Purchases and Sales Made in Q4 2022 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q4 2022. 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 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
255K+ 4228.19% |
$14.2M - $16.1M
|
261K
$25.2M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
177KNew |
$9.86M - $11.2M
|
177K
$17.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
176K+ 30.35% |
$9.82M - $11.2M
|
757K
$73.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 57.48% |
$5.89M - $6.69M
|
290K
$28.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
91.9KNew |
$5.12M - $5.81M
|
91.9K
$8.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
86.5K+ 59.73% |
$4.82M - $5.47M
|
231K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.8K+ 8.8% |
$4.06M - $4.61M
|
901K
$87.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
72.2KNew |
$4.02M - $4.56M
|
72.2K
$6.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
63.2K+ 72.42% |
$3.52M - $4M
|
150K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
32.7K+ 269.61% |
$1.82M - $2.07M
|
44.8K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32KNew |
$1.78M - $2.02M
|
32K
$3.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
17.5K+ 3.84% |
$973K - $1.11M
|
473K
$45.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
11KNew |
$612K - $695K
|
11K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
9.44KNew |
$526K - $597K
|
9.44K
$914K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.82KNew |
$380K - $431K
|
6.82K
$660K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.68KNew |
$316K - $360K
|
5.68K
$550K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.61KNew |
$313K - $355K
|
5.61K
$543K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.2KNew |
$290K - $329K
|
5.2K
$504K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.56K+ 78.7% |
$254K - $289K
|
10.4K
$1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.56KNew |
$254K - $288K
|
4.56K
$441K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
4.46KNew |
$248K - $282K
|
4.46K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.28K+ 71.13% |
$238K - $271K
|
10.3K
$997K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.94K+ 5.32% |
$220K - $249K
|
78K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.94K+ 19.67% |
$220K - $249K
|
24K
$2.32M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.47K+ 89.36% |
$193K - $220K
|
7.35K
$712K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.99KNew |
$167K - $189K
|
2.99K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.83K+ 42.67% |
$158K - $179K
|
9.47K
$917K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.56KNew |
$143K - $162K
|
2.56K
$248K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.24K+ 23.08% |
$125K - $142K
|
11.9K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.2K+ 10.34% |
$123K - $139K
|
23.5K
$2.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.17KNew |
$121K - $137K
|
2.17K
$210K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.01KNew |
$112K - $127K
|
2.01K
$194K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.91K+ 37.22% |
$106K - $121K
|
7.05K
$682K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.77K+ 3.44% |
$98.6K - $112K
|
53.2K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.65K+ 1.27% |
$92.1K - $105K
|
131K
$12.7M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.51K+ 54.68% |
$84.3K - $95.7K
|
4.28K
$414K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.35KNew |
$75.1K - $85.3K
|
1.35K
$131K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.33K+ 33.92% |
$73.9K - $83.9K
|
5.24K
$507K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 32.66% |
$69.8K - $79.3K
|
5.09K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.23K+ 1.29% |
$68.2K - $77.5K
|
96.5K
$9.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21K+ 67.19% |
$67.3K - $76.4K
|
3.01K
$291K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.15K+ 11.97% |
$64K - $72.7K
|
10.8K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.02K+ 11.69% |
$57K - $64.8K
|
9.78K
$947K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
800New |
$44.6K - $50.6K
|
800
$77.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
694+ 5.3% |
$38.6K - $43.9K
|
13.8K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
651New |
$36.3K - $41.2K
|
651
$63K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
640New |
$35.6K - $40.5K
|
640
$62K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
636New |
$35.4K - $40.2K
|
636
$61.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
633+ 6.27% |
$35.3K - $40K
|
10.7K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
605New |
$33.7K - $38.3K
|
605
$58.6K
|