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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-270- 0.44% |
$20.6K - $22.1K
|
60.8K
$5.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-340- 5.55% |
$25.9K - $27.8K
|
5.79K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-368Closed |
$28.1K - $30.1K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-375- 5.98% |
$28.6K - $30.7K
|
5.9K
$571K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-391- 0.64% |
$29.8K - $32K
|
60.8K
$5.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-398- 10.81% |
$30.4K - $32.6K
|
3.28K
$318K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-400- 31.65% |
$30.5K - $32.8K
|
864
$83.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-400- 20.14% |
$30.5K - $32.8K
|
1.59K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-504- 3.8% |
$38.4K - $41.3K
|
12.8K
$1.24M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-522- 12.03% |
$39.8K - $42.8K
|
3.82K
$370K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-526- 1.61% |
$40.1K - $43.1K
|
32.1K
$3.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-576- 12.93% |
$43.9K - $47.2K
|
3.88K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-607- 1.08% |
$46.3K - $49.7K
|
55.5K
$5.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-694- 2.67% |
$52.9K - $56.8K
|
25.3K
$2.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-734- 5.11% |
$56K - $60.1K
|
13.6K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-788- 15.86% |
$60.1K - $64.5K
|
4.18K
$405K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-814- 2.38% |
$62.1K - $66.7K
|
33.4K
$3.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-864- 2.87% |
$65.9K - $70.8K
|
29.2K
$2.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-908- 5.53% |
$69.3K - $74.4K
|
15.5K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1K- 12.83% |
$76.3K - $81.9K
|
6.8K
$658K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.11K- 20.65% |
$85K - $91.2K
|
4.28K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.11K- 9.83% |
$85K - $91.2K
|
10.2K
$990K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.3K- 4.08% |
$98.8K - $106K
|
30.5K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 11.93% |
$99.2K - $106K
|
9.6K
$930K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.4K- 19.5% |
$106K - $114K
|
5.76K
$558K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.68K- 1.81% |
$128K - $137K
|
90.8K
$8.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.71K- 5.22% |
$131K - $140K
|
31.1K
$3.01M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.18K- 13.64% |
$166K - $179K
|
13.8K
$1.34M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.68K- 4.04% |
$204K - $219K
|
63.6K
$6.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.9K- 41.88% |
$221K - $238K
|
4.02K
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.12K- 3.87% |
$238K - $256K
|
77.6K
$7.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.26K- 38.46% |
$249K - $267K
|
5.22K
$506K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.61K- 19.77% |
$275K - $296K
|
14.7K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.67K- 0.74% |
$280K - $301K
|
493K
$47.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.82K- 11.17% |
$367K - $394K
|
38.3K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.82K- 26.55% |
$367K - $394K
|
13.3K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.98K- 1.74% |
$380K - $408K
|
281K
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.53K- 3.92% |
$422K - $453K
|
136K
$13.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6K- 10.27% |
$458K - $491K
|
52.4K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.71K- 1.01% |
$665K - $714K
|
853K
$82.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.71K- 1.01% |
$665K - $714K
|
853K
$82.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.63K- 60.14% |
$734K - $788K
|
6.38K
$618K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.8K- 17.36% |
$823K - $884K
|
51.4K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.9K- 1.84% |
$982K - $1.05M
|
687K
$66.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 22.94% |
$1.25M - $1.34M
|
55K
$5.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.8K- 48.22% |
$1.59M - $1.7M
|
22.3K
$2.16M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.6K- 50.42% |
$2.41M - $2.59M
|
31.1K
$3.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.6K- 20.63% |
$2.87M - $3.08M
|
145K
$14M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.1K- 74.88% |
$3.13M - $3.36M
|
13.8K
$1.33M
|