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 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
619+ 13.27% |
$40.9K - $45.7K
|
5.28K
$511K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
571+ 13.13% |
$37.8K - $42.2K
|
4.92K
$477K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
490+ 12.95% |
$32.4K - $36.2K
|
4.27K
$414K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
408+ 7.61% |
$27K - $30.1K
|
5.77K
$559K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
322+ 5.3% |
$21.3K - $23.8K
|
6.39K
$619K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
264New |
$17.5K - $19.5K
|
264
$25.6K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
229+ 5.73% |
$15.1K - $16.9K
|
4.23K
$409K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
208New |
$13.8K - $15.4K
|
208
$20.1K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
205+ 3.38% |
$13.6K - $15.1K
|
6.27K
$607K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 2.41% |
$13.2K - $14.8K
|
8.51K
$824K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$13.2K - $14.8K
|
200
$19.4K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
183+ 61.0% |
$12.1K - $13.5K
|
483
$46.8K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
149+ 2.47% |
$9.86K - $11K
|
6.17K
$598K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
136New |
$9K - $10K
|
136
$13.2K
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
130+ 0.91% |
$8.6K - $9.6K
|
14.5K
$1.4M
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
109+ 1.0% |
$7.21K - $8.05K
|
11K
$1.06M
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
105+ 0.41% |
$6.95K - $7.75K
|
25.5K
$2.46M
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
22+ 0.19% |
$1.46K - $1.62K
|
11.5K
$1.11M
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.19% |
$463 - $517
|
3.66K
$355K
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-7- 0.05% |
$463 - $517
|
12.9K
$1.25M
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-17- 0.05% |
$1.12K - $1.26K
|
36.6K
$3.54M
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19- 0.28% |
$1.26K - $1.4K
|
6.74K
$652K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29- 0.82% |
$1.92K - $2.14K
|
3.53K
$342K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-30- 1.56% |
$1.98K - $2.21K
|
1.9K
$184K
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.89% |
$3.31K - $3.69K
|
5.58K
$541K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-60- 0.69% |
$3.97K - $4.43K
|
8.6K
$833K
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-75- 1.46% |
$4.96K - $5.54K
|
5.06K
$490K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-78- 1.84% |
$5.16K - $5.76K
|
4.16K
$403K
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-86- 1.84% |
$5.69K - $6.35K
|
4.6K
$445K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-90- 2.32% |
$5.95K - $6.64K
|
3.79K
$367K
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 0.66% |
$6.62K - $7.38K
|
15.1K
$1.46M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-120- 3.77% |
$7.94K - $8.86K
|
3.07K
$297K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-127- 1.47% |
$8.4K - $9.38K
|
8.51K
$824K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-146- 3.23% |
$9.66K - $10.8K
|
4.38K
$424K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-150- 1.22% |
$9.92K - $11.1K
|
12.1K
$1.17M
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-160- 2.26% |
$10.6K - $11.8K
|
6.93K
$671K
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-201- 0.81% |
$13.3K - $14.8K
|
24.5K
$2.37M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-221- 4.96% |
$14.6K - $16.3K
|
4.24K
$410K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-272- 71.58% |
$18K - $20.1K
|
108
$10.5K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-275- 0.78% |
$18.2K - $20.3K
|
34.9K
$3.38M
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300- 0.84% |
$19.8K - $22.1K
|
35.4K
$3.43M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-330- 1.51% |
$21.8K - $24.4K
|
21.5K
$2.08M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-338- 1.28% |
$22.4K - $25K
|
26K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-339- 0.38% |
$22.4K - $25K
|
89.7K
$8.69M
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-378- 5.16% |
$25K - $27.9K
|
6.95K
$673K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-430- 0.51% |
$28.4K - $31.7K
|
84.2K
$8.16M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-490- 82.49% |
$32.4K - $36.2K
|
104
$10.1K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-528- 4.81% |
$34.9K - $39K
|
10.4K
$1.01M
|