Purchases and Sales Made in Q4 2023 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q4 2023. 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, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.73KNew |
$172K - $209K
|
2.73K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.72KNew |
$171K - $209K
|
2.72K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.67KNew |
$168K - $205K
|
2.67K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.53K+ 24.17% |
$159K - $194K
|
13K
$1.26M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.94KNew |
$122K - $149K
|
1.94K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8K+ 26.87% |
$114K - $138K
|
8.5K
$823K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 40.09% |
$93.6K - $114K
|
5.18K
$502K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.08K+ 8.95% |
$68.4K - $83.3K
|
13.2K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
842+ 5.89% |
$53.1K - $64.7K
|
15.1K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
801+ 0.11% |
$50.5K - $61.5K
|
712K
$68.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
675+ 5.89% |
$42.6K - $51.8K
|
12.1K
$1.18M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
673+ 5.47% |
$42.5K - $51.7K
|
13K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
620+ 4.33% |
$39.1K - $47.6K
|
14.9K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
593New |
$37.4K - $45.5K
|
593
$57.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
580New |
$36.6K - $44.5K
|
580
$56.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
545New |
$34.4K - $41.9K
|
545
$52.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
386+ 1.36% |
$24.4K - $29.6K
|
28.7K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
380+ 10.27% |
$24K - $29.2K
|
4.08K
$395K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
363+ 8.59% |
$22.9K - $27.9K
|
4.59K
$444K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
348+ 5.64% |
$22K - $26.7K
|
6.52K
$632K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
341New |
$21.5K - $26.2K
|
341
$33K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
331+ 3.29% |
$20.9K - $25.4K
|
10.4K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
322New |
$20.3K - $24.7K
|
322
$31.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
254+ 1.0% |
$16K - $19.5K
|
25.7K
$2.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
233+ 6.14% |
$14.7K - $17.9K
|
4.03K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
230New |
$14.5K - $17.7K
|
230
$22.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
222+ 3.19% |
$14K - $17K
|
7.17K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
216+ 163.64% |
$13.6K - $16.6K
|
348
$33.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
185+ 4.22% |
$11.7K - $14.2K
|
4.57K
$442K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
154+ 102.67% |
$9.72K - $11.8K
|
304
$29.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
136+ 100.0% |
$8.58K - $10.4K
|
272
$26.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
106New |
$6.69K - $8.14K
|
106
$10.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
85+ 1.07% |
$5.36K - $6.53K
|
8.07K
$781K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
84+ 0.76% |
$5.3K - $6.45K
|
11.1K
$1.07M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64+ 15.53% |
$4.04K - $4.92K
|
476
$46.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
52+ 1.09% |
$3.28K - $3.99K
|
4.83K
$468K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 0.2% |
$1.89K - $2.3K
|
15.1K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
16+ 0.35% |
$1.01K - $1.23K
|
4.61K
$446K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.22% |
$820 - $998
|
5.89K
$570K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.28% |
$757 - $922
|
4.29K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9+ 0.24% |
$568 - $691
|
3.8K
$368K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9+ 0.29% |
$568 - $691
|
3.07K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8+ 0.37% |
$505 - $614
|
2.19K
$212K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.16% |
$379 - $461
|
3.68K
$356K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.37% |
$316 - $384
|
1.36K
$132K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.27% |
$252 - $307
|
1.48K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3+ 0.04% |
$189 - $230
|
8.51K
$824K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.41% |
$126 - $154
|
493
$47.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.36% |
$126 - $154
|
553
$53.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1+ 0.01% |
$63.1 - $76.8
|
9.61K
$930K
|