Purchases and Sales Made in Q1 2023 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q1 2023. 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 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
445KNew |
$25.3M - $30.1M
|
445K
$43.1M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.3K+ 154.77% |
$1.21M - $1.44M
|
35.1K
$3.4M
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
20.8KNew |
$1.18M - $1.41M
|
20.8K
$2.02M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6KNew |
$1.17M - $1.39M
|
20.6K
$2M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17K+ 343.05% |
$965K - $1.15M
|
22K
$2.13M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15.5K+ 516.82% |
$878K - $1.05M
|
18.4K
$1.79M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.4K+ 241.49% |
$589K - $702K
|
14.7K
$1.42M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.04KNew |
$513K - $612K
|
9.04K
$875K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.84KNew |
$502K - $598K
|
8.84K
$856K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.8KNew |
$443K - $528K
|
7.8K
$755K
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.09KNew |
$345K - $412K
|
6.09K
$589K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.92K+ 87.62% |
$279K - $333K
|
10.5K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.84K+ 9.1% |
$275K - $327K
|
58K
$5.62M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.59K+ 3347.45% |
$260K - $310K
|
4.72K
$457K
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.02KNew |
$228K - $272K
|
4.02K
$389K
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.91KNew |
$222K - $265K
|
3.91K
$379K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.89KNew |
$221K - $263K
|
3.89K
$377K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.84KNew |
$218K - $260K
|
3.84K
$372K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.8KNew |
$216K - $257K
|
3.8K
$368K
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
$206K - $246K
|
3.64K
$352K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$206K - $245K
|
3.63K
$351K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.49KNew |
$198K - $236K
|
3.49K
$338K
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
3.3KNew |
$188K - $224K
|
3.3K
$320K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.24KNew |
$184K - $220K
|
3.24K
$314K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.18KNew |
$181K - $215K
|
3.18K
$308K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.78K+ 60.93% |
$158K - $188K
|
7.35K
$712K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.56K+ 2.84% |
$145K - $173K
|
92.6K
$8.97M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.73K+ 1441.67% |
$98.2K - $117K
|
1.85K
$179K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.43K+ 20.22% |
$80.9K - $96.4K
|
8.47K
$820K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.26KNew |
$71.8K - $85.5K
|
1.26K
$122K
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
960+ 2.42% |
$54.5K - $65K
|
40.6K
$3.93M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
912+ 32.96% |
$51.8K - $61.7K
|
3.68K
$356K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
903+ 12.72% |
$51.3K - $61.1K
|
8K
$775K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
808New |
$45.9K - $54.7K
|
808
$78.2K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
686+ 17.67% |
$38.9K - $46.4K
|
4.57K
$442K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
647+ 4.87% |
$36.7K - $43.8K
|
13.9K
$1.35M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
639+ 11.86% |
$36.3K - $43.2K
|
6.03K
$583K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
625+ 7.39% |
$35.5K - $42.3K
|
9.09K
$880K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
609+ 253.75% |
$34.6K - $41.2K
|
849
$82.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500New |
$28.4K - $33.8K
|
500
$48.4K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
480+ 10.53% |
$27.2K - $32.5K
|
5.04K
$488K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
476New |
$27K - $32.2K
|
476
$46.1K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
454+ 12.63% |
$25.8K - $30.7K
|
4.05K
$392K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
412+ 206.0% |
$23.4K - $27.9K
|
612
$59.3K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
386+ 2.89% |
$21.9K - $26.1K
|
13.7K
$1.33M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
355+ 2.97% |
$20.2K - $24K
|
12.3K
$1.19M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
270+ 3.25% |
$15.3K - $18.3K
|
8.58K
$831K
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
229+ 5.42% |
$13K - $15.5K
|
4.46K
$431K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
228+ 2.12% |
$12.9K - $15.4K
|
11K
$1.06M
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
188+ 1.36% |
$10.7K - $12.7K
|
14K
$1.36M
|