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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$1.49K - $5.25K
|
25
$1.64K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
2.98K+ 7.31% |
$179K - $617K
|
43.7K
$2.87M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$12K - $41.5K
|
200
$13.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
257New |
$15.4K - $53.3K
|
257
$16.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$72K - $249K
|
1.2K
$78.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-49- 9.42% |
$2.94K - $10.2K
|
471
$30.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.16KNew |
$69.4K - $240K
|
1.16K
$75.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
790New |
$47.4K - $164K
|
790
$51.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2New |
$120 - $415
|
2
$131
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
65New |
$3.9K - $13.5K
|
65
$4.26K
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14.5K- 93.78% |
$868K - $3M
|
960
$62.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55New |
$3.3K - $11.4K
|
55
$3.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.54K- 5.73% |
$92.5K - $320K
|
25.4K
$1.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.59KNew |
$395K - $1.37M
|
6.59K
$432K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.82K+ 148.36% |
$409K - $1.41M
|
11.4K
$748K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
38New |
$2.28K - $7.88K
|
38
$2.49K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.92K- 59.92% |
$475K - $1.64M
|
5.3K
$347K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
782+ 6.03% |
$46.9K - $162K
|
13.8K
$901K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.48KNew |
$829K - $955K
|
4.48K
$293K
|
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-60.5KClosed |
$11.2M - $12.9M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-90KClosed |
$16.7M - $19.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-5.3KClosed |
$982K - $1.13M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-475Closed |
$88K - $101K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.2KNew |
$408K - $470K
|
2.2K
$144K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10Closed |
$1.85K - $2.13K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-20- 50.0% |
$3.71K - $4.27K
|
20
$1.31K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
58+ 16.91% |
$10.7K - $12.4K
|
401
$26.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
6.59KNew |
$1.22M - $1.41M
|
6.59K
$432K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
210New |
$38.9K - $44.8K
|
210
$13.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.1KNew |
$1.5M - $1.73M
|
8.1K
$531K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-662- 88.5% |
$123K - $141K
|
86
$5.64K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.2K+ 82.18% |
$4.67M - $5.38M
|
55.9K
$3.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
28New |
$5.19K - $5.98K
|
28
$1.84K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-10.2KClosed |
$1.88M - $2.17M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.13KClosed |
$394K - $453K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
86New |
$15.9K - $18.4K
|
86
$5.64K
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
208KNew |
$38.5M - $44.3M
|
208K
$13.6M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
41New |
$7.6K - $8.75K
|
41
$2.69K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.3KClosed |
$427K - $492K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.86KClosed |
$345K - $397K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
280New |
$51.9K - $59.8K
|
280
$18.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
400New |
$74.1K - $85.4K
|
400
$26.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-55Closed |
$10.2K - $11.7K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.98KClosed |
$367K - $423K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-269- 87.62% |
$49.8K - $57.4K
|
38
$2.49K
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.04KClosed |
$192K - $222K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-105Closed |
$19.5K - $22.4K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.84KNew |
$711K - $819K
|
3.84K
$251K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
100New |
$18.5K - $21.3K
|
100
$6.55K
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.66KClosed |
$308K - $355K
|
0
$0
|
|