Purchases and Sales Made in Q1 2025 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q1 2025. 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 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.6KNew |
$1.08M - $1.28M
|
12.6K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.5KNew |
$1.07M - $1.27M
|
12.5K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.18KNew |
$615K - $727K
|
7.18K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.93K+ 11.28% |
$423K - $499K
|
48.7K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 3696.61% |
$187K - $221K
|
2.24K
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
363New |
$31.1K - $36.7K
|
363
$30.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$17.1K - $20.2K
|
200
$16.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
71+ 0.32% |
$6.09K - $7.19K
|
22.3K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
68New |
$5.83K - $6.88K
|
68
$5.75K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.12% |
$343 - $405
|
3.26K
$275K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.16% |
$343 - $405
|
2.51K
$212K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$257 - $304
|
2.84K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.1% |
$171 - $202
|
1.93K
$163K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$171 - $202
|
4.31K
$364K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$171 - $202
|
9.41K
$795K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$85.7 - $101
|
496
$41.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$85.7 - $101
|
5.22K
$441K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3- 0.11% |
$257 - $304
|
2.81K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-156- 1.37% |
$13.4K - $15.8K
|
11.2K
$946K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-158- 0.26% |
$13.5K - $16K
|
59.7K
$5.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-412- 6.74% |
$35.3K - $41.7K
|
5.7K
$482K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.04K- 67.97% |
$89.1K - $105K
|
490
$41.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 29.03% |
$107K - $126K
|
3.04K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 5.34% |
$134K - $158K
|
27.7K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.68K- 2.79% |
$144K - $170K
|
58.7K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-5.23K- 99.09% |
$448K - $529K
|
48
$4.06K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-13.6K- 56.37% |
$1.16M - $1.37M
|
10.5K
$888K
|