Purchases and Sales Made in Q2 2021 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.18K+ 59.39% |
$162K - $171K
|
5.85K
$566K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.86K+ 2.12% |
$138K - $146K
|
89.5K
$8.67M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.65K+ 658.4% |
$122K - $129K
|
1.9K
$184K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
1.3KNew |
$96.2K - $102K
|
1.3K
$126K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.16K+ 230.08% |
$85.7K - $90.6K
|
1.66K
$160K
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
965+ 9.49% |
$71.6K - $75.7K
|
11.1K
$1.08M
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
904+ 16.77% |
$67.1K - $70.9K
|
6.3K
$610K
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
796+ 0.67% |
$59.1K - $62.4K
|
119K
$11.6M
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
795+ 1.05% |
$59K - $62.3K
|
76.4K
$7.4M
|
|
Jul 19, 2021
Q2 2021
|
Well Done, LLC
|
BUY
|
- |
695+ 3.54% |
$51.6K - $54.5K
|
20.3K
$1.97M
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
691+ 4.26% |
$51.3K - $54.2K
|
16.9K
$1.64M
|
|
Jul 06, 2021
Q2 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
656+ 16.79% |
$48.7K - $51.4K
|
4.56K
$442K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
627+ 35.17% |
$46.5K - $49.2K
|
2.41K
$233K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
600New |
$44.5K - $47K
|
600
$58.1K
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
500+ 0.87% |
$37.1K - $39.2K
|
57.8K
$5.6M
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
427New |
$31.7K - $33.5K
|
427
$41.3K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
413+ 3.42% |
$30.6K - $32.4K
|
12.5K
$1.21M
|
|
Jul 14, 2021
Q2 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
400+ 10.53% |
$29.7K - $31.4K
|
4.2K
$407K
|
|
Jul 13, 2021
Q2 2021
|
Patten & Patten Inc
|
BUY
|
- |
360+ 4.63% |
$26.7K - $28.2K
|
8.13K
$787K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
343+ 11.27% |
$25.4K - $26.9K
|
3.39K
$328K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
329+ 8.62% |
$24.4K - $25.8K
|
4.15K
$401K
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
281+ 90.35% |
$20.8K - $22K
|
592
$57.3K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
237New |
$17.6K - $18.6K
|
237
$22.9K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
237+ 2.11% |
$17.6K - $18.6K
|
11.5K
$1.11M
|
|
Jul 22, 2021
Q2 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
184+ 0.39% |
$13.7K - $14.4K
|
47K
$4.55M
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
141+ 1.41% |
$10.5K - $11.1K
|
10.2K
$985K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
127+ 1.68% |
$9.42K - $9.96K
|
7.67K
$743K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
124New |
$9.2K - $9.72K
|
124
$12K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
104New |
$7.72K - $8.15K
|
104
$10.1K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101+ 0.81% |
$7.49K - $7.92K
|
12.6K
$1.22M
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 1.89% |
$5.34K - $5.65K
|
3.87K
$375K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31+ 0.2% |
$2.3K - $2.43K
|
15.7K
$1.52M
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
31New |
$2.3K - $2.43K
|
31
$3K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25New |
$1.85K - $1.96K
|
25
$2.42K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
8New |
$594 - $627
|
8
$775
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
6+ 0.1% |
$445 - $470
|
6.29K
$609K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.02% |
$297 - $314
|
22.4K
$2.17M
|
|
Aug 05, 2021
Q2 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
4+ 0.14% |
$297 - $314
|
2.96K
$287K
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.3% |
$223 - $235
|
990
$95.9K
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.05% |
$148 - $157
|
3.76K
$364K
|
|
Aug 09, 2021
Q2 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2+ 0.07% |
$148 - $157
|
2.68K
$259K
|
|
Jul 20, 2021
Q2 2021
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.15% |
$74.2 - $78.4
|
647
$62.6K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$74.2 - $78.4
|
5.24K
$507K
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.21% |
$74.2 - $78.4
|
484
$46.9K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13- 0.3% |
$964 - $1.02K
|
4.33K
$419K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20Closed |
$1.48K - $1.57K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-24- 0.39% |
$1.78K - $1.88K
|
6.1K
$590K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-40- 1.05% |
$2.97K - $3.14K
|
3.76K
$364K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-60Closed |
$4.45K - $4.7K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-76Closed |
$5.64K - $5.96K
|
0
$0
|