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 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-496- 1.9% |
$42.6K - $50.2K
|
25.7K
$2.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-500- 3.91% |
$43K - $50.6K
|
12.3K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-587- 4.22% |
$50.5K - $59.5K
|
13.3K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-850- 1.55% |
$73.1K - $86.1K
|
53.8K
$5.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-857- 6.74% |
$73.7K - $86.8K
|
11.9K
$1.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-994- 3.32% |
$85.4K - $101K
|
29K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.1K- 25.49% |
$94.4K - $111K
|
3.21K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.4K- 9.66% |
$120K - $142K
|
13.1K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 23.92% |
$162K - $191K
|
5.99K
$605K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.89K- 3.06% |
$162K - $191K
|
59.8K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.02K- 46.35% |
$174K - $204K
|
2.34K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.27K- 4.24% |
$195K - $229K
|
51.1K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.87K- 19.55% |
$247K - $290K
|
11.8K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-4.4K- 57.89% |
$378K - $446K
|
3.2K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.41K- 2.78% |
$379K - $447K
|
154K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.73K- 57.8% |
$406K - $479K
|
3.45K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.05K- 8.06% |
$434K - $512K
|
57.6K
$5.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.14K- 41.43% |
$614K - $723K
|
10.1K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.3K- 18.58% |
$1.31M - $1.55M
|
67K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.2K- 4.41% |
$2.68M - $3.16M
|
677K
$68.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-40.9K- 4.67% |
$3.51M - $4.14M
|
833K
$84.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-55.3K- 89.9% |
$4.75M - $5.6M
|
6.21K
$627K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-79.8K- 59.27% |
$6.86M - $8.08M
|
54.9K
$5.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-148K- 98.52% |
$12.8M - $15M
|
2.24K
$226K
|