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 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$171 - $202
|
4.31K
$416K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.07% |
$171 - $202
|
2.93K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$171 - $202
|
9.41K
$909K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.16% |
$171 - $202
|
1.26K
$122K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.1% |
$171 - $202
|
1.93K
$186K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$85.7 - $101
|
5.22K
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.15% |
$85.7 - $101
|
88
$8.51K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$85.7 - $101
|
496
$48K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2- 2.7% |
$171 - $202
|
72
$6.96K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3- 0.11% |
$257 - $304
|
2.81K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-49- 14.04% |
$4.2K - $4.96K
|
300
$29K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-69- 1.08% |
$5.91K - $6.98K
|
6.32K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-82- 18.89% |
$7.03K - $8.3K
|
352
$34K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84- 29.17% |
$7.2K - $8.5K
|
204
$19.7K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-107- 1.92% |
$9.17K - $10.8K
|
5.48K
$530K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-119- 1.7% |
$10.2K - $12K
|
6.87K
$664K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-130- 1.45% |
$11.1K - $13.2K
|
8.82K
$853K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-140- 4.78% |
$12K - $14.2K
|
2.79K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-143- 50.0% |
$12.3K - $14.5K
|
143
$13.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-156- 1.37% |
$13.4K - $15.8K
|
11.2K
$1.08M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-158- 0.26% |
$13.5K - $16K
|
59.7K
$5.77M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-162- 1.18% |
$13.9K - $16.4K
|
13.6K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-162- 22.34% |
$13.9K - $16.4K
|
563
$54.4K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-165- 2.06% |
$14.1K - $16.7K
|
7.86K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-190- 3.53% |
$16.3K - $19.2K
|
5.19K
$501K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-197- 1.66% |
$16.9K - $19.9K
|
11.7K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-200- 4.9% |
$17.1K - $20.2K
|
3.88K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-223- 1.76% |
$19.1K - $22.6K
|
12.4K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-251- 3.76% |
$21.5K - $25.4K
|
6.42K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-270- 0.89% |
$23.1K - $27.3K
|
30.1K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-304- 4.9% |
$26.1K - $30.8K
|
5.91K
$571K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-406- 8.76% |
$34.8K - $41.1K
|
4.23K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-412- 6.74% |
$35.3K - $41.7K
|
5.7K
$551K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-475- 14.8% |
$40.7K - $48.1K
|
2.74K
$264K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-476- 7.56% |
$40.8K - $48.2K
|
5.82K
$563K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-494- 9.21% |
$42.3K - $50K
|
4.87K
$471K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-502- 0.93% |
$43K - $50.8K
|
53.3K
$5.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-581- 2.26% |
$49.8K - $58.8K
|
25.1K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-642- 15.77% |
$55K - $65K
|
3.43K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-659- 5.58% |
$56.5K - $66.7K
|
11.1K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-826- 14.16% |
$70.8K - $83.6K
|
5.01K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-841- 9.96% |
$72.1K - $85.1K
|
7.6K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-975- 6.44% |
$83.6K - $98.7K
|
14.2K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-979- 3.38% |
$83.9K - $99.1K
|
28K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-991- 6.0% |
$84.9K - $100K
|
15.5K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-996- 5.98% |
$85.4K - $101K
|
15.7K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.04K- 7.88% |
$88.8K - $105K
|
12.1K
$1.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.04K- 67.97% |
$89.1K - $105K
|
490
$47.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 29.03% |
$107K - $126K
|
3.04K
$294K
|