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 |
---|---|---|---|---|---|---|---|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$86 - $101
|
2.57K
$255K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
621+ 4.15% |
$53.4K - $62.9K
|
15.6K
$1.55M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-994- 3.32% |
$85.4K - $101K
|
29K
$2.88M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31.6K+ 561.56% |
$2.71M - $3.2M
|
37.2K
$3.7M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4- 0.12% |
$344 - $405
|
3.26K
$324K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
9.33K+ 1.87% |
$802K - $945K
|
508K
$50.5M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.6KNew |
$223K - $263K
|
2.6K
$258K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-76- 2.14% |
$6.53K - $7.7K
|
3.48K
$346K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.2K- 4.41% |
$2.68M - $3.16M
|
677K
$67.3M
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.58KNew |
$566K - $666K
|
6.58K
$654K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.58KNew |
$308K - $363K
|
3.58K
$356K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19K+ 144.78% |
$1.63M - $1.92M
|
32.1K
$3.19M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.2KNew |
$877K - $1.03M
|
10.2K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.96KNew |
$856K - $1.01M
|
9.96K
$990K
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
145KNew |
$12.5M - $14.7M
|
145K
$14.4M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.31KNew |
$199K - $234K
|
2.31K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
692KNew |
$59.5M - $70.1M
|
692K
$68.8M
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
120KNew |
$10.3M - $12.2M
|
120K
$12M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-216- 5.12% |
$18.6K - $21.9K
|
4.01K
$398K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.27KNew |
$281K - $331K
|
3.27K
$325K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.02K- 46.35% |
$174K - $204K
|
2.34K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-62- 0.73% |
$5.33K - $6.28K
|
8.44K
$839K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
74.7K+ 9.09% |
$6.42M - $7.56M
|
896K
$89M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.18KNew |
$359K - $423K
|
4.18K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 17.21% |
$2.6M - $3.06M
|
206K
$20.5M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.41K- 2.78% |
$379K - $447K
|
154K
$15.3M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
131+ 1.51% |
$11.3K - $13.3K
|
8.79K
$873K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.7K+ 94.19% |
$1.61M - $1.9M
|
38.6K
$3.84M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
99.8KNew |
$8.58M - $10.1M
|
99.8K
$9.92M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
78.9K+ 72.47% |
$6.78M - $7.99M
|
188K
$18.7M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.94K+ 10.06% |
$253K - $298K
|
32.2K
$3.2M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.3K- 18.58% |
$1.31M - $1.55M
|
67K
$6.66M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
112K+ 1937.07% |
$9.59M - $11.3M
|
117K
$11.7M
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.24KNew |
$192K - $226K
|
2.24K
$222K
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.2MNew |
$103M - $121M
|
1.2M
$119M
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-120- 0.79% |
$10.3K - $12.2K
|
15.1K
$1.5M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-432- 4.6% |
$37.1K - $43.8K
|
8.95K
$890K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.73K- 57.8% |
$406K - $479K
|
3.45K
$343K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-86- 0.62% |
$7.39K - $8.71K
|
13.7K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.2K+ 52.81% |
$2.34M - $2.75M
|
78.7K
$7.82M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-160- 41.03% |
$13.8K - $16.2K
|
230
$22.9K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81- 0.59% |
$6.96K - $8.2K
|
13.7K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.18K+ 28.2% |
$102K - $120K
|
5.37K
$534K
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
70New |
$6.02K - $7.09K
|
70
$6.96K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-209- 2.17% |
$18K - $21.2K
|
9.42K
$936K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-40.9K- 4.67% |
$3.51M - $4.14M
|
833K
$82.9M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
802+ 6.77% |
$68.9K - $81.2K
|
12.6K
$1.26M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
196K+ 593.39% |
$16.8M - $19.8M
|
229K
$22.7M
|