Purchases and Sales Made in Q2 2023 in Ishares U.S. Consumer Discreti (IYC)

IYC Quotes by TradingView

This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q2 2023. 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 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
129K
New
$8.1M - $9.19M
129K $12.5M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
127K
+ 21.76%
$7.97M - $9.05M
711K $68.9M
Aug 02, 2023 Q2 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
50.9K
New
$3.19M - $3.62M
50.9K $4.93M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
42.7K
New
$2.68M - $3.04M
42.7K $4.14M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
41.8K
+ 10.2%
$2.62M - $2.98M
452K $43.7M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
41.4K
+ 71.42%
$2.6M - $2.95M
99.4K $9.63M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
38.7K
+ 956.52%
$2.43M - $2.76M
42.8K $4.14M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
28K
New
$1.75M - $1.99M
28K $2.71M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
22K
+ 511.86%
$1.38M - $1.57M
26.3K $2.55M
Aug 07, 2023 Q2 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
19.2K
New
$1.2M - $1.37M
19.2K $1.86M
Aug 11, 2023 Q2 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
11.2K
+ 5.43%
$704K - $799K
218K $21.1M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
10.9K
+ 7.82%
$683K - $775K
150K $14.5M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
8.02K
New
$503K - $570K
8.02K $776K
Aug 14, 2023 Q2 2023
Marshall Wace, LLP

London, X0
BUY
 -
7.99K
New
$501K - $569K
7.99K $774K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
6.95K
+ 50.62%
$435K - $494K
20.7K $2M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
6.76K
New
$424K - $481K
6.76K $654K
Jul 07, 2023 Q2 2023
First Citizens Financial Corp

BUY
 -
6.73K
+ 11.52%
$422K - $479K
65.1K $6.3M
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

BUY
 -
5.88K
New
$368K - $418K
5.88K $569K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.7K
+ 8.6%
$358K - $406K
72K $6.97M
Aug 11, 2023 Q2 2023
Horizon Family Wealth, Inc.

BUY
 -
5.21K
New
$327K - $371K
5.21K $504K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
5.03K
+ 6.31%
$315K - $358K
84.7K $8.2M
Jul 11, 2023 Q2 2023
Wj Wealth Management, LLC

BUY
 -
4.28K
New
$268K - $305K
4.28K $414K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
4.27K
New
$268K - $304K
4.27K $414K
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.83K
+ 97.85%
$240K - $272K
7.74K $749K
Aug 11, 2023 Q2 2023
Harvest Investment Services, LLC

BUY
 -
3.81K
New
$239K - $271K
3.81K $369K
Jul 24, 2023 Q2 2023
Epic Trust Investment Advisors, LLC

BUY
 -
3.38K
New
$212K - $240K
3.38K $327K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
3.03K
+ 16.42%
$190K - $216K
21.5K $2.08M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
2.99K
New
$188K - $213K
2.99K $290K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
2.99K
New
$187K - $213K
2.99K $290K
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
2.92K
New
$183K - $208K
2.92K $283K
Aug 09, 2023 Q2 2023
Bordeaux Wealth Advisors LLC

BUY
 -
2.86K
New
$179K - $203K
2.86K $277K
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
2.68K
+ 44.69%
$168K - $191K
8.68K $841K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.57K
+ 14.7%
$161K - $183K
20.1K $1.94M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.98K
New
$124K - $141K
1.98K $192K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
1.4K
+ 22.31%
$88K - $99.9K
7.7K $745K
Aug 03, 2023 Q2 2023
Southern Capital Advisors, LLC

BUY
 -
1.22K
+ 5.17%
$76.2K - $86.5K
24.7K $2.39M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.21K
+ 33.31%
$75.7K - $86K
4.83K $468K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.11K
+ 34.09%
$69.3K - $78.7K
4.35K $421K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
883
+ 11.03%
$55.4K - $62.8K
8.89K $861K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
797
+ 10.52%
$50K - $56.7K
8.37K $811K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
665
+ 82.3%
$41.7K - $47.3K
1.47K $143K
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
626
+ 15.58%
$39.2K - $44.6K
4.64K $450K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
592
+ 15.21%
$37.1K - $42.1K
4.48K $434K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
582
+ 16.63%
$36.5K - $41.4K
4.08K $395K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
445
+ 4.23%
$27.9K - $31.7K
11K $1.06M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
395
+ 67.29%
$24.8K - $28.1K
982 $95.1K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
364
+ 910.0%
$22.8K - $25.9K
404 $39.1K
Aug 10, 2023 Q2 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
299
+ 2.13%
$18.7K - $21.3K
14.3K $1.39M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
255
+ 2.12%
$16K - $18.1K
12.3K $1.19M

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