Purchases and Sales Made in Q4 2021 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
160KNew |
$12.4M - $13.9M
|
160K
$15.5M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
138KNew |
$10.6M - $12M
|
138K
$13.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83K+ 64.53% |
$6.41M - $7.22M
|
212K
$20.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.7K+ 6.96% |
$6.24M - $7.02M
|
1.24M
$120M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
67.8KNew |
$5.24M - $5.89M
|
67.8K
$6.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
66.4KNew |
$5.14M - $5.78M
|
66.4K
$6.43M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
52.8KNew |
$4.08M - $4.6M
|
52.8K
$5.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
47.1KNew |
$3.64M - $4.09M
|
47.1K
$4.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
40.9K+ 1166.13% |
$3.16M - $3.56M
|
44.4K
$4.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.4K+ 5.66% |
$2.89M - $3.25M
|
698K
$67.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.5K+ 127.35% |
$2.67M - $3M
|
61.7K
$5.97M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
34.4KNew |
$2.66M - $2.99M
|
34.4K
$3.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3K+ 100.21% |
$2.26M - $2.54M
|
58.5K
$5.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
27.8KNew |
$2.15M - $2.42M
|
27.8K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.1K+ 11.15% |
$1.86M - $2.1M
|
240K
$23.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22K+ 42.06% |
$1.7M - $1.92M
|
74.4K
$7.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22KNew |
$1.7M - $1.91M
|
22K
$2.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
18.8KNew |
$1.45M - $1.63M
|
18.8K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
18.4KNew |
$1.42M - $1.6M
|
18.4K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
17.8KNew |
$1.37M - $1.54M
|
17.8K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.5K+ 300.0% |
$1.28M - $1.44M
|
22K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.5K+ 8.5% |
$1.12M - $1.26M
|
185K
$17.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2KNew |
$1.1M - $1.24M
|
14.2K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.7K+ 1.0% |
$1.06M - $1.19M
|
1.38M
$134M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
13.4KNew |
$1.04M - $1.17M
|
13.4K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.7K+ 4.37% |
$979K - $1.1M
|
302K
$29.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.6K+ 13.77% |
$971K - $1.09M
|
104K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 2.51% |
$962K - $1.08M
|
507K
$49.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
10.5KNew |
$811K - $912K
|
10.5K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
8.35K+ 6.72% |
$646K - $726K
|
133K
$12.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.99K+ 13.95% |
$618K - $695K
|
65.3K
$6.32M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.74KNew |
$599K - $673K
|
7.74K
$750K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.45KNew |
$499K - $561K
|
6.45K
$625K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
5.72KNew |
$442K - $498K
|
5.72K
$554K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
5.7KNew |
$440K - $496K
|
5.7K
$552K
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
5.65KNew |
$437K - $492K
|
5.65K
$547K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.63K+ 31.28% |
$435K - $490K
|
23.6K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.44K+ 5.99% |
$421K - $473K
|
96.2K
$9.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
5.18KNew |
$400K - $450K
|
5.18K
$501K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
5.03KNew |
$389K - $438K
|
5.03K
$487K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.03KNew |
$389K - $438K
|
5.03K
$487K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.59K+ 1.48% |
$355K - $399K
|
314K
$30.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.47KNew |
$346K - $389K
|
4.47K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
4.2KNew |
$325K - $365K
|
4.2K
$407K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.73K+ 149.8% |
$288K - $324K
|
6.22K
$602K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
3.4KNew |
$263K - $296K
|
3.4K
$329K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.39KNew |
$262K - $295K
|
3.39K
$329K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
3.21K+ 14.53% |
$248K - $279K
|
25.3K
$2.45M
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.09KNew |
$239K - $269K
|
3.09K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.89KNew |
$224K - $252K
|
2.89K
$280K
|