Purchases and Sales Made in Q3 2021 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
917+ 51.43% |
$69.9K - $73.5K
|
2.7K
$261K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
894+ 4.76% |
$68.1K - $71.7K
|
19.7K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
820+ 13.45% |
$62.5K - $65.8K
|
6.92K
$670K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
732New |
$55.8K - $58.7K
|
732
$70.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
731+ 10.25% |
$55.7K - $58.6K
|
7.87K
$762K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
656New |
$50K - $52.6K
|
656
$63.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
615+ 37.12% |
$46.9K - $49.3K
|
2.27K
$220K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
431+ 4.24% |
$32.8K - $34.6K
|
10.6K
$1.03M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
327+ 11.99% |
$24.9K - $26.2K
|
3.05K
$296K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
300+ 2.18% |
$22.9K - $24.1K
|
14.1K
$1.36M
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
285+ 0.54% |
$21.7K - $22.9K
|
53.1K
$5.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
278+ 17.13% |
$21.2K - $22.3K
|
1.9K
$184K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
269+ 29.43% |
$20.5K - $21.6K
|
1.18K
$115K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
260New |
$19.8K - $20.9K
|
260
$25.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
260+ 4.45% |
$19.8K - $20.9K
|
6.11K
$591K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
240+ 130.43% |
$18.3K - $19.2K
|
424
$41.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
200+ 4.68% |
$15.2K - $16K
|
4.47K
$433K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
190+ 2.48% |
$14.5K - $15.2K
|
7.86K
$761K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
190+ 4.58% |
$14.5K - $15.2K
|
4.34K
$420K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
119+ 95.97% |
$9.07K - $9.54K
|
243
$23.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
100New |
$7.62K - $8.02K
|
100
$9.68K
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
83+ 0.59% |
$6.32K - $6.66K
|
14.1K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
76+ 1.43% |
$5.79K - $6.1K
|
5.39K
$522K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7+ 0.13% |
$533 - $561
|
5.46K
$528K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
7+ 0.11% |
$533 - $561
|
6.3K
$610K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.13% |
$457 - $481
|
4.53K
$439K
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
4+ 0.15% |
$305 - $321
|
2.68K
$260K
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$305 - $321
|
2.97K
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.08% |
$229 - $241
|
3.76K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$152 - $160
|
2
$194
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
1+ 0.03% |
$76.2 - $80.2
|
3.27K
$316K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$76.2 - $80.2
|
546
$52.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$381 - $401
|
9.83K
$952K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8Closed |
$610 - $642
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-20- 0.72% |
$1.52K - $1.6K
|
2.77K
$268K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 0.19% |
$1.52K - $1.6K
|
10.8K
$1.04M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-25Closed |
$1.9K - $2.01K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-31- 1.16% |
$2.36K - $2.49K
|
2.64K
$255K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-33- 0.72% |
$2.51K - $2.65K
|
4.53K
$439K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70- 0.61% |
$5.33K - $5.61K
|
11.4K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-87- 0.69% |
$6.63K - $6.98K
|
12.5K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-88- 0.87% |
$6.7K - $7.06K
|
9.99K
$968K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-97- 1.91% |
$7.39K - $7.78K
|
4.99K
$483K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-99Closed |
$7.54K - $7.94K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-104Closed |
$7.92K - $8.34K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-143- 0.91% |
$10.9K - $11.5K
|
15.5K
$1.5M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-149- 3.08% |
$11.4K - $11.9K
|
4.69K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-149- 3.08% |
$11.4K - $11.9K
|
4.69K
$454K
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-162- 0.34% |
$12.3K - $13K
|
46.9K
$4.54M
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-190- 1.25% |
$14.5K - $15.2K
|
15.1K
$1.46M
|