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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-265- 2.35% |
$20.2K - $23.4K
|
11K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.18KNew |
$622K - $722K
|
8.18K
$801K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
700+ 1.18% |
$53.3K - $61.8K
|
60K
$5.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.26K- 23.8% |
$476K - $552K
|
20K
$1.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
608+ 7.98% |
$46.3K - $53.7K
|
8.23K
$806K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-116- 0.9% |
$8.83K - $10.2K
|
12.8K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-48- 1.6% |
$3.65K - $4.24K
|
2.96K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-9.31K- 68.36% |
$709K - $822K
|
4.31K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
645+ 34.4% |
$49.1K - $57K
|
2.52K
$247K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-59- 0.42% |
$4.49K - $5.21K
|
13.9K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.18% |
$304 - $353
|
2.2K
$215K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.24% |
$1.52K - $1.77K
|
8.22K
$805K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 62.62% |
$5.1K - $5.92K
|
174
$17K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.03K- 10.37% |
$230K - $267K
|
26.2K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
787New |
$59.9K - $69.5K
|
787
$77.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
151KNew |
$11.5M - $13.3M
|
151K
$14.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1K- 13.16% |
$76.1K - $88.3K
|
6.6K
$646K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
140+ 5.02% |
$10.7K - $12.4K
|
2.93K
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$152 - $177
|
4.3K
$421K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.07% |
$152 - $177
|
2.92K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.15% |
$152 - $177
|
1.37K
$134K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.11K- 69.74% |
$84.2K - $97.7K
|
480
$47K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
468+ 31.62% |
$35.6K - $41.3K
|
1.95K
$191K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.13% |
$304 - $353
|
2.99K
$293K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.14% |
$304 - $353
|
2.77K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
512+ 7.07% |
$39K - $45.2K
|
7.75K
$760K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.87KNew |
$218K - $253K
|
2.87K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.42KNew |
$184K - $214K
|
2.42K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
414+ 1.89% |
$31.5K - $36.6K
|
22.3K
$2.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-663- 4.81% |
$50.5K - $58.5K
|
13.1K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59New |
$4.49K - $5.21K
|
59
$5.78K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.14K- 11.61% |
$86.5K - $100K
|
8.65K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
903+ 2.2% |
$68.7K - $79.7K
|
42K
$4.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.06% |
$152 - $177
|
3.29K
$322K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.16% |
$1.9K - $2.21K
|
15.3K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.01K- 17.55% |
$382K - $443K
|
23.6K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.3K- 27.85% |
$1.92M - $2.23M
|
65.5K
$6.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.61K+ 3.07% |
$122K - $142K
|
54K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.14K- 4.25% |
$468K - $543K
|
139K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
6.43KNew |
$490K - $568K
|
6.43K
$630K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-41- 37.96% |
$3.12K - $3.62K
|
67
$6.56K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-300- 5.18% |
$22.8K - $26.5K
|
5.49K
$538K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$228 - $265
|
2.83K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.32KNew |
$177K - $205K
|
2.32K
$227K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
452+ 5.51% |
$34.4K - $39.9K
|
8.66K
$848K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.03% |
$152 - $177
|
6.69K
$655K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$76.1 - $88.3
|
495
$48.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-500- 7.36% |
$38.1K - $44.2K
|
6.3K
$617K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-240- 1.84% |
$18.3K - $19.7K
|
12.8K
$1.25M
|
|