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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1+ 0.03% |
$77.3 - $87
|
3.27K
$316K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1+ 0.04% |
$77.3 - $87
|
2.68K
$260K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.21% |
$77.3 - $87
|
485
$47K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$77.3 - $87
|
3.76K
$364K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.22% |
$77.3 - $87
|
453
$43.9K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$155 - $174
|
9.83K
$952K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$155 - $174
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.05% |
$309 - $348
|
8.62K
$834K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-15- 0.1% |
$1.16K - $1.3K
|
15.8K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-20- 0.72% |
$1.55K - $1.74K
|
2.75K
$266K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-20- 0.38% |
$1.55K - $1.74K
|
5.22K
$505K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24Closed |
$1.86K - $2.09K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-26- 0.18% |
$2.01K - $2.26K
|
14.1K
$1.36M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-33- 0.7% |
$2.55K - $2.87K
|
4.65K
$451K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-33- 0.7% |
$2.55K - $2.87K
|
4.65K
$451K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 0.06% |
$3.02K - $3.39K
|
66.7K
$6.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-40- 0.94% |
$3.09K - $3.48K
|
4.23K
$410K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-53- 8.08% |
$4.1K - $4.61K
|
603
$58.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-69- 0.6% |
$5.33K - $6K
|
11.3K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-100- 5.68% |
$7.73K - $8.7K
|
1.66K
$161K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-128- 2.27% |
$9.9K - $11.1K
|
5.5K
$533K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-130- 1.79% |
$10.1K - $11.3K
|
7.15K
$692K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-175- 7.7% |
$13.5K - $15.2K
|
2.1K
$203K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-192Closed |
$14.8K - $16.7K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-201- 1.82% |
$15.5K - $17.5K
|
10.9K
$1.05M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-204- 1.51% |
$15.8K - $17.7K
|
13.3K
$1.29M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-237Closed |
$18.3K - $20.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-243- 1.59% |
$18.8K - $21.1K
|
15K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-300- 5.08% |
$23.2K - $26.1K
|
5.6K
$542K
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-305- 2.01% |
$23.6K - $26.5K
|
14.9K
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-308- 6.89% |
$23.8K - $26.8K
|
4.16K
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-308- 14.62% |
$23.8K - $26.8K
|
1.8K
$174K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-329- 2.02% |
$25.4K - $28.6K
|
15.9K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-400- 0.14% |
$30.9K - $34.8K
|
292K
$28.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-424Closed |
$32.8K - $36.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-432- 6.25% |
$33.4K - $37.6K
|
6.48K
$628K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-446- 7.69% |
$34.5K - $38.8K
|
5.35K
$518K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-452- 11.13% |
$34.9K - $39.3K
|
3.61K
$350K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-468- 5.95% |
$36.2K - $40.7K
|
7.4K
$717K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-484Closed |
$37.4K - $42.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-508- 3.75% |
$39.3K - $44.2K
|
13K
$1.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-521- 0.34% |
$40.3K - $45.3K
|
153K
$14.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-550- 5.5% |
$42.5K - $47.8K
|
9.44K
$914K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-600- 4.76% |
$46.4K - $52.2K
|
12K
$1.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-600- 18.75% |
$46.4K - $52.2K
|
2.6K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-606- 0.51% |
$46.8K - $52.7K
|
119K
$11.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-680- 5.59% |
$52.6K - $59.1K
|
11.5K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-788- 15.23% |
$60.9K - $68.5K
|
4.39K
$425K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-825- 5.31% |
$63.8K - $71.8K
|
14.7K
$1.42M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.14K- 8.77% |
$87.8K - $98.8K
|
11.8K
$1.14M
|