Purchases and Sales Made in Q3 2022 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
2+ 0.35% |
$115 - $141
|
574
$55.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.02% |
$115 - $141
|
8.16K
$790K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$115 - $141
|
4.59K
$444K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$57.7 - $70.4
|
548
$53.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.12% |
$57.7 - $70.4
|
807
$78.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-31- 0.3% |
$1.79K - $2.18K
|
10.3K
$998K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-50- 0.82% |
$2.89K - $3.52K
|
6.01K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 2.23% |
$4.04K - $4.93K
|
3.06K
$297K
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-121- 2.42% |
$6.98K - $8.52K
|
4.88K
$473K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-150- 1.78% |
$8.66K - $10.6K
|
8.27K
$801K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-158- 2.53% |
$9.12K - $11.1K
|
6.08K
$589K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-160- 41.03% |
$9.23K - $11.3K
|
230
$22.3K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-164- 1.24% |
$9.46K - $11.5K
|
13.1K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-165- 3.96% |
$9.52K - $11.6K
|
4K
$387K
|
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-180- 0.42% |
$10.4K - $12.7K
|
42.9K
$4.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 1.92% |
$11.5K - $14.1K
|
10.2K
$987K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-241- 14.99% |
$13.9K - $17K
|
1.37K
$132K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-245- 2.81% |
$14.1K - $17.2K
|
8.47K
$821K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-348- 3.57% |
$20.1K - $24.5K
|
9.4K
$910K
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-359- 0.41% |
$20.7K - $25.3K
|
87.3K
$8.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-400- 6.45% |
$23.1K - $28.2K
|
5.8K
$561K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400- 31.15% |
$23.1K - $28.2K
|
884
$85.6K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-460- 0.78% |
$26.5K - $32.4K
|
58.6K
$5.67M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-503- 11.59% |
$29K - $35.4K
|
3.84K
$371K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-507- 5.1% |
$29.3K - $35.7K
|
9.43K
$913K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-515- 13.02% |
$29.7K - $36.3K
|
3.44K
$333K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-555- 5.12% |
$32K - $39.1K
|
10.3K
$995K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-569- 13.16% |
$32.8K - $40.1K
|
3.75K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-640- 35.16% |
$36.9K - $45.1K
|
1.18K
$114K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-650- 7.83% |
$37.5K - $45.8K
|
7.65K
$741K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-682- 7.23% |
$39.4K - $48K
|
8.76K
$848K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-775- 4.86% |
$44.7K - $54.6K
|
15.2K
$1.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-793- 1.87% |
$45.8K - $55.8K
|
41.6K
$4.03M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.1K- 13.31% |
$63.4K - $77.4K
|
7.16K
$693K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13K- 0.19% |
$65K - $79.3K
|
581K
$56.2M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.17KClosed |
$67.6K - $82.5K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.28K- 15.1% |
$73.9K - $90.2K
|
7.2K
$697K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.46K- 22.15% |
$84.3K - $103K
|
5.14K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.09K- 12.47% |
$121K - $147K
|
14.7K
$1.42M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.1K- 11.1% |
$121K - $148K
|
16.8K
$1.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.5K- 5.35% |
$144K - $176K
|
44.2K
$4.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.38K- 41.84% |
$195K - $238K
|
4.69K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.59K- 11.4% |
$207K - $253K
|
27.9K
$2.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-3.69K- 30.34% |
$213K - $260K
|
8.47K
$820K
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-4.38K- 3.26% |
$253K - $308K
|
130K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.41K- 5.63% |
$312K - $381K
|
90.6K
$8.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.24K- 12.35% |
$418K - $510K
|
51.4K
$4.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.07K- 28.69% |
$465K - $568K
|
20K
$1.94M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-8.16K- 79.11% |
$471K - $574K
|
2.15K
$209K
|