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
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-573- 4.53% |
$31.9K - $36.2K
|
12.1K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-604- 8.23% |
$33.6K - $38.2K
|
6.74K
$653K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-618- 4.19% |
$34.4K - $39.1K
|
14.1K
$1.37M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-811- 17.67% |
$45.2K - $51.3K
|
3.78K
$366K
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-893- 2.15% |
$49.7K - $56.5K
|
40.7K
$3.94M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.03K- 33.55% |
$57.2K - $65K
|
2.04K
$197K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.15K- 24.47% |
$63.9K - $72.6K
|
3.54K
$343K
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.18K- 12.51% |
$65.7K - $74.6K
|
8.25K
$799K
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.2K- 12.66% |
$66.8K - $75.9K
|
8.28K
$802K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.45K- 3.27% |
$80.6K - $91.6K
|
42.8K
$4.14M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.62K- 19.16% |
$90.4K - $103K
|
6.85K
$663K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.05K- 21.78% |
$114K - $129K
|
7.35K
$712K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.68K- 18.25% |
$149K - $170K
|
12K
$1.16M
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-2.72K- 32.89% |
$151K - $172K
|
5.55K
$537K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.84K- 1.98% |
$158K - $180K
|
141K
$13.6M
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.29K- 7.66% |
$183K - $208K
|
39.6K
$3.84M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.45K- 20.54% |
$192K - $218K
|
13.3K
$1.29M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.3K- 5.78% |
$239K - $272K
|
70K
$6.78M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.16K- 44.9% |
$287K - $326K
|
6.33K
$613K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.65K- 6.24% |
$315K - $357K
|
84.9K
$8.22M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.86K- 17.55% |
$382K - $434K
|
32.2K
$3.12M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.14K- 8.78% |
$398K - $452K
|
74.2K
$7.19M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.82K- 32.72% |
$435K - $494K
|
16.1K
$1.56M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-9.8K- 43.56% |
$546K - $620K
|
12.7K
$1.23M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.9K- 71.73% |
$607K - $689K
|
4.29K
$416K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12K- 70.83% |
$670K - $761K
|
4.96K
$480K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.6K- 56.71% |
$1.31M - $1.49M
|
18K
$1.74M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.3K- 8.98% |
$1.63M - $1.85M
|
297K
$28.8M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-55.5K- 93.92% |
$3.09M - $3.51M
|
3.59K
$348K
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80.6K- 43.38% |
$4.49M - $5.1M
|
105K
$10.2M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80.6K- 43.38% |
$4.49M - $5.1M
|
105K
$10.2M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-158K- 49.66% |
$8.81M - $10M
|
160K
$15.5M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-255K- 97.7% |
$14.2M - $16.1M
|
6K
$581K
|