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 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
533+ 9.17% |
$29.7K - $33.7K
|
6.35K
$614K
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
300New |
$16.7K - $19K
|
300
$29K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
255New |
$14.2K - $16.1K
|
255
$24.7K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
240New |
$13.4K - $15.2K
|
240
$23.2K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
212+ 2.6% |
$11.8K - $13.4K
|
8.37K
$810K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$11.1K - $12.7K
|
200
$19.4K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
162New |
$9.02K - $10.2K
|
162
$15.7K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
160+ 69.57% |
$8.91K - $10.1K
|
390
$37.8K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
152+ 1.86% |
$8.46K - $9.62K
|
8.31K
$805K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
137New |
$7.63K - $8.67K
|
137
$13.3K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
136+ 2.7% |
$7.57K - $8.6K
|
5.17K
$500K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
136+ 2.7% |
$7.57K - $8.6K
|
5.17K
$500K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
54New |
$3.01K - $3.42K
|
54
$5.23K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49+ 0.24% |
$2.73K - $3.1K
|
20.1K
$1.95M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43+ 0.15% |
$2.39K - $2.72K
|
28K
$2.71M
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
29New |
$1.62K - $1.83K
|
29
$2.81K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11+ 0.22% |
$613 - $696
|
5.03K
$487K
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$390 - $443
|
4.89K
$473K
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.14% |
$390 - $443
|
4.89K
$473K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.08% |
$167 - $190
|
3.77K
$365K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.41% |
$111 - $127
|
489
$47.3K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$111 - $127
|
5.22K
$505K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$111 - $127
|
6.59K
$638K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2+ 0.03% |
$111 - $127
|
6.08K
$589K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$55.7 - $63.3
|
1
$96.8
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.55% |
$55.7 - $63.3
|
182
$17.6K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$55.7 - $63.3
|
549
$53.2K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.05% |
$55.7 - $63.3
|
1.98K
$192K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-4- 0.7% |
$223 - $253
|
570
$55.2K
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.07% |
$557 - $633
|
14.9K
$1.45M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-20- 0.37% |
$1.11K - $1.27K
|
5.39K
$522K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-23- 0.24% |
$1.28K - $1.45K
|
9.44K
$914K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-25- 3.47% |
$1.39K - $1.58K
|
696
$67.4K
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-30- 0.38% |
$1.67K - $1.9K
|
7.9K
$765K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 1.62% |
$2.23K - $2.53K
|
2.44K
$236K
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-80- 1.53% |
$4.46K - $5.06K
|
5.16K
$500K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-95- 8.05% |
$5.29K - $6.01K
|
1.09K
$105K
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-100- 0.77% |
$5.57K - $6.33K
|
12.9K
$1.25M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-101- 1.4% |
$5.62K - $6.39K
|
7.1K
$688K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-161- 11.78% |
$8.97K - $10.2K
|
1.21K
$117K
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-171- 0.29% |
$9.52K - $10.8K
|
58.4K
$5.65M
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-215- 2.3% |
$12K - $13.6K
|
9.15K
$886K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-276- 46.62% |
$15.4K - $17.5K
|
316
$30.6K
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-339- 2.39% |
$18.9K - $21.4K
|
13.8K
$1.34M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-344- 50.0% |
$19.2K - $21.8K
|
344
$33.3K
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-367- 0.99% |
$20.4K - $23.2K
|
36.6K
$3.55M
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-419- 4.72% |
$23.3K - $26.5K
|
8.46K
$819K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-497- 12.33% |
$27.7K - $31.4K
|
3.53K
$342K
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-525- 11.05% |
$29.2K - $33.2K
|
4.23K
$409K
|