Purchases and Sales Made in Q2 2024 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q2 2024. 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 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
168+ 2.34% |
$12.8K - $13.8K
|
7.34K
$711K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
160+ 2.45% |
$12.2K - $13.1K
|
6.68K
$647K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
150New |
$11.4K - $12.3K
|
150
$14.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
133+ 1.65% |
$10.1K - $10.9K
|
8.2K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
123+ 0.95% |
$9.38K - $10.1K
|
13K
$1.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
55New |
$4.19K - $4.51K
|
55
$5.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
52New |
$3.97K - $4.26K
|
52
$5.04K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
25+ 0.22% |
$1.91K - $2.05K
|
11.3K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24+ 0.19% |
$1.83K - $1.97K
|
12.7K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.55% |
$1.14K - $1.23K
|
2.77K
$268K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.13% |
$458 - $491
|
4.62K
$448K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.13% |
$305 - $328
|
2.99K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.16% |
$305 - $328
|
2.5K
$242K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$229 - $246
|
3.25K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.15% |
$153 - $164
|
1.36K
$132K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.07% |
$153 - $164
|
2.92K
$283K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$153 - $164
|
2.19K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.05% |
$153 - $164
|
4.04K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$76.3 - $81.9
|
3.79K
$367K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$76.3 - $81.9
|
494
$47.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$76.3 - $81.9
|
2.73K
$264K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$76.3 - $81.9
|
5.22K
$506K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.07% |
$76.3 - $81.9
|
1.48K
$143K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-12- 0.12% |
$915 - $983
|
9.63K
$932K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-13- 0.2% |
$992 - $1.06K
|
6.56K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14- 0.42% |
$1.07K - $1.15K
|
3.28K
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-15- 0.5% |
$1.14K - $1.23K
|
3K
$291K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.18% |
$1.91K - $2.05K
|
14K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-40- 0.26% |
$3.05K - $3.28K
|
15.1K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-47- 0.97% |
$3.58K - $3.85K
|
4.79K
$464K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64- 3.8% |
$4.88K - $5.24K
|
1.62K
$157K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-70- 0.46% |
$5.34K - $5.73K
|
15.2K
$1.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-77- 2.65% |
$5.87K - $6.31K
|
2.83K
$274K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-79- 1.33% |
$6.03K - $6.47K
|
5.87K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-80- 2.13% |
$6.1K - $6.55K
|
3.67K
$355K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-92- 1.3% |
$7.02K - $7.54K
|
7K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-95- 0.43% |
$7.25K - $7.78K
|
21.9K
$2.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-98- 0.8% |
$7.47K - $8.03K
|
12.1K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-121- 2.76% |
$9.23K - $9.91K
|
4.26K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-155- 1.85% |
$11.8K - $12.7K
|
8.24K
$798K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-167- 2.57% |
$12.7K - $13.7K
|
6.34K
$614K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-183- 37.89% |
$14K - $15K
|
300
$29K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-188- 39.5% |
$14.3K - $15.4K
|
288
$27.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-200- 4.67% |
$15.3K - $16.4K
|
4.08K
$395K
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-203- 4.25% |
$15.5K - $16.6K
|
4.57K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-221- 2.09% |
$16.9K - $18.1K
|
10.3K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-229- 3.95% |
$17.5K - $18.8K
|
5.57K
$540K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-237- 4.03% |
$18.1K - $19.4K
|
5.64K
$546K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-240- 1.84% |
$18.3K - $19.7K
|
12.8K
$1.24M
|