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 |
---|---|---|---|---|---|---|---|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
SELL
|
- |
-195- 30.14% |
$14.9K - $15.6K
|
452
$43.8K
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-220- 4.82% |
$16.8K - $17.6K
|
4.34K
$420K
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-220- 2.28% |
$16.8K - $17.6K
|
9.41K
$911K
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-251- 0.18% |
$19.1K - $20.1K
|
137K
$13.2M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-300- 1.87% |
$22.9K - $24.1K
|
15.8K
$1.53M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-337Closed |
$25.7K - $27K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
SELL
|
- |
-358- 5.8% |
$27.3K - $28.7K
|
5.82K
$563K
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-376- 10.85% |
$28.6K - $30.2K
|
3.09K
$299K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-408- 21.52% |
$31.1K - $32.7K
|
1.49K
$144K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-421Closed |
$32.1K - $33.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-427Closed |
$32.5K - $34.2K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-430- 9.94% |
$32.8K - $34.5K
|
3.9K
$377K
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-463- 12.5% |
$35.3K - $37.1K
|
3.24K
$314K
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-510- 13.37% |
$38.9K - $40.9K
|
3.3K
$320K
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-523- 3.58% |
$39.8K - $41.9K
|
14.1K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-529- 4.75% |
$40.3K - $42.4K
|
10.6K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-546- 0.36% |
$41.6K - $43.8K
|
153K
$14.8M
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-569- 0.67% |
$43.4K - $45.6K
|
84.4K
$8.18M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-581- 7.27% |
$44.3K - $46.6K
|
7.41K
$717K
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-687- 5.35% |
$52.3K - $55.1K
|
12.2K
$1.18M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-692- 20.55% |
$52.7K - $55.5K
|
2.68K
$259K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-700- 14.08% |
$53.3K - $56.1K
|
4.27K
$413K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-701- 9.0% |
$53.4K - $56.2K
|
7.09K
$686K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-756- 14.37% |
$57.6K - $60.6K
|
4.5K
$436K
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-835- 13.33% |
$63.6K - $67K
|
5.43K
$525K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-887- 14.64% |
$67.6K - $71.1K
|
5.17K
$501K
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-1K- 23.81% |
$76.2K - $80.2K
|
3.2K
$310K
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.14K- 2.56% |
$86.5K - $91K
|
43.2K
$4.18M
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.2K- 10.17% |
$91.4K - $96.2K
|
10.6K
$1.03M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.3KClosed |
$98.8K - $104K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.65K- 1.37% |
$126K - $133K
|
119K
$11.5M
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.03K- 10.56% |
$154K - $163K
|
17.2K
$1.66M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.49K- 14.73% |
$190K - $200K
|
14.4K
$1.4M
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-2.8KClosed |
$213K - $225K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.39KClosed |
$258K - $272K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.65K- 6.1% |
$278K - $293K
|
56.3K
$5.45M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.77K- 46.45% |
$287K - $303K
|
4.35K
$421K
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.18KClosed |
$318K - $335K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-4.24K- 27.44% |
$323K - $340K
|
11.2K
$1.09M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.64K- 7.02% |
$353K - $372K
|
61.4K
$5.95M
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.7K- 37.02% |
$358K - $377K
|
8K
$774K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.83KClosed |
$368K - $388K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-5.06K- 1.7% |
$386K - $406K
|
293K
$28.3M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.48K- 41.07% |
$418K - $440K
|
7.87K
$762K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.49KClosed |
$418K - $440K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.8K- 16.58% |
$442K - $465K
|
29.2K
$2.83M
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.34KClosed |
$559K - $589K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-8.61K- 32.37% |
$656K - $691K
|
18K
$1.74M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.27K- 9.22% |
$706K - $744K
|
91.2K
$8.84M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.2K- 18.84% |
$926K - $975K
|
52.4K
$5.07M
|