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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.55K- 1.1% |
$88K - $105K
|
139K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.58K- 5.63% |
$89.4K - $107K
|
26.4K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.73K- 93.51% |
$98.2K - $117K
|
120
$11.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 26.39% |
$115K - $137K
|
5.63K
$546K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.04K- 91.01% |
$116K - $138K
|
202
$19.6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 32.21% |
$116K - $138K
|
4.3K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.13K- 20.68% |
$121K - $144K
|
8.16K
$791K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.21K- 22.56% |
$125K - $149K
|
7.57K
$733K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.6K- 12.95% |
$148K - $176K
|
17.5K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.78K- 37.86% |
$158K - $188K
|
4.57K
$442K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.01K- 12.54% |
$171K - $204K
|
21K
$2.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.69K- 5.28% |
$210K - $250K
|
66.3K
$6.42M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.93K- 4.07% |
$223K - $266K
|
92.6K
$8.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.19K- 40.45% |
$238K - $284K
|
6.17K
$597K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.38K- 46.19% |
$248K - $296K
|
5.1K
$494K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.96K- 11.6% |
$282K - $336K
|
37.8K
$3.66M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.28K- 6.21% |
$299K - $357K
|
79.6K
$7.71M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.11K- 2.06% |
$347K - $413K
|
291K
$28.2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.11K- 25.14% |
$460K - $549K
|
24.1K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.78K- 1.09% |
$555K - $662K
|
891K
$86.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.4K- 14.06% |
$592K - $706K
|
63.8K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.2K- 92.83% |
$636K - $758K
|
866
$83.9K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.7K- 12.09% |
$722K - $861K
|
92.4K
$8.95M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.7K- 12.09% |
$722K - $861K
|
92.4K
$8.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-14.1K- 9.38% |
$801K - $955K
|
136K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.4K- 10.87% |
$989K - $1.18M
|
143K
$13.8M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-23K- 31.92% |
$1.31M - $1.56M
|
49.1K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-24.6K- 10.63% |
$1.4M - $1.67M
|
207K
$20M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-27.3K- 29.7% |
$1.55M - $1.85M
|
64.6K
$6.26M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-42.9K- 95.71% |
$2.44M - $2.9M
|
1.93K
$186K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-63.3K- 13.38% |
$3.59M - $4.28M
|
410K
$39.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-96.6K- 33.31% |
$5.48M - $6.53M
|
193K
$18.7M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-173K- 22.85% |
$9.82M - $11.7M
|
584K
$56.6M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-175K- 98.67% |
$9.92M - $11.8M
|
2.36K
$228K
|