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 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
130+ 200.0% |
$8.52K - $25.7K
|
195
$12.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.12KNew |
$597K - $1.8M
|
9.12K
$577K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.99K+ 79.95% |
$130K - $393K
|
4.48K
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
14+ 200.0% |
$917 - $2.76K
|
21
$1.33K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
285New |
$18.7K - $56.3K
|
285
$18K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.21K+ 200.0% |
$145K - $437K
|
3.32K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
129+ 47.25% |
$8.45K - $25.5K
|
402
$25.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
21.8KNew |
$1.43M - $4.3M
|
21.8K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
101+ 50.75% |
$6.62K - $19.9K
|
300
$19K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 200.0% |
$393 - $1.18K
|
9
$570
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
2.45K+ 200.0% |
$160K - $484K
|
3.68K
$233K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
65+ 27.66% |
$4.26K - $12.8K
|
300
$19K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
1.02K+ 200.0% |
$66.8K - $201K
|
1.53K
$96.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.7KNew |
$700K - $2.11M
|
10.7K
$677K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
204New |
$13.4K - $40.3K
|
204
$12.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
118+ 200.0% |
$7.73K - $23.3K
|
177
$11.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
272+ 200.0% |
$17.8K - $53.7K
|
408
$25.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.55K+ 200.0% |
$102K - $306K
|
2.33K
$147K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
488+ 200.0% |
$32K - $96.3K
|
732
$46.3K
|
|
| Q4 2023 | |||||||
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.4K- 66.67% |
$429K - $466K
|
1.2K
$75.9K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-489- 29.93% |
$87.4K - $94.9K
|
1.15K
$72.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
39.8KNew |
$7.12M - $7.73M
|
39.8K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 89.54% |
$1.96M - $2.12M
|
1.28K
$80.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
591+ 34.1% |
$106K - $115K
|
2.32K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.61K+ 23.93% |
$645K - $700K
|
18.7K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.18KNew |
$211K - $229K
|
1.18K
$74.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.9KNew |
$1.05M - $1.15M
|
5.9K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$17.9K - $19.4K
|
100
$6.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.07KNew |
$370K - $402K
|
2.07K
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.88% |
$179 - $194
|
115
$7.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-100- 7.35% |
$17.9K - $19.4K
|
1.26K
$79.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.12K- 62.47% |
$380K - $412K
|
1.28K
$80.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-89- 1.73% |
$15.9K - $17.3K
|
5.05K
$320K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-153- 9.88% |
$27.3K - $29.7K
|
1.4K
$88.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.74% |
$357 - $388
|
117
$7.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-321K- 63.65% |
$57.4M - $62.3M
|
183K
$11.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.21KNew |
$216K - $235K
|
1.21K
$76.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.25KNew |
$222K - $242K
|
1.25K
$78.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8.24KNew |
$1.47M - $1.6M
|
8.24K
$521K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
86New |
$15.4K - $16.7K
|
86
$5.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
77New |
$13.8K - $14.9K
|
77
$4.87K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-153- 53.13% |
$27.3K - $29.7K
|
135
$8.54K
|
|
| Q3 2023 | |||||||
|
Dec 14, 2023
Q3 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
10New |
$1.87K - $2.05K
|
10
$633
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
59+ 0.92% |
$11K - $12.1K
|
6.46K
$409K
|
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
10New |
$1.87K - $2.05K
|
10
$633
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103+ 8.29% |
$19.2K - $21.1K
|
1.35K
$85.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
228New |
$42.5K - $46.8K
|
228
$14.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-171- 28.22% |
$31.9K - $35.1K
|
435
$27.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-2.89K- 41.84% |
$540K - $594K
|
4.02K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
146+ 1.55% |
$27.2K - $30K
|
9.57K
$606K
|
|