Purchases and Sales Made in Q4 2024 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q4 2024. 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, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.94K+ 10.06% |
$253K - $298K
|
32.2K
$3.25M
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.9KNew |
$249K - $293K
|
2.9K
$292K
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.81KNew |
$242K - $285K
|
2.81K
$284K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.66KNew |
$229K - $269K
|
2.66K
$269K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.6KNew |
$223K - $263K
|
2.6K
$263K
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$206K - $243K
|
2.4K
$242K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.4K+ 100.0% |
$206K - $243K
|
4.8K
$485K
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.32KNew |
$200K - $235K
|
2.32K
$234K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.31KNew |
$199K - $234K
|
2.31K
$233K
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.24KNew |
$192K - $226K
|
2.24K
$226K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.24K+ 3.41% |
$192K - $226K
|
67.7K
$6.84M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.23KNew |
$192K - $226K
|
2.23K
$225K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.21KNew |
$190K - $224K
|
2.21K
$223K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.12KNew |
$183K - $215K
|
2.12K
$214K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.12KNew |
$182K - $214K
|
2.12K
$214K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.11KNew |
$181K - $213K
|
2.11K
$213K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.1KNew |
$181K - $213K
|
2.1K
$212K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.58K+ 313.1% |
$136K - $160K
|
2.08K
$210K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.55K+ 10.31% |
$133K - $156K
|
16.5K
$1.67M
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 3.03% |
$109K - $129K
|
43.2K
$4.37M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.18K+ 28.2% |
$102K - $120K
|
5.37K
$542K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.06K+ 40.77% |
$91.1K - $107K
|
3.66K
$370K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.05K+ 6.69% |
$89.8K - $106K
|
16.7K
$1.68M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
900+ 48.05% |
$77.4K - $91.2K
|
2.77K
$280K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
832+ 28.85% |
$71.5K - $84.3K
|
3.72K
$375K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
802+ 6.77% |
$68.9K - $81.2K
|
12.6K
$1.28M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
730+ 6.11% |
$62.8K - $73.9K
|
12.7K
$1.28M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
621+ 4.15% |
$53.4K - $62.9K
|
15.6K
$1.57M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600+ 576.92% |
$51.6K - $60.8K
|
704
$71.1K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
551+ 316.67% |
$47.4K - $55.8K
|
725
$73.2K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
487+ 9.99% |
$41.9K - $49.3K
|
5.36K
$541K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
450+ 7.95% |
$38.7K - $45.6K
|
6.11K
$617K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
365+ 31.33% |
$31.4K - $37K
|
1.53K
$154K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
330+ 2.23% |
$28.4K - $33.4K
|
15.1K
$1.53M
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
330New |
$28.4K - $33.4K
|
330
$33.3K
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
322+ 0.54% |
$27.7K - $32.6K
|
60.3K
$6.09M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
301+ 4.5% |
$25.9K - $30.5K
|
6.99K
$705K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
268+ 29.39% |
$23K - $27.1K
|
1.18K
$119K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
215+ 3.36% |
$18.5K - $21.8K
|
6.61K
$668K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
209+ 0.56% |
$18K - $21.2K
|
37.6K
$3.8M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
175New |
$15K - $17.7K
|
175
$17.7K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
143New |
$12.3K - $14.5K
|
143
$14.4K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
140+ 2.57% |
$12K - $14.2K
|
5.58K
$564K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
131+ 1.51% |
$11.3K - $13.3K
|
8.79K
$887K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
120+ 4.76% |
$10.3K - $12.2K
|
2.64K
$267K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
118+ 3.93% |
$10.1K - $12K
|
3.12K
$315K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
104+ 31.52% |
$8.94K - $10.5K
|
434
$43.8K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$8.51K - $10K
|
99
$10K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
87New |
$7.48K - $8.81K
|
87
$8.79K
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
70New |
$6.02K - $7.09K
|
70
$7.07K
|