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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-700- 4.71% |
$47.5K - $59.7K
|
14.2K
$1.37M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-813- 5.88% |
$55.2K - $69.3K
|
13K
$1.26M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-825- 13.31% |
$56K - $70.4K
|
5.38K
$520K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-827- 15.98% |
$56.1K - $70.5K
|
4.35K
$421K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-893- 1.68% |
$60.6K - $76.2K
|
52.2K
$5.06M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.16K- 27.87% |
$78.7K - $98.9K
|
3K
$291K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.17K- 25.73% |
$79.1K - $99.4K
|
3.37K
$326K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.2K- 66.67% |
$81.5K - $102K
|
600
$58.1K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.23K- 21.88% |
$83.4K - $105K
|
4.38K
$425K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 15.71% |
$95.1K - $119K
|
7.52K
$728K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.51K- 35.58% |
$102K - $128K
|
2.73K
$264K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.59K- 34.84% |
$108K - $136K
|
2.97K
$288K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-1.72K- 30.07% |
$117K - $147K
|
4K
$387K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.75K- 83.75% |
$119K - $149K
|
339
$32.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.82K- 12.34% |
$123K - $155K
|
12.9K
$1.25M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.96K- 28.33% |
$133K - $167K
|
4.96K
$480K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.1KClosed |
$142K - $179K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-2.2KClosed |
$149K - $188K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22K- 20.47% |
$151K - $190K
|
8.64K
$837K
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.44KClosed |
$166K - $208K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.48KClosed |
$168K - $211K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.49K- 9.58% |
$169K - $213K
|
23.5K
$2.28M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.6KClosed |
$176K - $222K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-2.64KClosed |
$179K - $225K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.64KClosed |
$179K - $226K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.67KClosed |
$181K - $228K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.68KClosed |
$182K - $229K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.74KClosed |
$186K - $234K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 2.87% |
$188K - $236K
|
93.5K
$9.05M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.78K- 3.6% |
$189K - $237K
|
74.5K
$7.22M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.09KClosed |
$210K - $264K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.54K- 3.69% |
$240K - $302K
|
92.3K
$8.94M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.66KClosed |
$248K - $312K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.72K- 28.52% |
$252K - $317K
|
9.31K
$901K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.72K- 24.75% |
$253K - $317K
|
11.3K
$1.1M
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-4.23KClosed |
$287K - $361K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.39K- 10.96% |
$298K - $374K
|
35.7K
$3.45M
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-4.83K- 26.29% |
$328K - $412K
|
13.5K
$1.31M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.34K- 96.61% |
$362K - $455K
|
187
$18.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-5.65KClosed |
$384K - $482K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-5.7KClosed |
$387K - $486K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.73K- 48.16% |
$389K - $489K
|
6.17K
$597K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-6.12KClosed |
$415K - $522K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.22KClosed |
$422K - $530K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.86KClosed |
$534K - $671K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.1K- 32.28% |
$550K - $691K
|
17K
$1.65M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.4K- 22.19% |
$638K - $802K
|
33K
$3.19M
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-9.48KClosed |
$644K - $809K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.49K- 53.46% |
$644K - $810K
|
8.27K
$800K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.9K- 20.85% |
$672K - $844K
|
37.6K
$3.64M
|