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 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-265- 2.35% |
$20.2K - $23.4K
|
11K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-300- 5.18% |
$22.8K - $26.5K
|
5.49K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-310- 2.56% |
$23.6K - $27.4K
|
11.8K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-322- 5.08% |
$24.5K - $28.4K
|
6.02K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-361- 2.39% |
$27.5K - $31.9K
|
14.8K
$1.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-500- 7.36% |
$38.1K - $44.2K
|
6.3K
$610K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-523- 1.72% |
$39.8K - $46.2K
|
30K
$2.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-544- 3.51% |
$41.4K - $48K
|
15K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-663- 4.81% |
$50.5K - $58.5K
|
13.1K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-807- 1.45% |
$61.4K - $71.3K
|
54.7K
$5.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-862- 5.88% |
$65.6K - $76.1K
|
13.8K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-896- 2.34% |
$68.2K - $79.1K
|
37.4K
$3.62M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-914- 16.2% |
$69.6K - $80.7K
|
4.73K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-976- 20.38% |
$74.3K - $86.2K
|
3.81K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-995- 15.45% |
$75.7K - $87.9K
|
5.44K
$527K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1K- 13.16% |
$76.1K - $88.3K
|
6.6K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.04K- 26.41% |
$78.8K - $91.4K
|
2.88K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.11K- 69.74% |
$84.2K - $97.7K
|
480
$46.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.14K- 11.61% |
$86.5K - $100K
|
8.65K
$837K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.46K- 2.4% |
$111K - $129K
|
59.3K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.58K- 2.87% |
$120K - $140K
|
53.4K
$5.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.85K- 13.39% |
$141K - $163K
|
12K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.12K- 3.33% |
$161K - $187K
|
61.5K
$5.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.28K- 0.81% |
$173K - $201K
|
278K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.47K- 11.07% |
$188K - $218K
|
19.9K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.73K- 21.62% |
$208K - $241K
|
9.9K
$958K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.78K- 53.16% |
$211K - $245K
|
2.45K
$237K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.88K- 15.58% |
$219K - $255K
|
15.6K
$1.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.03K- 10.37% |
$230K - $267K
|
26.2K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.39K- 26.53% |
$258K - $299K
|
9.38K
$909K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.01K- 17.55% |
$382K - $443K
|
23.6K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.18K- 25.69% |
$394K - $458K
|
15K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.54K- 97.92% |
$422K - $489K
|
118
$11.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.14K- 4.25% |
$468K - $543K
|
139K
$13.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-6.18K- 19.25% |
$470K - $546K
|
25.9K
$2.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.26K- 23.8% |
$476K - $552K
|
20K
$1.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-9.31K- 68.36% |
$709K - $822K
|
4.31K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-9.75K- 83.88% |
$742K - $861K
|
1.87K
$181K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-9.75K- 43.53% |
$742K - $861K
|
12.7K
$1.22M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-12.6K- 29.12% |
$960K - $1.11M
|
30.7K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.5K- 8.08% |
$1.18M - $1.36M
|
176K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.5K- 65.85% |
$1.48M - $1.72M
|
10.1K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.6K- 58.74% |
$1.5M - $1.74M
|
13.8K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.3K- 27.85% |
$1.92M - $2.23M
|
65.5K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.9K- 3.74% |
$2.43M - $2.82M
|
821K
$79.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.4K- 19.6% |
$2.47M - $2.86M
|
133K
$12.9M
|