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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.1KNew |
$4.98M - $5.35M
|
26.1K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.27K+ 49.61% |
$241K - $259K
|
3.82K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.43KNew |
$273K - $293K
|
1.43K
$90.6K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-329- 1.92% |
$62.7K - $67.4K
|
16.8K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
644+ 3.27% |
$123K - $132K
|
20.4K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33KNew |
$444K - $477K
|
2.33K
$147K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.36K+ 9.02% |
$259K - $279K
|
16.4K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.19KNew |
$226K - $243K
|
1.19K
$75.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.23KNew |
$234K - $252K
|
1.23K
$77.9K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5- 1.11% |
$952 - $1.02K
|
445
$28.2K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.63K- 59.87% |
$501K - $539K
|
1.76K
$112K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
326+ 1.15% |
$62.1K - $66.7K
|
28.6K
$1.81M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
261New |
$49.7K - $53.4K
|
261
$16.5K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10.8K- 5.72% |
$2.05M - $2.21M
|
178K
$11.2M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01KNew |
$193K - $207K
|
1.01K
$64K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.35K- 89.51% |
$257K - $276K
|
158
$10K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18.7K- 99.98% |
$3.56M - $3.83M
|
3
$190
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
122+ 239.22% |
$23.2K - $25K
|
173
$10.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-220- 1.07% |
$41.9K - $45K
|
20.3K
$1.29M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-670- 8.02% |
$128K - $137K
|
7.68K
$486K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.89K- 52.9% |
$1.31M - $1.41M
|
6.13K
$388K
|
|
| Q4 2022 | |||||||
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
13.8KNew |
$824K - $2.89M
|
13.8K
$872K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
187New |
$11.2K - $39.3K
|
187
$11.8K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.26K- 56.31% |
$195K - $685K
|
2.53K
$160K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
165New |
$9.86K - $34.7K
|
165
$10.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.65K+ 12.25% |
$278K - $976K
|
42.6K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
6.01KNew |
$359K - $1.26M
|
6.01K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55New |
$3.29K - $11.6K
|
55
$3.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
240New |
$14.3K - $50.4K
|
240
$15.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.4K- 53.13% |
$203K - $714K
|
3K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
107+ 100.0% |
$6.4K - $22.5K
|
214
$13.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.4KNew |
$801K - $2.81M
|
13.4K
$848K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
225New |
$13.4K - $47.3K
|
225
$14.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-4.65K- 48.34% |
$278K - $976K
|
4.97K
$314K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-24- 0.99% |
$1.43K - $5.04K
|
2.39K
$151K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
152New |
$9.09K - $31.9K
|
152
$9.62K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.83KNew |
$109K - $385K
|
1.83K
$116K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$59.8 - $210
|
1.1K
$69.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$63.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$63.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
231+ 7.62% |
$13.8K - $48.5K
|
3.26K
$206K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27.9KNew |
$1.67M - $5.87M
|
27.9K
$1.77M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-144- 10.68% |
$8.61K - $30.2K
|
1.2K
$76.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.04KNew |
$62.2K - $218K
|
1.04K
$65.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
90+ 6.52% |
$5.38K - $18.9K
|
1.47K
$93K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$1.49K - $5.25K
|
25
$1.58K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
2.98K+ 7.31% |
$179K - $617K
|
43.7K
$2.77M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
257New |
$15.4K - $53.3K
|
257
$16.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$12K - $41.5K
|
200
$12.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
790New |
$47.4K - $164K
|
790
$50K
|
|