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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
142+ 3.99% |
$8.06K - $9.61K
|
3.7K
$358K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
120+ 3.24% |
$6.81K - $8.12K
|
3.82K
$370K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
17+ 2.98% |
$965 - $1.15K
|
587
$56.8K
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
14+ 0.06% |
$795 - $948
|
23.5K
$2.28M
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$568 - $677
|
4.9K
$474K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.22% |
$568 - $677
|
4.47K
$433K
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
9+ 0.18% |
$511 - $609
|
4.9K
$474K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.19% |
$397 - $474
|
3.78K
$366K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.14% |
$397 - $474
|
5.04K
$488K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6+ 0.16% |
$341 - $406
|
3.78K
$366K
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
5+ 0.1% |
$284 - $338
|
5.17K
$500K
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.23% |
$284 - $338
|
2.18K
$211K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4+ 0.03% |
$227 - $271
|
12K
$1.16M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.22% |
$170 - $203
|
1.35K
$131K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$56.8 - $67.7
|
550
$53.3K
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$56.8 - $67.7
|
6.59K
$638K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.15% |
$56.8 - $67.7
|
652
$63.1K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1+ 0.02% |
$56.8 - $67.7
|
6K
$581K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$56.8 - $67.7
|
490
$47.4K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-10- 0.03% |
$568 - $677
|
36.6K
$3.54M
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-20- 0.14% |
$1.14K - $1.35K
|
14.3K
$1.39M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-33- 0.93% |
$1.87K - $2.23K
|
3.5K
$339K
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-68Closed |
$3.86K - $4.6K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-78- 10.54% |
$4.43K - $5.28K
|
662
$64.1K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-81- 43.78% |
$4.6K - $5.48K
|
104
$10.1K
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-85- 1.08% |
$4.83K - $5.75K
|
7.82K
$757K
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.09% |
$5.68K - $6.77K
|
9.11K
$882K
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 0.98% |
$5.68K - $6.77K
|
10.1K
$978K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-185- 8.59% |
$10.5K - $12.5K
|
1.97K
$191K
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-225- 3.96% |
$12.8K - $15.2K
|
5.46K
$528K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-310- 15.44% |
$17.6K - $21K
|
1.7K
$164K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-350- 17.19% |
$19.9K - $23.7K
|
1.69K
$163K
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-401- 4.38% |
$22.8K - $27.1K
|
8.75K
$847K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-468- 4.96% |
$26.6K - $31.7K
|
8.97K
$868K
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-515- 6.24% |
$29.2K - $34.9K
|
7.73K
$749K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-536- 7.95% |
$30.4K - $36.3K
|
6.2K
$601K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-540- 49.77% |
$30.7K - $36.5K
|
545
$52.8K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-557- 8.13% |
$31.6K - $37.7K
|
6.29K
$609K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-560- 0.43% |
$31.8K - $37.9K
|
131K
$12.7M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-639- 2.0% |
$36.3K - $43.2K
|
31.3K
$3.04M
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-700- 12.61% |
$39.7K - $47.4K
|
4.85K
$470K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-858- 7.99% |
$48.7K - $58.1K
|
9.88K
$956K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-870- 12.76% |
$49.4K - $58.9K
|
5.95K
$576K
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-880- 6.22% |
$50K - $59.6K
|
13.3K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-941- 78.03% |
$53.4K - $63.7K
|
265
$25.7K
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.2K- 9.29% |
$68.1K - $81.2K
|
11.7K
$1.13M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 27.31% |
$78.9K - $94.1K
|
3.7K
$358K
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 3.58% |
$82.7K - $98.6K
|
39.3K
$3.8M
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.51K- 1.93% |
$85.5K - $102K
|
76.5K
$7.41M
|