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 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.32MNew |
$113M - $133M
|
1.32M
$127M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
182K+ 2406.26% |
$15.6M - $18.4M
|
190K
$18.3M
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
171KNew |
$14.6M - $17.3M
|
171K
$16.5M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
141K+ 16.89% |
$12.1M - $14.2M
|
974K
$94.2M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
106K+ 15.59% |
$9.05M - $10.7M
|
783K
$75.7M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.9K+ 189.53% |
$8.31M - $9.81M
|
148K
$14.3M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.3K+ 31.03% |
$7.57M - $8.94M
|
373K
$36.1M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68.1K+ 86.49% |
$5.83M - $6.89M
|
147K
$14.2M
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
60.3KNew |
$5.17M - $6.11M
|
60.3K
$5.83M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
58.9K+ 591.51% |
$5.05M - $5.96M
|
68.9K
$6.66M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.8KNew |
$4.78M - $5.65M
|
55.8K
$5.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
52.4K+ 25.45% |
$4.49M - $5.31M
|
258K
$25M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.1K+ 5.82% |
$4.47M - $5.27M
|
948K
$91.6M
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
50.4KNew |
$4.32M - $5.1M
|
50.4K
$4.88M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
49.9K+ 9.81% |
$4.27M - $5.05M
|
558K
$54M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.1K+ 62.15% |
$2.92M - $3.45M
|
88.9K
$8.6M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.5K+ 101.17% |
$2.78M - $3.29M
|
64.6K
$6.24M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26K+ 365.82% |
$2.23M - $2.63M
|
33.1K
$3.2M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.4K+ 11.12% |
$2.18M - $2.57M
|
254K
$24.6M
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
24.6KNew |
$2.11M - $2.49M
|
24.6K
$2.38M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.7K+ 37.7% |
$1.86M - $2.2M
|
79.4K
$7.67M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
20.9KNew |
$1.79M - $2.12M
|
20.9K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.6K+ 15742.37% |
$1.59M - $1.88M
|
18.7K
$1.81M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
17.9K+ 9.54% |
$1.54M - $1.81M
|
206K
$19.9M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 10.24% |
$1.47M - $1.74M
|
185K
$17.9M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.2KNew |
$1.31M - $1.54M
|
15.2K
$1.47M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.1K+ 107.74% |
$1.21M - $1.43M
|
27.2K
$2.63M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13K+ 398.72% |
$1.12M - $1.32M
|
16.3K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$1.08M - $1.28M
|
12.6K
$1.22M
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.6KNew |
$1.08M - $1.28M
|
12.6K
$1.22M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.5KNew |
$1.07M - $1.27M
|
12.5K
$1.21M
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
10.8KNew |
$924K - $1.09M
|
10.8K
$1.04M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 8.77% |
$882K - $1.04M
|
128K
$12.3M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.3K+ 155.2% |
$880K - $1.04M
|
16.9K
$1.63M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.88K+ 25.6% |
$847K - $1M
|
48.5K
$4.69M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.57KNew |
$734K - $867K
|
8.57K
$828K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
8.47K+ 305.34% |
$726K - $857K
|
11.2K
$1.09M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.73K+ 128.98% |
$663K - $782K
|
13.7K
$1.33M
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.18KNew |
$615K - $727K
|
7.18K
$694K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.69K+ 299.96% |
$573K - $677K
|
8.92K
$862K
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.65KNew |
$570K - $673K
|
6.65K
$643K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.31KNew |
$541K - $638K
|
6.31K
$610K
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.91K+ 210.1% |
$507K - $598K
|
8.72K
$843K
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.89KNew |
$505K - $596K
|
5.89K
$570K
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.93K+ 11.28% |
$423K - $499K
|
48.7K
$4.7M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.54K+ 13.36% |
$389K - $460K
|
38.6K
$3.73M
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
4.52K+ 2.53% |
$387K - $457K
|
183K
$17.7M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.42KNew |
$379K - $447K
|
4.42K
$427K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.92K+ 5.79% |
$336K - $397K
|
71.6K
$6.93M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.83KNew |
$328K - $387K
|
3.83K
$370K
|