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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.86KNew |
$762K - $898K
|
8.86K
$868K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4- 0.17% |
$344 - $405
|
2.42K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.05K+ 6.69% |
$89.8K - $106K
|
16.7K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.11KNew |
$181K - $213K
|
2.11K
$206K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
365+ 31.33% |
$31.4K - $37K
|
1.53K
$150K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
450+ 7.95% |
$38.7K - $45.6K
|
6.11K
$599K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
11.4KNew |
$976K - $1.15M
|
11.4K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$172 - $203
|
3.25K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
60+ 1.55% |
$5.16K - $6.08K
|
3.93K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.21KNew |
$190K - $224K
|
2.21K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-31- 0.76% |
$2.66K - $3.14K
|
4.07K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.87K- 19.55% |
$247K - $290K
|
11.8K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.12KNew |
$183K - $215K
|
2.12K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
59+ 0.5% |
$5.07K - $5.98K
|
11.9K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 13.01% |
$290K - $342K
|
29.3K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
43.7KNew |
$3.76M - $4.43M
|
43.7K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$86 - $101
|
9.41K
$921K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-55.3K- 89.9% |
$4.75M - $5.6M
|
6.21K
$608K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.12% |
$258 - $304
|
2.51K
$246K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.89K- 3.06% |
$162K - $191K
|
59.8K
$5.86M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.6K+ 101.69% |
$2.41M - $2.79M
|
62.7K
$6.14M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-914- 16.2% |
$69.6K - $80.7K
|
4.73K
$463K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.14% |
$152 - $177
|
1.38K
$136K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.2KNew |
$1.31M - $1.52M
|
17.2K
$1.69M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-12.6K- 29.12% |
$960K - $1.11M
|
30.7K
$3.01M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-168- 1.26% |
$12.8K - $14.8K
|
13.2K
$1.29M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-544- 3.51% |
$41.4K - $48K
|
15K
$1.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.7K+ 5.43% |
$129K - $150K
|
33K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
400New |
$30.4K - $35.3K
|
400
$39.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.47K- 11.07% |
$188K - $218K
|
19.9K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.6KNew |
$579K - $671K
|
7.6K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.54K- 97.92% |
$422K - $489K
|
118
$11.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12- 0.09% |
$913 - $1.06K
|
12.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.9K+ 72.07% |
$221K - $256K
|
6.92K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 44.21% |
$184K - $213K
|
7.88K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-29- 0.44% |
$2.21K - $2.56K
|
6.53K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.6K- 58.74% |
$1.5M - $1.74M
|
13.8K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-361- 2.39% |
$27.5K - $31.9K
|
14.8K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 3.82% |
$4.72K - $5.48K
|
1.56K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.4K+ 49.14% |
$3.38M - $3.92M
|
135K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.96K+ 1.21% |
$453K - $526K
|
499K
$48.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.1K+ 397.56% |
$3.13M - $3.63M
|
51.5K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.66K+ 35.1% |
$126K - $147K
|
6.39K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
371+ 9.72% |
$28.2K - $32.8K
|
4.19K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
204New |
$15.5K - $18K
|
204
$20K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23K+ 16.98% |
$1.75M - $2.03M
|
159K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.23KNew |
$245K - $285K
|
3.23K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.73K- 21.62% |
$208K - $241K
|
9.9K
$969K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.2KNew |
$320K - $371K
|
4.2K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.5K- 65.85% |
$1.48M - $1.72M
|
10.1K
$990K
|
|