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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.49K+ 9.95% |
$109K - $122K
|
16.4K
$1.59M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.44K+ 2.49% |
$106K - $118K
|
59.3K
$5.74M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.42K+ 18.11% |
$104K - $116K
|
9.24K
$894K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.37K+ 10.52% |
$100K - $112K
|
14.4K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.33K+ 25.4% |
$97.5K - $109K
|
6.56K
$635K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 2.97% |
$83.8K - $93.6K
|
39.5K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1K+ 3.5% |
$73.6K - $82.3K
|
29.7K
$2.88M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
934+ 1.55% |
$68.6K - $76.6K
|
61.2K
$5.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
840+ 3.98% |
$61.7K - $68.9K
|
22K
$2.13M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
685+ 8.88% |
$50.3K - $56.2K
|
8.4K
$813K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
508+ 125.74% |
$37.3K - $41.7K
|
912
$88.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
412New |
$30.2K - $33.8K
|
412
$39.9K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
390New |
$28.6K - $32K
|
390
$37.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
376+ 9.22% |
$27.6K - $30.8K
|
4.46K
$431K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
327New |
$24K - $26.8K
|
327
$31.7K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
292+ 0.41% |
$21.4K - $24K
|
71.4K
$6.91M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
262New |
$19.2K - $21.5K
|
262
$25.4K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
235+ 3.89% |
$17.3K - $19.3K
|
6.27K
$607K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
210+ 1.39% |
$15.4K - $17.2K
|
15.3K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
177New |
$13K - $14.5K
|
177
$17.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
159+ 2.3% |
$11.7K - $13K
|
7.07K
$684K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
108New |
$7.93K - $8.86K
|
108
$10.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
100New |
$7.34K - $8.2K
|
100
$9.68K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
81New |
$5.95K - $6.65K
|
81
$7.84K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
75+ 0.62% |
$5.51K - $6.15K
|
12.2K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68+ 1.28% |
$4.99K - $5.58K
|
5.39K
$522K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
50+ 1.09% |
$3.67K - $4.1K
|
4.64K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
7+ 0.09% |
$514 - $574
|
7.88K
$763K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.13% |
$440 - $492
|
4.62K
$447K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4+ 0.05% |
$294 - $328
|
8.07K
$781K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.12% |
$294 - $328
|
3.24K
$314K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.18% |
$294 - $328
|
2.19K
$212K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.06% |
$220 - $246
|
4.84K
$468K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.05% |
$147 - $164
|
3.68K
$356K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.14% |
$147 - $164
|
1.48K
$143K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.15% |
$147 - $164
|
1.36K
$132K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $82
|
6.52K
$632K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $82
|
6.59K
$638K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$73.4 - $82
|
554
$53.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4- 0.13% |
$294 - $328
|
2.98K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4- 0.11% |
$294 - $328
|
3.79K
$367K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-11- 10.38% |
$808 - $902
|
95
$9.2K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11- 0.36% |
$808 - $902
|
3.02K
$292K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13- 0.22% |
$954 - $1.07K
|
5.88K
$569K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-16- 15.38% |
$1.17K - $1.31K
|
88
$8.52K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17- 12.59% |
$1.25K - $1.39K
|
118
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-27- 0.49% |
$1.98K - $2.22K
|
5.5K
$532K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-27- 0.41% |
$1.98K - $2.22K
|
6.51K
$630K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-34- 0.75% |
$2.5K - $2.79K
|
4.52K
$438K
|