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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.44K- 30.93% |
$123K - $145K
|
3.21K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.7K+ 37.7% |
$1.86M - $2.2M
|
79.4K
$7.95M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-69- 1.08% |
$5.91K - $6.98K
|
6.32K
$634K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.73K+ 128.98% |
$663K - $782K
|
13.7K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
50.4KNew |
$4.32M - $5.1M
|
50.4K
$5.05M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.17% |
$429 - $506
|
3K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-32.1K- 86.41% |
$2.75M - $3.25M
|
5.05K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-107- 1.92% |
$9.17K - $10.8K
|
5.48K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.92K+ 5.79% |
$336K - $397K
|
71.6K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-49- 14.04% |
$4.2K - $4.96K
|
300
$30.1K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.1K+ 62.15% |
$2.92M - $3.45M
|
88.9K
$8.91M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.6KNew |
$223K - $263K
|
2.6K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11New |
$943 - $1.11K
|
11
$1.1K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-979- 3.38% |
$83.9K - $99.1K
|
28K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.4K- 50.0% |
$206K - $243K
|
2.4K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-642- 15.77% |
$55K - $65K
|
3.43K
$344K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-494- 9.21% |
$42.3K - $50K
|
4.87K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-162- 22.34% |
$13.9K - $16.4K
|
563
$56.4K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
4.52K+ 2.53% |
$387K - $457K
|
183K
$18.3M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-190- 3.53% |
$16.3K - $19.2K
|
5.19K
$520K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
182K+ 2406.26% |
$15.6M - $18.4M
|
190K
$19M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 10.24% |
$1.47M - $1.74M
|
185K
$18.6M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
24.6KNew |
$2.11M - $2.49M
|
24.6K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-165- 2.06% |
$14.1K - $16.7K
|
7.86K
$788K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.69K+ 299.96% |
$573K - $677K
|
8.92K
$894K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-162- 1.18% |
$13.9K - $16.4K
|
13.6K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.8K- 44.48% |
$2.55M - $3.02M
|
37.2K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
584+ 2.07% |
$50.1K - $59.1K
|
28.8K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.79K- 6.51% |
$153K - $181K
|
25.7K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
497+ 15.92% |
$42.6K - $50.3K
|
3.62K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.89KNew |
$505K - $596K
|
5.89K
$591K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21+ 0.58% |
$1.8K - $2.13K
|
3.66K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
116+ 5.57% |
$9.94K - $11.7K
|
2.2K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.04K- 7.88% |
$88.8K - $105K
|
12.1K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-826- 14.16% |
$70.8K - $83.6K
|
5.01K
$502K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-119- 1.7% |
$10.2K - $12K
|
6.87K
$688K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
2.99KNew |
$256K - $303K
|
2.99K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84- 29.17% |
$7.2K - $8.5K
|
204
$20.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2- 2.7% |
$171 - $202
|
72
$7.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-406- 8.76% |
$34.8K - $41.1K
|
4.23K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-304- 4.9% |
$26.1K - $30.8K
|
5.91K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.32MNew |
$113M - $133M
|
1.32M
$132M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.42KNew |
$379K - $447K
|
4.42K
$443K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.16% |
$171 - $202
|
1.26K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3K- 35.05% |
$257K - $304K
|
5.56K
$557K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.54K+ 13.36% |
$389K - $460K
|
38.6K
$3.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
341New |
$29.2K - $34.5K
|
341
$34.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.71K- 18.28% |
$233K - $275K
|
12.1K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-996- 5.98% |
$85.4K - $101K
|
15.7K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-82- 18.89% |
$7.03K - $8.3K
|
352
$35.3K
|