Gladstone Institutional Advisory LLC Ishares U.S. Consumer Discreti Transaction History

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 2,587 shares of IYC stock, worth $225,534. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,587
Holding current value
$225,534
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$85.71 - $101.2 $221,731 - $261,804
2,587 New
2,587 $228,000
Q1 2020

May 14, 2020
SELL
$39.8 - $59.67 $45,133 - $67,665
-1,134 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$53.17 - $57.47 $9,038 - $9,769
-170 Reduced 13.04%
1,134 $259,000
Q3 2019

Nov 13, 2019
SELL
$53.95 - $56.11 $5,826 - $6,059
-108 Reduced 7.65%
1,304 $283,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,412 New
1,412 $307,000

Others Institutions Holding IYC

# of Institutions
265
Shares Held
9.91M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email