Purchases and Sales Made in Q1 2024 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q1 2024. 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 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
395KNew |
$29M - $32.4M
|
395K
$38.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
79.4KNew |
$5.83M - $6.51M
|
79.4K
$7.69M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
49.2KNew |
$3.61M - $4.03M
|
49.2K
$4.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44K+ 31.81% |
$3.23M - $3.61M
|
182K
$17.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
43.3KNew |
$3.18M - $3.55M
|
43.3K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
29.4K+ 57.85% |
$2.16M - $2.41M
|
80.2K
$7.77M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
26.7K+ 75.45% |
$1.96M - $2.19M
|
62.1K
$6.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
25.8K+ 63.84% |
$1.9M - $2.12M
|
66.3K
$6.42M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.6K+ 75.97% |
$1.37M - $1.53M
|
43.2K
$4.18M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
18K+ 27.93% |
$1.32M - $1.48M
|
82.5K
$7.98M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
17.4K+ 3.64% |
$1.28M - $1.43M
|
497K
$48.1M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16.8KNew |
$1.23M - $1.38M
|
16.8K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16KNew |
$1.17M - $1.31M
|
16K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.9K+ 152.51% |
$1.16M - $1.3M
|
26.2K
$2.54M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 1.79% |
$1.11M - $1.24M
|
862K
$83.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 1.79% |
$1.11M - $1.24M
|
862K
$83.4M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.3K+ 76.15% |
$976K - $1.09M
|
30.7K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2KNew |
$966K - $1.08M
|
13.2K
$1.27M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 196.65% |
$889K - $994K
|
18.3K
$1.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 27.61% |
$871K - $973K
|
54.8K
$5.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.2K+ 20.41% |
$820K - $916K
|
65.9K
$6.38M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
$755K - $844K
|
10.3K
$996K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.85KNew |
$723K - $808K
|
9.85K
$953K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.71K+ 1.02% |
$640K - $715K
|
862K
$83.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.96KNew |
$584K - $653K
|
7.96K
$771K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.86KNew |
$577K - $645K
|
7.86K
$761K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.15K+ 4.24% |
$525K - $586K
|
176K
$17M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.1KNew |
$521K - $582K
|
7.1K
$687K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.92KNew |
$508K - $568K
|
6.92K
$670K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
6.58KNew |
$483K - $539K
|
6.58K
$637K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.18KNew |
$454K - $507K
|
6.18K
$598K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.95K+ 13.6% |
$437K - $488K
|
49.7K
$4.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.82K+ 8.99% |
$354K - $395K
|
58.4K
$5.66M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.78KNew |
$351K - $392K
|
4.78K
$462K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.46K+ 110.76% |
$327K - $366K
|
8.49K
$822K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.76K+ 4.24% |
$276K - $308K
|
92.4K
$8.95M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.65KNew |
$268K - $299K
|
3.65K
$353K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.6KNew |
$265K - $296K
|
3.6K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.94K+ 52.06% |
$216K - $241K
|
8.58K
$831K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.9K+ 34.76% |
$213K - $238K
|
11.2K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.75KNew |
$202K - $226K
|
2.75K
$266K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.6KNew |
$191K - $213K
|
2.6K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.6KNew |
$191K - $213K
|
2.6K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
2.54KNew |
$186K - $208K
|
2.54K
$246K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
2.5KNew |
$183K - $205K
|
2.5K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.4K+ 28.24% |
$176K - $197K
|
10.9K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.34K+ 9.88% |
$172K - $192K
|
26K
$2.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.1K+ 22.47% |
$154K - $173K
|
11.5K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.99KNew |
$146K - $163K
|
1.99K
$192K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.88KNew |
$138K - $154K
|
1.88K
$182K
|