Latest Institutional Purchases of Ishares U.S. Consumer Staples (IYK)
This list provides information on the latest institutional transactions involving Ishares U.S. Consumer Staples (IYK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8.24KNew |
$1.47M - $1.6M
|
8.24K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.07KNew |
$370K - $402K
|
2.07K
$141K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.25KNew |
$222K - $242K
|
1.25K
$84.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.21KNew |
$216K - $235K
|
1.21K
$82.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.18KNew |
$211K - $229K
|
1.18K
$80.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
591+ 34.1% |
$106K - $115K
|
2.32K
$158K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$17.9K - $19.4K
|
100
$6.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
86New |
$15.4K - $16.7K
|
86
$5.84K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
77New |
$13.8K - $14.9K
|
77
$5.23K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.74% |
$357 - $388
|
117
$7.95K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.88% |
$179 - $194
|
115
$7.81K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
265KNew |
$49.3M - $54.3M
|
265K
$18M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
2.82K+ 4.86% |
$526K - $579K
|
60.8K
$4.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1.49K+ 2.87% |
$278K - $306K
|
53.5K
$3.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.48KNew |
$275K - $303K
|
1.48K
$100K
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.31KNew |
$245K - $269K
|
1.31K
$89.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
228New |
$42.5K - $46.8K
|
228
$15.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
146+ 1.55% |
$27.2K - $30K
|
9.57K
$651K
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
140+ 0.32% |
$26.1K - $28.7K
|
43.2K
$2.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
103+ 8.29% |
$19.2K - $21.1K
|
1.35K
$91.5K
|
|
|
Aug 15, 2025
Q3 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
100New |
$18.7K - $20.5K
|
100
$6.8K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
59+ 0.92% |
$11K - $12.1K
|
6.46K
$439K
|
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
33New |
$6.15K - $6.77K
|
33
$2.24K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$5.22K - $5.75K
|
28
$1.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12+ 0.67% |
$2.24K - $2.46K
|
1.8K
$122K
|
|
|
Dec 14, 2023
Q3 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
10New |
$1.87K - $2.05K
|
10
$680
|
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
10New |
$1.87K - $2.05K
|
10
$680
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
50.1KNew |
$9.73M - $10.4M
|
50.1K
$3.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.21K+ 77.62% |
$1.4M - $1.5M
|
16.5K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 285.11% |
$700K - $748K
|
4.86K
$331K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
2.06KNew |
$401K - $429K
|
2.06K
$140K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.29KNew |
$250K - $268K
|
1.29K
$87.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05KNew |
$204K - $218K
|
1.05K
$71.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
272New |
$52.9K - $56.5K
|
272
$18.5K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
143New |
$27.8K - $29.7K
|
143
$9.72K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
106New |
$20.6K - $22K
|
106
$7.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
85+ 6.53% |
$16.5K - $17.6K
|
1.39K
$94.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
73+ 2.23% |
$14.2K - $15.2K
|
3.35K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 2.44% |
$5.44K - $5.81K
|
1.17K
$79.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
27New |
$5.25K - $5.61K
|
27
$1.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26New |
$5.05K - $5.4K
|
26
$1.77K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$2.33K - $2.49K
|
12
$815
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3+ 0.05% |
$583 - $623
|
6.02K
$409K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 1.27% |
$194 - $208
|
80
$5.44K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33KNew |
$444K - $477K
|
2.33K
$158K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.36K+ 9.02% |
$259K - $279K
|
16.4K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.27K+ 49.61% |
$241K - $259K
|
3.82K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.23KNew |
$234K - $252K
|
1.23K
$83.6K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.19KNew |
$226K - $243K
|
1.19K
$80.8K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01KNew |
$193K - $207K
|
1.01K
$68.7K
|
|