Purchases and Sales Made in Q1 2022 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES U.S. CONSUMER DISCRETI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.56% |
$4.14K - $5.2K
|
10.9K
$1.06M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
32+ 0.6% |
$2.17K - $2.73K
|
5.39K
$522K
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.09% |
$882 - $1.11K
|
14.1K
$1.36M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
6+ 0.09% |
$407 - $512
|
6.35K
$615K
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
5+ 0.09% |
$339 - $426
|
5.82K
$564K
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.05% |
$136 - $171
|
3.76K
$364K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.56% |
$67.9 - $85.3
|
181
$17.5K
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.03% |
$67.9 - $85.3
|
3.27K
$316K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.21% |
$67.9 - $85.3
|
486
$47.1K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$67.9 - $85.3
|
5.22K
$505K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-2Closed |
$136 - $171
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-11- 4.53% |
$747 - $938
|
232
$22.5K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15- 0.13% |
$1.02K - $1.28K
|
11.3K
$1.1M
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-15- 0.55% |
$1.02K - $1.28K
|
2.73K
$265K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.2% |
$1.36K - $1.71K
|
9.81K
$950K
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 0.17% |
$1.7K - $2.13K
|
15.1K
$1.46M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-31Closed |
$2.1K - $2.64K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 16.13% |
$2.72K - $3.41K
|
208
$20.1K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-64Closed |
$4.34K - $5.46K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-75- 0.48% |
$5.09K - $6.4K
|
15.7K
$1.52M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-84- 1.3% |
$5.7K - $7.16K
|
6.4K
$620K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 0.98% |
$6.38K - $8.02K
|
9.5K
$920K
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-100- 14.29% |
$6.79K - $8.53K
|
600
$58.1K
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.06% |
$6.79K - $8.53K
|
9.31K
$902K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-101- 2.61% |
$6.86K - $8.61K
|
3.77K
$365K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-142- 1.07% |
$9.64K - $12.1K
|
13.1K
$1.27M
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-146- 2.69% |
$9.91K - $12.5K
|
5.28K
$511K
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-149- 2.97% |
$10.1K - $12.7K
|
4.86K
$471K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-177- 3.8% |
$12K - $15.1K
|
4.48K
$434K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-177- 3.8% |
$12K - $15.1K
|
4.48K
$434K
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.89% |
$13.6K - $17.1K
|
10.4K
$1.01M
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-200- 2.46% |
$13.6K - $17.1K
|
7.93K
$768K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-211- 2.85% |
$14.3K - $18K
|
7.19K
$696K
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-239- 5.34% |
$16.2K - $20.4K
|
4.23K
$410K
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-259- 5.15% |
$17.6K - $22.1K
|
4.77K
$462K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-280- 6.22% |
$19K - $23.9K
|
4.22K
$409K
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-293- 6.68% |
$19.9K - $25K
|
4.09K
$396K
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-306- 9.44% |
$20.8K - $26.1K
|
2.94K
$284K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-309- 6.91% |
$21K - $26.4K
|
4.16K
$403K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-336Closed |
$22.8K - $28.7K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-343- 0.71% |
$23.3K - $29.3K
|
48.1K
$4.66M
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-360- 2.68% |
$24.4K - $30.7K
|
13.1K
$1.27M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-364- 49.73% |
$24.7K - $31K
|
368
$35.6K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-400Closed |
$27.2K - $34.1K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-434- 0.98% |
$29.5K - $37K
|
43.9K
$4.26M
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-453Closed |
$30.7K - $38.6K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-585- 1.24% |
$39.7K - $49.9K
|
46.5K
$4.5M
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-603Closed |
$40.9K - $51.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-633- 5.52% |
$43K - $54K
|
10.8K
$1.05M
|