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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
60+ 1.55% |
$5.16K - $6.08K
|
3.93K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
59+ 0.5% |
$5.07K - $5.98K
|
11.9K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44+ 1.59% |
$3.78K - $4.46K
|
2.82K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
30New |
$2.58K - $3.04K
|
30
$3.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$430 - $506
|
5
$505
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.09% |
$344 - $405
|
4.63K
$468K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.12% |
$258 - $304
|
2.51K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.1% |
$258 - $304
|
2.99K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.14% |
$172 - $203
|
1.39K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$172 - $203
|
2.2K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$172 - $203
|
3.25K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$172 - $203
|
2.83K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$86 - $101
|
9.41K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$86 - $101
|
4.3K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.97% |
$86 - $101
|
104
$10.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$86 - $101
|
2.92K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4- 0.17% |
$344 - $405
|
2.42K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4- 0.12% |
$344 - $405
|
3.26K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-21- 1.08% |
$1.81K - $2.13K
|
1.93K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-31- 0.76% |
$2.66K - $3.14K
|
4.07K
$411K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-40- 0.63% |
$3.44K - $4.05K
|
6.28K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-41- 1.22% |
$3.52K - $4.15K
|
3.32K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-41- 0.53% |
$3.52K - $4.15K
|
7.71K
$779K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-42- 0.76% |
$3.61K - $4.25K
|
5.45K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-60- 0.8% |
$5.16K - $6.08K
|
7.46K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-62- 0.73% |
$5.33K - $6.28K
|
8.44K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-76- 2.14% |
$6.53K - $7.7K
|
3.48K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81- 0.59% |
$6.96K - $8.2K
|
13.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-86- 0.62% |
$7.39K - $8.71K
|
13.7K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-90- 0.4% |
$7.74K - $9.12K
|
22.2K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-95- 3.48% |
$8.17K - $9.62K
|
2.63K
$266K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-108- 2.27% |
$9.28K - $10.9K
|
4.64K
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-109- 7.99% |
$9.37K - $11K
|
1.26K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-120- 25.0% |
$10.3K - $12.2K
|
360
$36.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-120- 0.79% |
$10.3K - $12.2K
|
15.1K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-140- 5.72% |
$12K - $14.2K
|
2.31K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-148- 1.17% |
$12.7K - $15K
|
12.5K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-160- 41.03% |
$13.8K - $16.2K
|
230
$23.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-171- 4.48% |
$14.7K - $17.3K
|
3.64K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-187- 3.11% |
$16.1K - $18.9K
|
5.83K
$589K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-195- 2.37% |
$16.8K - $19.7K
|
8.03K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-209- 2.17% |
$18K - $21.2K
|
9.42K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-216- 5.12% |
$18.6K - $21.9K
|
4.01K
$404K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-232- 5.74% |
$19.9K - $23.5K
|
3.81K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-331- 1.08% |
$28.5K - $33.5K
|
30.4K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-432- 4.6% |
$37.1K - $43.8K
|
8.95K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-450- 4.09% |
$38.7K - $45.6K
|
10.6K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-450- 11.22% |
$38.7K - $45.6K
|
3.56K
$359K
|