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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.75KNew |
$454K - $489K
|
6.75K
$459K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
18New |
$1.21K - $1.3K
|
18
$1.22K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$191K - $206K
|
2.84K
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50New |
$3.36K - $3.62K
|
50
$3.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.56% |
$67.3 - $72.4
|
65
$4.42K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-295- 75.45% |
$19.9K - $21.4K
|
96
$6.52K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 5.39% |
$92.1K - $99.1K
|
26.8K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
67+ 2.14% |
$4.51K - $4.85K
|
3.19K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.51K- 22.97% |
$101K - $109K
|
5.05K
$343K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
406New |
$27.3K - $29.4K
|
406
$27.6K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-20- 8.58% |
$1.35K - $1.45K
|
213
$14.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-748- 3.42% |
$50.3K - $54.2K
|
21.1K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-638- 10.87% |
$42.9K - $46.2K
|
5.23K
$356K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.82KNew |
$324K - $349K
|
4.82K
$327K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.05K- 14.08% |
$138K - $149K
|
12.5K
$851K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
250+ 5.92% |
$16.8K - $18.1K
|
4.47K
$304K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-514- 9.37% |
$34.6K - $37.2K
|
4.97K
$338K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
555+ 29.76% |
$37.3K - $40.2K
|
2.42K
$164K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
143New |
$9.62K - $10.4K
|
143
$9.72K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
81+ 207.69% |
$5.45K - $5.87K
|
120
$8.15K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-348- 7.75% |
$23.4K - $25.2K
|
4.15K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.26KNew |
$219K - $236K
|
3.26K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
24.9KNew |
$1.67M - $1.8M
|
24.9K
$1.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.25% |
$673 - $724
|
4.03K
$274K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.37K+ 106.74% |
$227K - $244K
|
6.53K
$444K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
107New |
$6.77K - $7.68K
|
107
$7.27K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.8K+ 7666.67% |
$1.06M - $1.21M
|
17K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
85.1KNew |
$5.39M - $6.11M
|
85.1K
$5.79M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3KNew |
$190K - $215K
|
3K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.34KNew |
$84.9K - $96.3K
|
1.34K
$91.1K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-453- 69.59% |
$28.7K - $32.5K
|
198
$13.5K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
998KNew |
$63.2M - $71.6M
|
998K
$67.8M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.5K+ 32.89% |
$158K - $180K
|
10.1K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
240New |
$15.2K - $17.2K
|
240
$16.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.59K- 65.54% |
$164K - $186K
|
1.36K
$92.3K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-330- 8.29% |
$20.9K - $23.7K
|
3.65K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.08KNew |
$132K - $150K
|
2.08K
$142K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
270K+ 67.16% |
$17.1M - $19.4M
|
672K
$45.6M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
97New |
$6.14K - $6.96K
|
97
$6.59K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-245- 34.95% |
$15.5K - $17.6K
|
456
$31K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3KNew |
$190K - $215K
|
3K
$204K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.38KNew |
$594K - $674K
|
9.38K
$637K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
626+ 504.84% |
$39.6K - $44.9K
|
750
$51K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-126- 50.0% |
$7.97K - $9.05K
|
126
$8.56K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-171- 4.65% |
$10.8K - $12.3K
|
3.51K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
3.01KNew |
$191K - $216K
|
3.01K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-835- 44.94% |
$52.8K - $60K
|
1.02K
$69.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-529- 84.64% |
$33.5K - $38K
|
96
$6.52K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.33K- 46.47% |
$211K - $239K
|
3.84K
$261K
|
|