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 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
400New |
$30.4K - $35.3K
|
400
$38.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
371+ 9.72% |
$28.2K - $32.8K
|
4.19K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
204New |
$15.5K - $18K
|
204
$19.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
200New |
$15.2K - $17.7K
|
200
$19.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
183+ 2.49% |
$13.9K - $16.2K
|
7.52K
$729K
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
178+ 3.89% |
$13.5K - $15.7K
|
4.75K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
140+ 5.02% |
$10.7K - $12.4K
|
2.93K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
76+ 1.78% |
$5.79K - $6.71K
|
4.36K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
68+ 0.81% |
$5.18K - $6.01K
|
8.5K
$823K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 62.62% |
$5.1K - $5.92K
|
174
$16.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59New |
$4.49K - $5.21K
|
59
$5.71K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
49+ 16.33% |
$3.73K - $4.33K
|
349
$33.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.16% |
$1.9K - $2.21K
|
15.3K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.13% |
$457 - $530
|
4.63K
$448K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.12% |
$304 - $353
|
3.25K
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.14% |
$304 - $353
|
2.77K
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.13% |
$304 - $353
|
2.99K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.18% |
$304 - $353
|
2.2K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.1% |
$304 - $353
|
4.04K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.12% |
$228 - $265
|
2.5K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$228 - $265
|
2.83K
$274K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.03% |
$152 - $177
|
6.69K
$647K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.06% |
$152 - $177
|
3.29K
$318K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.07% |
$152 - $177
|
2.92K
$283K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.15% |
$152 - $177
|
1.37K
$132K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.14% |
$152 - $177
|
1.38K
$134K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$152 - $177
|
4.3K
$417K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$76.1 - $88.3
|
495
$47.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12- 0.09% |
$913 - $1.06K
|
12.7K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20- 0.61% |
$1.52K - $1.77K
|
3.26K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.24% |
$1.52K - $1.77K
|
8.22K
$796K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-23- 0.24% |
$1.75K - $2.03K
|
9.4K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-29- 0.44% |
$2.21K - $2.56K
|
6.53K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-41- 0.96% |
$3.12K - $3.62K
|
4.22K
$409K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-41- 37.96% |
$3.12K - $3.62K
|
67
$6.49K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-43- 0.04% |
$3.27K - $3.8K
|
109K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-48- 1.6% |
$3.65K - $4.24K
|
2.96K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-59- 0.42% |
$4.49K - $5.21K
|
13.9K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 3.82% |
$4.72K - $5.48K
|
1.56K
$151K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-79- 1.89% |
$6.01K - $6.98K
|
4.1K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-109- 3.14% |
$8.3K - $9.63K
|
3.36K
$325K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-110- 3.0% |
$8.37K - $9.71K
|
3.56K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-116- 4.57% |
$8.83K - $10.2K
|
2.42K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-116- 0.9% |
$8.83K - $10.2K
|
12.8K
$1.24M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-168- 1.26% |
$12.8K - $14.8K
|
13.2K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-205- 3.49% |
$15.6K - $18.1K
|
5.66K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-245- 3.73% |
$18.6K - $21.6K
|
6.32K
$612K
|