Latest Institutional Transactions on Ishares U.S. Consumer Discreti (IYC)
This table provides information on the latest institutional transactions involving Ishares U.S. Consumer Discreti (IYC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.14K- 9.04% |
$90.3K - $114K
|
11.5K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
248+ 9.77% |
$19.6K - $24.7K
|
2.79K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-320- 34.22% |
$25.3K - $31.9K
|
615
$62.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.12KNew |
$168K - $212K
|
2.12K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.04% |
$79.2 - $99.6
|
2.32K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
212+ 100.95% |
$16.8K - $21.1K
|
422
$42.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.3K+ 18.94% |
$182K - $229K
|
14.4K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.06K+ 38.79% |
$84K - $106K
|
3.8K
$385K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$79.2 - $99.6
|
2.93K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.04K- 35.28% |
$241K - $303K
|
5.58K
$566K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
10.2KNew |
$811K - $1.02M
|
10.2K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
684New |
$54.2K - $68.2K
|
684
$69.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 10.04% |
$118K - $148K
|
13.4K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35.9KNew |
$2.84M - $3.58M
|
35.9K
$3.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$79.2 - $99.6
|
497
$50.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
17.1KNew |
$1.35M - $1.7M
|
17.1K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18+ 0.32% |
$1.43K - $1.79K
|
5.72K
$580K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
63+ 2.22% |
$4.99K - $6.28K
|
2.9K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-313- 86.23% |
$24.8K - $31.2K
|
50
$5.07K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-970- 4.36% |
$76.8K - $96.7K
|
21.3K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.41KNew |
$745K - $937K
|
9.41K
$955K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
479+ 1.16% |
$37.9K - $47.7K
|
41.9K
$4.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
507+ 1.04% |
$40.1K - $50.5K
|
49.2K
$4.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
20.7K+ 12.11% |
$1.64M - $2.06M
|
191K
$19.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
121+ 4.34% |
$9.58K - $12.1K
|
2.91K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-64- 0.23% |
$5.07K - $6.38K
|
27.7K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-370- 7.08% |
$29.3K - $36.9K
|
4.85K
$493K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
58.9KNew |
$4.66M - $5.87M
|
58.9K
$5.97M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$158 - $199
|
4.31K
$437K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-177- 1.41% |
$14K - $17.6K
|
12.3K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-447- 3.74% |
$35.4K - $44.5K
|
11.5K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.29K- 21.07% |
$181K - $228K
|
8.57K
$869K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
114New |
$9.03K - $11.4K
|
114
$11.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
1.1K+ 10.25% |
$87.4K - $110K
|
11.9K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
117+ 243.75% |
$9.27K - $11.7K
|
165
$16.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-444- 19.82% |
$35.2K - $44.2K
|
1.8K
$182K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-240- 7.89% |
$19K - $23.9K
|
2.8K
$284K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.57K- 2.67% |
$124K - $156K
|
57.1K
$5.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
130+ 4.62% |
$10.3K - $13K
|
2.94K
$299K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10KNew |
$792K - $997K
|
10K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-2.07K- 3.42% |
$164K - $206K
|
58.3K
$5.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.16% |
$317 - $399
|
2.52K
$255K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-7.92K- 13.28% |
$627K - $789K
|
51.7K
$5.25M
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.33K+ 55.11% |
$114K - $135K
|
3.75K
$380K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21.2K- 64.0% |
$1.82M - $2.15M
|
11.9K
$1.21M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.12K- 66.67% |
$267K - $316K
|
1.56K
$158K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-11.1K- 67.62% |
$951K - $1.12M
|
5.32K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.1K+ 5.82% |
$4.47M - $5.27M
|
948K
$96.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
106K+ 15.59% |
$9.05M - $10.7M
|
783K
$79.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.59KNew |
$222K - $262K
|
2.59K
$263K
|
|