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 30, 2019
Q2 2019
|
Grimes & Company, Inc.
|
SELL
|
- |
-82.1KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-191Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-320Closed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-67.2KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-98Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-133Closed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.84KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-56Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.36KClosed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-91Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.25KClosed |
N/A
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-18.1KClosed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-2.18KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
23New |
N/A
|
23
$2.33K
|
|
|
Feb 12, 2019
Q4 2018
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.78KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-136Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.57KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.91KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 28, 2020
Q3 2018
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
149KNew |
N/A
|
149K
$15.1M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.83KNew |
N/A
|
9.83K
$994K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17New |
N/A
|
17
$1.72K
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-205Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 01, 2018
Q1 2018
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.09KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-82.2KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.26KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$101
|
|
|
Oct 31, 2017
Q3 2017
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-16.3KClosed |
N/A
|
0
$0
|
|
| Q1 2016 | |||||||
|
Jul 25, 2019
Q1 2016
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
710+ 0.91% |
N/A
|
78.6K
$7.95M
|
|