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 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.44K- 30.93% |
$123K - $145K
|
3.21K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 5.34% |
$134K - $158K
|
27.7K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.65K- 14.92% |
$141K - $167K
|
9.4K
$909K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.66K- 5.15% |
$142K - $168K
|
30.5K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.67K- 45.68% |
$143K - $169K
|
1.99K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.68K- 2.79% |
$144K - $170K
|
58.7K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.79K- 6.51% |
$153K - $181K
|
25.7K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.82K- 4.21% |
$156K - $184K
|
41.4K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.4K- 50.0% |
$206K - $243K
|
2.4K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.71K- 18.28% |
$233K - $275K
|
12.1K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3K- 35.05% |
$257K - $304K
|
5.56K
$538K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.12K- 66.67% |
$267K - $316K
|
1.56K
$151K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-5.23K- 99.09% |
$448K - $529K
|
48
$4.64K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.46K- 42.75% |
$553K - $653K
|
8.65K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.95K- 5.16% |
$681K - $804K
|
146K
$14.1M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11.1K- 67.62% |
$951K - $1.12M
|
5.32K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-13.6K- 56.37% |
$1.16M - $1.37M
|
10.5K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.3K- 7.25% |
$1.39M - $1.64M
|
208K
$20.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21.2K- 64.0% |
$1.82M - $2.15M
|
11.9K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.8K- 44.48% |
$2.55M - $3.02M
|
37.2K
$3.6M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-32.1K- 86.41% |
$2.75M - $3.25M
|
5.05K
$489K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-66.4K- 98.61% |
$5.69M - $6.72M
|
935
$90.4K
|