Purchases and Sales Made in Q3 2024 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q3 2024. 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 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
817KNew |
$62.2M - $72.1M
|
817K
$79.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
167K+ 23.54% |
$12.7M - $14.7M
|
874K
$84.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
151KNew |
$11.5M - $13.3M
|
151K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.4K+ 49.14% |
$3.38M - $3.92M
|
135K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.1K+ 397.56% |
$3.13M - $3.63M
|
51.5K
$4.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.6K+ 101.69% |
$2.41M - $2.79M
|
62.7K
$6.07M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.6K+ 101.69% |
$2.41M - $2.79M
|
62.7K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23K+ 16.98% |
$1.75M - $2.03M
|
159K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.3K+ 3.09% |
$1.62M - $1.88M
|
708K
$68.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.2KNew |
$1.31M - $1.52M
|
17.2K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
13KNew |
$992K - $1.15M
|
13K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.29K+ 129.99% |
$631K - $732K
|
14.7K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.18KNew |
$622K - $722K
|
8.18K
$792K
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.6KNew |
$579K - $671K
|
7.6K
$736K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.43KNew |
$490K - $568K
|
6.43K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.27K+ 112.5% |
$477K - $554K
|
11.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.96K+ 1.21% |
$453K - $526K
|
499K
$48.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.62KNew |
$428K - $496K
|
5.62K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.67K+ 6.02% |
$355K - $412K
|
82.3K
$7.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.2KNew |
$320K - $371K
|
4.2K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.92K+ 15.48% |
$298K - $346K
|
29.2K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.87KNew |
$295K - $342K
|
3.87K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.36KNew |
$255K - $296K
|
3.36K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.23KNew |
$245K - $285K
|
3.23K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3KNew |
$229K - $265K
|
3K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.9K+ 72.07% |
$221K - $256K
|
6.92K
$670K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.87KNew |
$218K - $253K
|
2.87K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.61K+ 68.71% |
$198K - $230K
|
6.4K
$620K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.57KNew |
$195K - $227K
|
2.57K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.42KNew |
$184K - $214K
|
2.42K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 44.21% |
$184K - $213K
|
7.88K
$763K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.4KNew |
$183K - $212K
|
2.4K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.36KNew |
$179K - $208K
|
2.36K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.32KNew |
$177K - $205K
|
2.32K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.23K+ 162.97% |
$170K - $197K
|
3.6K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.7K+ 5.43% |
$129K - $150K
|
33K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.66K+ 35.1% |
$126K - $147K
|
6.39K
$619K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.61K+ 3.07% |
$122K - $142K
|
54K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.49K+ 11.46% |
$113K - $132K
|
14.5K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
903+ 2.2% |
$68.7K - $79.7K
|
42K
$4.06M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
883+ 1.45% |
$67.2K - $78K
|
61.7K
$5.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
800+ 219.18% |
$60.9K - $70.6K
|
1.17K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
787New |
$59.9K - $69.5K
|
787
$76.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
700+ 1.18% |
$53.3K - $61.8K
|
60K
$5.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
645+ 34.4% |
$49.1K - $57K
|
2.52K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
608+ 7.98% |
$46.3K - $53.7K
|
8.23K
$797K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
512+ 7.07% |
$39K - $45.2K
|
7.75K
$751K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
468+ 31.62% |
$35.6K - $41.3K
|
1.95K
$189K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
452+ 5.51% |
$34.4K - $39.9K
|
8.66K
$838K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
414+ 1.89% |
$31.5K - $36.6K
|
22.3K
$2.16M
|