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 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.67KNew |
$207K - $232K
|
2.67K
$259K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.64KNew |
$204K - $230K
|
2.64K
$256K
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.48KNew |
$191K - $215K
|
2.48K
$240K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.44KNew |
$189K - $213K
|
2.44K
$237K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.21K+ 2.36% |
$171K - $192K
|
95.9K
$9.28M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
2.2KNew |
$170K - $191K
|
2.2K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.69K+ 6.96% |
$131K - $147K
|
26K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.63K+ 6.75% |
$126K - $142K
|
25.8K
$2.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.59K+ 53.72% |
$123K - $139K
|
4.56K
$442K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.59K+ 3.39% |
$123K - $138K
|
48.5K
$4.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.54K+ 23.07% |
$119K - $134K
|
8.22K
$796K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 20.4% |
$117K - $131K
|
8.92K
$863K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.45K+ 10.03% |
$112K - $126K
|
15.9K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.16K+ 19.07% |
$90K - $101K
|
7.27K
$704K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.01KNew |
$78.2K - $87.9K
|
1.01K
$97.9K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
983+ 36.73% |
$76K - $85.5K
|
3.66K
$354K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
892+ 22.9% |
$69K - $77.6K
|
4.79K
$464K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
887+ 49.75% |
$68.6K - $77.2K
|
2.67K
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
800+ 1.92% |
$61.8K - $69.6K
|
42.4K
$4.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
662+ 21.42% |
$51.2K - $57.6K
|
3.75K
$363K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
604+ 7.68% |
$46.7K - $52.5K
|
8.47K
$820K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
598+ 40.19% |
$46.2K - $52K
|
2.09K
$202K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
572+ 0.72% |
$44.2K - $49.8K
|
79.5K
$7.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
521+ 4.91% |
$40.3K - $45.3K
|
11.1K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
502+ 16.44% |
$38.8K - $43.7K
|
3.56K
$344K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
483+ 10.66% |
$37.3K - $42K
|
5.01K
$485K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
482+ 0.63% |
$37.3K - $41.9K
|
76.4K
$7.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
446+ 6.29% |
$34.5K - $38.8K
|
7.53K
$729K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
411+ 1.04% |
$31.8K - $35.7K
|
40.1K
$3.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
354+ 9.13% |
$27.4K - $30.8K
|
4.23K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
352New |
$27.2K - $30.6K
|
352
$34.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
308+ 0.23% |
$23.8K - $26.8K
|
137K
$13.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
246+ 1.25% |
$19K - $21.4K
|
19.9K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
246+ 20.79% |
$19K - $21.4K
|
1.43K
$138K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
220New |
$17K - $19.1K
|
220
$21.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
220+ 4.08% |
$17K - $19.1K
|
5.61K
$543K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
173+ 1.86% |
$13.4K - $15K
|
9.48K
$918K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
160New |
$12.4K - $13.9K
|
160
$15.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
137+ 1.1% |
$10.6K - $11.9K
|
12.6K
$1.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
81+ 0.15% |
$6.26K - $7.05K
|
53.1K
$5.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
67+ 1.23% |
$5.18K - $5.83K
|
5.52K
$535K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
64New |
$4.95K - $5.57K
|
64
$6.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
47+ 0.94% |
$3.63K - $4.09K
|
5.03K
$487K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
46+ 0.73% |
$3.56K - $4K
|
6.34K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 0.2% |
$2.32K - $2.61K
|
15.1K
$1.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
21+ 0.77% |
$1.62K - $1.83K
|
2.74K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$309 - $348
|
7.86K
$761K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
2+ 0.03% |
$155 - $174
|
5.82K
$563K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.04% |
$155 - $174
|
4.53K
$439K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
2+ 0.2% |
$155 - $174
|
992
$96.1K
|