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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
326+ 1.15% |
$62.1K - $66.7K
|
28.6K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
261New |
$49.7K - $53.4K
|
261
$17.7K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
27.9KNew |
$1.67M - $5.87M
|
27.9K
$1.9M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
13.8KNew |
$824K - $2.89M
|
13.8K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.4KNew |
$801K - $2.81M
|
13.4K
$910K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
6.01KNew |
$359K - $1.26M
|
6.01K
$408K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.65K+ 12.25% |
$278K - $976K
|
42.6K
$2.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.04KNew |
$62.2K - $218K
|
1.04K
$70.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$68K
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1KNew |
$59.8K - $210K
|
1K
$68K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
240New |
$14.3K - $50.4K
|
240
$16.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
231+ 7.62% |
$13.8K - $48.5K
|
3.26K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
225New |
$13.4K - $47.3K
|
225
$15.3K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
187New |
$11.2K - $39.3K
|
187
$12.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
165New |
$9.86K - $34.7K
|
165
$11.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
107+ 100.0% |
$6.4K - $22.5K
|
214
$14.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
90+ 6.52% |
$5.38K - $18.9K
|
1.47K
$99.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55New |
$3.29K - $11.6K
|
55
$3.74K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
25New |
$1.49K - $5.25K
|
25
$1.7K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
6.59KNew |
$395K - $1.37M
|
6.59K
$448K
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
2.98K+ 7.31% |
$179K - $617K
|
43.7K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.2KNew |
$72K - $249K
|
1.2K
$81.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.16KNew |
$69.4K - $240K
|
1.16K
$78.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
790New |
$47.4K - $164K
|
790
$53.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
782+ 6.03% |
$46.9K - $162K
|
13.8K
$934K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
257New |
$15.4K - $53.3K
|
257
$17.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$12K - $41.5K
|
200
$13.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
65New |
$3.9K - $13.5K
|
65
$4.42K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55New |
$3.3K - $11.4K
|
55
$3.74K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
38New |
$2.28K - $7.88K
|
38
$2.58K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2New |
$120 - $415
|
2
$136
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
208KNew |
$38.5M - $44.3M
|
208K
$14.1M
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$2.09M - $2.4M
|
11.3K
$765K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.1KNew |
$1.5M - $1.73M
|
8.1K
$551K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
6.59KNew |
$1.22M - $1.41M
|
6.59K
$448K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.48KNew |
$829K - $955K
|
4.48K
$304K
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.84KNew |
$711K - $819K
|
3.84K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.2KNew |
$408K - $470K
|
2.2K
$149K
|
|
|
Jul 18, 2022
Q2 2022
|
Signify Wealth
|
BUY
|
- |
2.09KNew |
$387K - $446K
|
2.09K
$142K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
719New |
$133K - $153K
|
719
$48.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
400New |
$74.1K - $85.4K
|
400
$27.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
280New |
$51.9K - $59.8K
|
280
$19K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
210New |
$38.9K - $44.8K
|
210
$14.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
100New |
$18.5K - $21.3K
|
100
$6.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
86New |
$15.9K - $18.4K
|
86
$5.84K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
58+ 16.91% |
$10.7K - $12.4K
|
401
$27.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
41New |
$7.6K - $8.75K
|
41
$2.79K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
28New |
$5.19K - $5.98K
|
28
$1.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$418K - $451K
|
2.21K
$150K
|
|