Purchases and Sales Made in Q3 2023 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q3 2023. 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 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
952KNew |
$63M - $70.3M
|
952K
$92.2M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.5K+ 96.15% |
$3.6M - $4.02M
|
111K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.2K+ 28.11% |
$2.59M - $2.9M
|
179K
$17.3M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.7K+ 402.05% |
$2.23M - $2.48M
|
42K
$4.07M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.9KNew |
$2.18M - $2.43M
|
32.9K
$3.19M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
32.4KNew |
$2.14M - $2.39M
|
32.4K
$3.14M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.5K+ 29.63% |
$1.95M - $2.18M
|
129K
$12.5M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
29.3K+ 2982.08% |
$1.94M - $2.16M
|
30.3K
$2.93M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.3KNew |
$1.8M - $2.01M
|
27.3K
$2.64M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
25.2K+ 89.99% |
$1.66M - $1.86M
|
53.1K
$5.14M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25.1KNew |
$1.66M - $1.85M
|
25.1K
$2.43M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
24.6KNew |
$1.63M - $1.82M
|
24.6K
$2.38M
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
23.9KNew |
$1.58M - $1.77M
|
23.9K
$2.32M
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22.8KNew |
$1.51M - $1.68M
|
22.8K
$2.21M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1K+ 29.29% |
$1.4M - $1.56M
|
93.1K
$9.02M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.8K+ 16.61% |
$1.05M - $1.17M
|
111K
$10.8M
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12.9KNew |
$851K - $950K
|
12.9K
$1.25M
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
10.6KNew |
$699K - $780K
|
10.6K
$1.02M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
9.88KNew |
$653K - $729K
|
9.88K
$956K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.81K+ 218.71% |
$649K - $724K
|
14.3K
$1.38M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.6K+ 69.11% |
$635K - $709K
|
23.5K
$2.27M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.81K+ 18.27% |
$517K - $577K
|
50.6K
$4.9M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.18K+ 5.56% |
$475K - $530K
|
136K
$13.2M
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.09KNew |
$469K - $523K
|
7.09K
$686K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.8K+ 6123.42% |
$450K - $502K
|
6.91K
$669K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.7KNew |
$443K - $495K
|
6.7K
$649K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.59K+ 100.0% |
$436K - $486K
|
13.2K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.58K+ 719.74% |
$369K - $412K
|
6.35K
$615K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.49K+ 80.4% |
$363K - $405K
|
12.3K
$1.19M
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5.28KNew |
$349K - $390K
|
5.28K
$511K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.98K+ 53.34% |
$329K - $368K
|
14.3K
$1.39M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.26KNew |
$282K - $315K
|
4.26K
$412K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.67KNew |
$243K - $271K
|
3.67K
$356K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.38KNew |
$224K - $250K
|
3.38K
$327K
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.33KNew |
$220K - $246K
|
3.33K
$322K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.18KNew |
$210K - $235K
|
3.18K
$308K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.18KNew |
$210K - $235K
|
3.18K
$308K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.16KNew |
$209K - $233K
|
3.16K
$306K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.99K+ 24.63% |
$132K - $147K
|
10.1K
$974K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.93KNew |
$128K - $142K
|
1.93K
$187K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.91K+ 24.81% |
$126K - $141K
|
9.61K
$930K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.81K+ 6.85% |
$120K - $134K
|
28.3K
$2.74M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.79K+ 95.73% |
$119K - $132K
|
3.66K
$355K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75K+ 8.15% |
$116K - $129K
|
23.2K
$2.25M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.51KNew |
$99.7K - $111K
|
1.51K
$146K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 13.49% |
$86.5K - $96.5K
|
11K
$1.06M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.04K+ 21.6% |
$69.1K - $77.1K
|
5.88K
$569K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
807+ 27.64% |
$53.4K - $59.6K
|
3.73K
$361K
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
743+ 4.02% |
$49.1K - $54.9K
|
19.2K
$1.86M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
700+ 17.15% |
$46.3K - $51.7K
|
4.78K
$463K
|