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 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
250
+ 2.75%
$15.7K - $17.8K
9.34K $904K
Jul 25, 2023 Q2 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
235
+ 1.57%
$14.7K - $16.7K
15.2K $1.47M
Dec 18, 2023 Q2 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
210
New
$13.2K - $14.9K
210 $20.3K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
182
New
$11.4K - $13K
182 $17.6K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
163
New
$10.2K - $11.6K
163 $15.8K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
103
New
$6.46K - $7.33K
103 $9.97K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
94
+ 0.36%
$5.89K - $6.69K
26.5K $2.57M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
88
+ 1.03%
$5.52K - $6.26K
8.67K $839K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
71
+ 2.04%
$4.45K - $5.05K
3.56K $344K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
68
+ 0.19%
$4.26K - $4.84K
35.2K $3.41M
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
36
+ 0.29%
$2.26K - $2.56K
12.3K $1.19M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
23
+ 0.42%
$1.44K - $1.64K
5.48K $531K
Jul 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
7
+ 0.14%
$439 - $498
4.9K $475K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
5
+ 0.13%
$313 - $356
3.78K $366K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
3
+ 0.08%
$188 - $214
3.79K $367K
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
3
+ 0.14%
$188 - $214
2.18K $211K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
2
+ 0.15%
$125 - $142
1.35K $131K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
2
+ 0.06%
$125 - $142
3.19K $308K
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

BUY
 -
1
+ 0.02%
$62.7 - $71.2
5.22K $505K
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
1
+ 0.2%
$62.7 - $71.2
491 $47.5K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
1
+ 0.18%
$62.7 - $71.2
551 $53.4K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 12, 2023 Q2 2023
Stillwater Capital Advisors, LLC

SELL
 -
-5
- 0.01%
$313 - $356
36.6K $3.54M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-30
- 0.81%
$1.88K - $2.14K
3.67K $355K
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

SELL
 -
-30
- 0.58%
$1.88K - $2.14K
5.14K $497K
Jul 14, 2023 Q2 2023
Patten & Patten Inc

SELL
 -
-45
- 0.58%
$2.82K - $3.2K
7.77K $753K
Jul 26, 2023 Q2 2023
National Bank Of Canada

SELL
 -
-97
- 4.93%
$6.08K - $6.9K
1.87K $181K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

SELL
 -
-106
- 1.72%
$6.65K - $7.54K
6.06K $587K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-108
- 40.75%
$6.77K - $7.69K
157 $15.2K
Jul 24, 2023 Q2 2023
Retirement Planning Group

SELL
 -
-110
- 1.0%
$6.9K - $7.83K
10.9K $1.05M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-120
- 3.14%
$7.52K - $8.54K
3.7K $358K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-133
- 2.14%
$8.34K - $9.47K
6.07K $588K
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-165
- 30.28%
$10.3K - $11.7K
380 $36.8K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-189
- 1.91%
$11.8K - $13.5K
9.69K $938K
Jul 19, 2023 Q2 2023
Advisors Management Group Inc

SELL
 -
-200
- 6.05%
$12.5K - $14.2K
3.1K $301K
Jul 19, 2023 Q2 2023
Planning Directions Inc

SELL
 -
-218
- 4.45%
$13.7K - $15.5K
4.68K $453K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-253
- 29.21%
$15.9K - $18K
613 $59.4K
Aug 03, 2023 Q2 2023
New Square Capital LLC

SELL
 -
-255
- 30.04%
$16K - $18.1K
594 $57.5K
Jul 13, 2023 Q2 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-276
- 2.35%
$17.3K - $19.6K
11.4K $1.11M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
SELL
 -
-310
- 3.46%
$19.4K - $22.1K
8.66K $838K
Aug 03, 2023 Q2 2023
Simmons Bank

SELL
 -
-350
- 2.64%
$21.9K - $24.9K
12.9K $1.25M
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-351
- 14.89%
$22K - $25K
2.01K $194K
Aug 04, 2023 Q2 2023
Sonata Capital Group Inc

SELL
 -
-400
- 3.96%
$25.1K - $28.5K
9.7K $939K
Aug 08, 2023 Q2 2023
Family Firm, Inc.

SELL
 -
-407
- 9.11%
$25.5K - $29K
4.06K $393K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-440
- 5.03%
$27.6K - $31.3K
8.31K $804K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

SELL
 -
-514
- 10.2%
$32.2K - $36.6K
4.52K $438K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-516
- 21.18%
$32.3K - $36.7K
1.92K $186K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-584
- 9.82%
$36.6K - $41.6K
5.36K $519K
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

SELL
 -
-641
- 8.29%
$40.2K - $45.6K
7.09K $687K

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