Purchases and Sales Made in Q2 2022 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.21% |
$55.6 - $76.3
|
487
$47.2K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.03% |
$55.6 - $76.3
|
3.27K
$316K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$278 - $382
|
9.8K
$949K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-28- 3.7% |
$1.56K - $2.14K
|
728
$70.5K
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-39- 0.74% |
$2.17K - $2.98K
|
5.24K
$508K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41- 0.65% |
$2.28K - $3.13K
|
6.24K
$604K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48Closed |
$2.67K - $3.66K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-50- 0.38% |
$2.78K - $3.82K
|
13K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-72- 1.91% |
$4K - $5.5K
|
3.7K
$358K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-80- 2.13% |
$4.45K - $6.11K
|
3.68K
$356K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-96- 1.01% |
$5.34K - $7.33K
|
9.41K
$911K
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.07% |
$5.56K - $7.63K
|
9.21K
$892K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.78% |
$5.56K - $7.63K
|
12.7K
$1.23M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-106- 1.18% |
$5.89K - $8.09K
|
8.88K
$860K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-108- 46.55% |
$6K - $8.24K
|
124
$12K
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-140- 0.93% |
$7.78K - $10.7K
|
14.9K
$1.45M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 1.93% |
$8.34K - $11.4K
|
7.64K
$740K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-153- 4.05% |
$8.5K - $11.7K
|
3.63K
$351K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-187Closed |
$10.4K - $14.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-201- 5.36% |
$11.2K - $15.3K
|
3.55K
$344K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-214- 1.63% |
$11.9K - $16.3K
|
12.9K
$1.25M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-220Closed |
$12.2K - $16.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-220Closed |
$12.2K - $16.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-249- 13.41% |
$13.8K - $19K
|
1.61K
$156K
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-255- 6.38% |
$14.2K - $19.5K
|
3.75K
$363K
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-312- 3.62% |
$17.3K - $23.8K
|
8.3K
$804K
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-350- 0.73% |
$19.5K - $26.7K
|
47.8K
$4.63M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-368Closed |
$20.5K - $28.1K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-394- 0.42% |
$21.9K - $30.1K
|
93.1K
$9.01M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-481- 4.25% |
$26.7K - $36.7K
|
10.8K
$1.05M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-489- 6.34% |
$27.2K - $37.3K
|
7.23K
$700K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-518- 5.9% |
$28.8K - $39.5K
|
8.26K
$800K
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-585Closed |
$32.5K - $44.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-600Closed |
$33.3K - $45.8K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-625- 5.15% |
$34.7K - $47.7K
|
11.5K
$1.12M
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-713- 8.15% |
$39.6K - $54.4K
|
8.04K
$778K
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-818- 14.05% |
$45.5K - $62.4K
|
5K
$485K
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-832- 1.89% |
$46.2K - $63.5K
|
43.1K
$4.17M
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-905- 33.21% |
$50.3K - $69.1K
|
1.82K
$176K
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-920- 5.87% |
$51.1K - $70.2K
|
14.8K
$1.43M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-992Closed |
$55.1K - $75.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.01KClosed |
$56.2K - $77.2K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.03K- 9.39% |
$57.2K - $78.6K
|
9.94K
$962K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.09K- 25.8% |
$60.6K - $83.2K
|
3.13K
$303K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.34K- 26.99% |
$74.4K - $102K
|
3.62K
$351K
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-1.38K- 2.28% |
$76.4K - $105K
|
59K
$5.71M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.38K- 14.57% |
$76.5K - $105K
|
8.07K
$781K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.57K- 13.86% |
$87.1K - $120K
|
9.75K
$944K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.93K- 18.12% |
$107K - $147K
|
8.72K
$844K
|