United Capital Financial Advisers, LLC Ishares U.S. Consumer Discreti Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 54,663 shares of IYC stock, worth $5.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
54,663
Previous 55,470 1.45%
Holding current value
$5.35 Million
Previous $4.51 Million 6.63%
% of portfolio
0.02%
Previous 0.04%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$76.12 - $88.31 $61,428 - $71,266
-807 Reduced 1.45%
54,663 $4.81 Million
Q2 2024

Aug 14, 2024
SELL
$76.27 - $81.91 $46,295 - $49,719
-607 Reduced 1.08%
55,470 $4.51 Million
Q1 2024

May 15, 2024
SELL
$73.41 - $82.04 $289,235 - $323,237
-3,940 Reduced 6.56%
56,077 $4.6 Million
Q4 2023

Feb 14, 2024
SELL
$63.1 - $76.8 $1.87 Million - $2.28 Million
-29,679 Reduced 33.09%
60,017 $4.55 Million
Q3 2023

Nov 14, 2023
SELL
$66.15 - $73.83 $22,424 - $25,028
-339 Reduced 0.38%
89,696 $6.01 Million
Q2 2023

Aug 14, 2023
SELL
$62.69 - $71.17 $160,298 - $181,981
-2,557 Reduced 2.76%
90,035 $6.41 Million
Q1 2023

Aug 14, 2023
BUY
$56.77 - $67.68 $145,160 - $173,057
2,557 Added 2.84%
92,592 $5.99 Million
Q1 2023

May 15, 2023
SELL
$56.77 - $67.68 $222,992 - $265,847
-3,928 Reduced 4.07%
92,592 $5.99 Million
Q4 2022

Feb 14, 2023
BUY
$55.69 - $63.26 $68,220 - $77,493
1,225 Added 1.29%
96,520 $5.5 Million
Q3 2022

Nov 14, 2022
BUY
$57.71 - $70.4 $129,039 - $157,414
2,236 Added 2.4%
95,295 $5.55 Million
Q2 2022

Aug 11, 2022
SELL
$55.58 - $76.32 $21,898 - $30,070
-394 Reduced 0.42%
93,059 $5.28 Million
Q1 2022

May 16, 2022
SELL
$67.88 - $85.29 $187,688 - $235,826
-2,765 Reduced 2.87%
93,453 $7.01 Million
Q4 2021

Feb 14, 2022
BUY
$77.31 - $86.98 $420,643 - $473,258
5,441 Added 5.99%
96,218 $8.08 Million
Q3 2021

Nov 15, 2021
BUY
$76.19 - $80.2 $94,094 - $99,047
1,235 Added 1.38%
90,777 $7.02 Million
Q2 2021

Aug 13, 2021
BUY
$74.19 - $78.41 $138,141 - $145,999
1,862 Added 2.12%
89,542 $6.95 Million
Q1 2021

May 14, 2021
BUY
$68.94 - $76.22 $145,049 - $160,366
2,104 Added 2.46%
87,680 $6.56 Million
Q4 2020

Feb 17, 2021
BUY
$60.62 - $70.5 $3.92 Million - $4.56 Million
64,678 Added 309.49%
85,576 $6.03 Million
Q3 2020

Nov 13, 2020
SELL
$55.33 - $65.18 $33,695 - $39,694
-609 Reduced 2.83%
20,898 $5.23 Million
Q2 2020

Aug 13, 2020
BUY
$41.98 - $58.28 $95,042 - $131,945
2,264 Added 11.77%
21,507 $4.71 Million
Q1 2020

May 15, 2020
SELL
$39.8 - $59.67 $40,635 - $60,923
-1,021 Reduced 5.04%
19,243 $3.41 Million
Q4 2019

Feb 14, 2020
BUY
$53.17 - $57.47 $51,202 - $55,343
963 Added 4.99%
20,264 $4.63 Million
Q3 2019

Nov 14, 2019
SELL
$53.95 - $56.11 $27,244 - $28,335
-505 Reduced 2.55%
19,301 $4.2 Million
Q2 2019

Aug 13, 2019
BUY
N/A
7,024 Added 54.95%
19,806 $4.31 Million
Q1 2019

May 14, 2019
SELL
N/A
-1,595 Reduced 11.09%
12,782 $2.61 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-20,879 Reduced 59.22%
14,377 $2.6 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-13,022 Reduced 26.97%
35,256 $7.47 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-5,208 Reduced 9.74%
48,278 $9.35 Million
Q1 2018

May 15, 2018
BUY
N/A
8,789 Added 19.66%
53,486 $9.75 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-2,522 Reduced 5.34%
44,697 $8.06 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-7,511 Reduced 13.72%
47,219 $7.75 Million
Q2 2017

Aug 14, 2017
BUY
N/A
54,730
54,730 $8.98 Million

Others Institutions Holding IYC

# of Institutions
236
Shares Held
7.03M
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
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