Purchases and Sales Made in Q2 2025 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q2 2025. 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 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
58.9KNew |
$4.66M - $5.87M
|
58.9K
$5.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35.9KNew |
$2.84M - $3.58M
|
35.9K
$3.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
20.7K+ 12.11% |
$1.64M - $2.06M
|
191K
$19.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
17.1KNew |
$1.35M - $1.7M
|
17.1K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
10.2KNew |
$811K - $1.02M
|
10.2K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10KNew |
$792K - $997K
|
10K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.41KNew |
$745K - $937K
|
9.41K
$943K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
1.1K+ 10.25% |
$87.4K - $110K
|
11.9K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
684New |
$54.2K - $68.2K
|
684
$68.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
507+ 1.04% |
$40.1K - $50.5K
|
49.2K
$4.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
479+ 1.16% |
$37.9K - $47.7K
|
41.9K
$4.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
130+ 4.62% |
$10.3K - $13K
|
2.94K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
121+ 4.34% |
$9.58K - $12.1K
|
2.91K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
117+ 243.75% |
$9.27K - $11.7K
|
165
$16.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
114New |
$9.03K - $11.4K
|
114
$11.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
63+ 2.22% |
$4.99K - $6.28K
|
2.9K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18+ 0.32% |
$1.43K - $1.79K
|
5.72K
$573K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.16% |
$317 - $399
|
2.52K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$158 - $199
|
4.31K
$432K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$79.2 - $99.6
|
497
$49.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-64- 0.23% |
$5.07K - $6.38K
|
27.7K
$2.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-177- 1.41% |
$14K - $17.6K
|
12.3K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-240- 7.89% |
$19K - $23.9K
|
2.8K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-313- 86.23% |
$24.8K - $31.2K
|
50
$5.01K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-370- 7.08% |
$29.3K - $36.9K
|
4.85K
$486K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-444- 19.82% |
$35.2K - $44.2K
|
1.8K
$180K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-447- 3.74% |
$35.4K - $44.5K
|
11.5K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-970- 4.36% |
$76.8K - $96.7K
|
21.3K
$2.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 10.04% |
$118K - $148K
|
13.4K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.57K- 2.67% |
$124K - $156K
|
57.1K
$5.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-2.07K- 3.42% |
$164K - $206K
|
58.3K
$5.84M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.29K- 21.07% |
$181K - $228K
|
8.57K
$858K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-7.92K- 13.28% |
$627K - $789K
|
51.7K
$5.18M
|