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 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-40- 7.34% |
$2.94K - $3.28K
|
505
$48.9K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-43- 0.31% |
$3.16K - $3.53K
|
14K
$1.36M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-56- 34.36% |
$4.11K - $4.59K
|
107
$10.4K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-63- 0.65% |
$4.62K - $5.17K
|
9.64K
$933K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-88- 0.68% |
$6.46K - $7.22K
|
12.9K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-92- 1.82% |
$6.75K - $7.55K
|
4.97K
$481K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-123- 1.97% |
$9.03K - $10.1K
|
6.13K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-128- 2.84% |
$9.4K - $10.5K
|
4.38K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-136- 50.0% |
$9.98K - $11.2K
|
136
$13.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-143- 4.87% |
$10.5K - $11.7K
|
2.79K
$270K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-169- 5.5% |
$12.4K - $13.9K
|
2.91K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-176- 0.96% |
$12.9K - $14.4K
|
18.1K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-180- 4.58% |
$13.2K - $14.8K
|
3.75K
$363K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-197- 5.38% |
$14.5K - $16.2K
|
3.47K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-200- 4.72% |
$14.7K - $16.4K
|
4.04K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-229- 5.01% |
$16.8K - $18.8K
|
4.34K
$420K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-240- 3.88% |
$17.6K - $19.7K
|
5.95K
$576K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-286- 5.52% |
$21K - $23.5K
|
4.9K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-336- 2.17% |
$24.7K - $27.6K
|
15.2K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-368- 10.05% |
$27K - $30.2K
|
3.3K
$319K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-371- 0.34% |
$27.2K - $30.4K
|
109K
$10.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-443- 4.58% |
$32.5K - $36.3K
|
9.23K
$893K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-488- 3.7% |
$35.8K - $40K
|
12.7K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-500- 8.47% |
$36.7K - $41K
|
5.4K
$523K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-511- 4.61% |
$37.5K - $41.9K
|
10.6K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-540- 1.55% |
$39.6K - $44.3K
|
34.3K
$3.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-552- 6.06% |
$40.5K - $45.3K
|
8.56K
$829K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-684- 2.23% |
$50.2K - $56.1K
|
30.1K
$2.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-712- 8.37% |
$52.3K - $58.4K
|
7.8K
$755K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.07K- 0.75% |
$78.5K - $87.7K
|
141K
$13.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.16K- 8.11% |
$85.2K - $95.2K
|
13.1K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.35K- 4.08% |
$99.3K - $111K
|
31.8K
$3.08M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.37K- 31.9% |
$100K - $112K
|
2.92K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.52K- 10.28% |
$112K - $125K
|
13.3K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.55K- 6.03% |
$114K - $127K
|
24.2K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.57K- 26.98% |
$115K - $129K
|
4.25K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.16K- 22.45% |
$158K - $177K
|
7.45K
$721K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.48K- 16.41% |
$182K - $203K
|
12.6K
$1.22M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.35K- 16.59% |
$246K - $275K
|
16.8K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.8K- 19.22% |
$279K - $312K
|
16K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.86K- 1.33% |
$283K - $316K
|
285K
$27.6M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.94K- 6.56% |
$289K - $323K
|
56.1K
$5.43M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.45K- 19.69% |
$327K - $365K
|
18.1K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.03K- 41.26% |
$369K - $412K
|
7.16K
$693K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.48K- 8.23% |
$402K - $449K
|
61K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.2K- 14.31% |
$528K - $590K
|
43.1K
$4.17M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.9K- 21.34% |
$653K - $730K
|
32.8K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.98K- 59.31% |
$659K - $736K
|
6.16K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 64.13% |
$762K - $851K
|
5.8K
$562K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 47.64% |
$768K - $858K
|
11.5K
$1.11M
|