44M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
68+ 200.0% |
$4.45K - $13.4K
|
102
$6.69K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.23K+ 200.0% |
$212K - $638K
|
4.85K
$318K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.34K+ 141.73% |
$481K - $1.45M
|
12.5K
$820K
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.17KNew |
$470K - $1.42M
|
7.17K
$470K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300+ 200.0% |
$19.7K - $59.2K
|
450
$29.5K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3K+ 200.0% |
$197K - $592K
|
4.5K
$295K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 200.0% |
$1.31K - $3.95K
|
30
$1.97K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.94KNew |
$258K - $779K
|
3.94K
$258K
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
10K+ 200.0% |
$655K - $1.97M
|
15K
$983K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
186+ 200.0% |
$12.2K - $36.7K
|
279
$18.3K
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.12KNew |
$204K - $616K
|
3.12K
$204K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
750+ 200.0% |
$49.1K - $148K
|
1.13K
$73.7K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2.42K+ 200.0% |
$159K - $478K
|
3.63K
$238K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.12K+ 200.0% |
$73.4K - $221K
|
1.68K
$110K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.8K+ 200.0% |
$183K - $553K
|
4.2K
$275K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.8K+ 200.0% |
$118K - $355K
|
2.7K
$177K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
304+ 200.0% |
$19.9K - $60K
|
456
$29.9K
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
976+ 200.0% |
$63.9K - $193K
|
1.46K
$96K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
300+ 200.0% |
$19.7K - $59.2K
|
450
$29.5K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
294+ 200.0% |
$19.3K - $58K
|
441
$28.9K
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.21K+ 200.0% |
$79K - $238K
|
1.81K
$119K
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
32.1K+ 196.05% |
$2.1M - $6.34M
|
48.5K
$3.18M
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
5.99K+ 158.66% |
$392K - $1.18M
|
9.77K
$640K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 204.42% |
$1.26M - $3.81M
|
28.7K
$1.88M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-659- 89.78% |
$43.2K - $130K
|
75
$4.92K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
84+ 50.0% |
$5.5K - $16.6K
|
252
$16.5K
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
100+ 200.0% |
$6.55K - $19.7K
|
150
$9.83K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
840+ 200.0% |
$55K - $166K
|
1.26K
$82.6K
|