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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-659- 5.58% |
$56.5K - $66.7K
|
11.1K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
369New |
$31.6K - $37.3K
|
369
$37K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.07% |
$171 - $202
|
2.93K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.09K+ 6.99% |
$93.3K - $110K
|
16.7K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-143- 50.0% |
$12.3K - $14.5K
|
143
$14.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-200- 4.9% |
$17.1K - $20.2K
|
3.88K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-476- 7.56% |
$40.8K - $48.2K
|
5.82K
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 29.26% |
$130K - $153K
|
6.68K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.15% |
$85.7 - $101
|
88
$8.82K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.54KNew |
$218K - $257K
|
2.54K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
220+ 10.48% |
$18.9K - $22.3K
|
2.32K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-581- 2.26% |
$49.8K - $58.8K
|
25.1K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
70New |
$6K - $7.08K
|
70
$7.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.91K+ 210.1% |
$507K - $598K
|
8.72K
$874K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.5K+ 101.17% |
$2.78M - $3.29M
|
64.6K
$6.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.65KNew |
$570K - $673K
|
6.65K
$666K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.04K- 67.97% |
$89.1K - $105K
|
490
$49.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-156- 1.37% |
$13.4K - $15.8K
|
11.2K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
68New |
$5.83K - $6.88K
|
68
$6.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.1% |
$171 - $202
|
1.93K
$193K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-13.6K- 56.37% |
$1.16M - $1.37M
|
10.5K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.18KNew |
$615K - $727K
|
7.18K
$719K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.12% |
$343 - $405
|
3.26K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
12.6KNew |
$1.08M - $1.28M
|
12.6K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$17.1K - $20.2K
|
200
$20K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39.8K- 26.89% |
$3.42M - $4.03M
|
108K
$10.9M
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.12KNew |
$182K - $214K
|
2.12K
$212K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
374+ 7.91% |
$32.1K - $37.9K
|
5.1K
$511K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$86 - $101
|
2.57K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
692KNew |
$59.5M - $70.1M
|
692K
$69.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.58KNew |
$308K - $363K
|
3.58K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.58KNew |
$566K - $666K
|
6.58K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-76- 2.14% |
$6.53K - $7.7K
|
3.48K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.6KNew |
$223K - $263K
|
2.6K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
145KNew |
$12.5M - $14.7M
|
145K
$14.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.31KNew |
$199K - $234K
|
2.31K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.18KNew |
$359K - $423K
|
4.18K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
120KNew |
$10.3M - $12.2M
|
120K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.2MNew |
$103M - $121M
|
1.2M
$120M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.24KNew |
$192K - $226K
|
2.24K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
99.8KNew |
$8.58M - $10.1M
|
99.8K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.73K- 57.8% |
$406K - $479K
|
3.45K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-209- 2.17% |
$18K - $21.2K
|
9.42K
$944K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.18K+ 28.2% |
$102K - $120K
|
5.37K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-160- 41.03% |
$13.8K - $16.2K
|
230
$23K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-450- 4.09% |
$38.7K - $45.6K
|
10.6K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-40- 0.63% |
$3.44K - $4.05K
|
6.28K
$629K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-4.4K- 57.89% |
$378K - $446K
|
3.2K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-95- 3.48% |
$8.17K - $9.62K
|
2.63K
$264K
|
|