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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.63KNew |
$311K - $368K
|
3.63K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.62KNew |
$310K - $366K
|
3.62K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.17K+ 58.11% |
$272K - $321K
|
8.62K
$834K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.12K+ 200.0% |
$267K - $316K
|
4.68K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.99KNew |
$256K - $303K
|
2.99K
$289K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.76KNew |
$236K - $279K
|
2.76K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.69KNew |
$231K - $273K
|
2.69K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.6KNew |
$223K - $263K
|
2.6K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.59KNew |
$222K - $262K
|
2.59K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.54KNew |
$218K - $257K
|
2.54K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.4KNew |
$206K - $243K
|
2.4K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 3696.61% |
$187K - $221K
|
2.24K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.16K+ 17.04% |
$185K - $219K
|
14.8K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 29.26% |
$130K - $153K
|
6.68K
$646K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.33K+ 55.11% |
$114K - $135K
|
3.75K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.09K+ 6.99% |
$93.3K - $110K
|
16.7K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
785+ 18.68% |
$67.3K - $79.4K
|
4.99K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
584+ 2.07% |
$50.1K - $59.1K
|
28.8K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
554+ 5.38% |
$47.5K - $56.1K
|
10.9K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
497+ 15.92% |
$42.6K - $50.3K
|
3.62K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
421+ 1.12% |
$36.1K - $42.6K
|
38K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
396+ 252.23% |
$33.9K - $40.1K
|
553
$53.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
369New |
$31.6K - $37.3K
|
369
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
366+ 9.14% |
$31.4K - $37K
|
4.37K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
363New |
$31.1K - $36.7K
|
363
$35.1K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
343+ 14.68% |
$29.4K - $34.7K
|
2.68K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
341New |
$29.2K - $34.5K
|
341
$33K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
337+ 3.3% |
$28.9K - $34.1K
|
10.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
275+ 2.7% |
$23.6K - $27.8K
|
10.5K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
226+ 6.94% |
$19.4K - $22.9K
|
3.48K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
220+ 10.48% |
$18.9K - $22.3K
|
2.32K
$224K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$17.1K - $20.2K
|
200
$19.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
143+ 100.0% |
$12.3K - $14.5K
|
286
$27.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
125+ 0.91% |
$10.7K - $12.7K
|
13.8K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
123+ 1.4% |
$10.5K - $12.4K
|
8.91K
$861K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
116+ 5.57% |
$9.94K - $11.7K
|
2.2K
$213K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
88+ 0.74% |
$7.54K - $8.91K
|
12K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
71+ 0.32% |
$6.09K - $7.19K
|
22.3K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
70New |
$6K - $7.08K
|
70
$6.77K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
70New |
$6K - $7.08K
|
70
$6.77K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
68New |
$5.83K - $6.88K
|
68
$6.57K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
39+ 1.18% |
$3.34K - $3.95K
|
3.36K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21+ 0.58% |
$1.8K - $2.13K
|
3.66K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11New |
$943 - $1.11K
|
11
$1.06K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.17% |
$429 - $506
|
3K
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.12% |
$343 - $405
|
3.26K
$315K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.16% |
$343 - $405
|
2.51K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3+ 0.08% |
$257 - $304
|
3.72K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.08% |
$257 - $304
|
3.81K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$257 - $304
|
2.84K
$274K
|