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 |
|---|---|---|---|---|---|---|---|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-12- 0.12% |
$915 - $983
|
9.63K
$943K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.25K+ 98.87% |
$248K - $266K
|
6.54K
$640K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
353+ 7.81% |
$26.9K - $28.9K
|
4.88K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9KNew |
$686K - $737K
|
9K
$882K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
11KNew |
$839K - $901K
|
11K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.84KNew |
$217K - $233K
|
2.84K
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.16K+ 16.93% |
$88.2K - $94.7K
|
7.98K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.1KNew |
$2.53M - $2.71M
|
33.1K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.3KNew |
$940K - $1.01M
|
12.3K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
263New |
$20.1K - $21.5K
|
263
$25.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-368Closed |
$28.1K - $30.1K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.4K- 19.5% |
$106K - $114K
|
5.76K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
52New |
$3.97K - $4.26K
|
52
$5.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
916+ 6.96% |
$69.9K - $75K
|
14.1K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.11K- 9.83% |
$85K - $91.2K
|
10.2K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.8K- 17.36% |
$823K - $884K
|
51.4K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$76.3 - $81.9
|
2.73K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-200- 4.67% |
$15.3K - $16.4K
|
4.08K
$400K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 11.93% |
$99.2K - $106K
|
9.6K
$940K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-576- 12.93% |
$43.9K - $47.2K
|
3.88K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.91KNew |
$374K - $402K
|
4.91K
$481K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-375- 5.98% |
$28.6K - $30.7K
|
5.9K
$578K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
449New |
$34.2K - $36.8K
|
449
$44K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-188- 39.5% |
$14.3K - $15.4K
|
288
$28.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-400- 31.65% |
$30.5K - $32.8K
|
864
$84.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-92- 1.3% |
$7.02K - $7.54K
|
7K
$686K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
850+ 26.9% |
$64.8K - $69.6K
|
4.01K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
200+ 66.67% |
$15.3K - $16.4K
|
500
$49K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
500New |
$38.1K - $41K
|
500
$49K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
302+ 149.5% |
$23K - $24.7K
|
504
$49.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
55New |
$4.19K - $4.51K
|
55
$5.39K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.97KNew |
$150K - $162K
|
1.97K
$193K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
330New |
$25.2K - $27K
|
330
$32.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$76.3 - $81.9
|
5.22K
$512K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
411+ 3.78% |
$31.3K - $33.7K
|
11.3K
$1.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
524New |
$40K - $42.9K
|
524
$51.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2.98KNew |
$227K - $244K
|
2.98K
$292K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
208New |
$15.9K - $17K
|
208
$20.4K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.95K+ 13.6% |
$437K - $488K
|
49.7K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-500- 8.47% |
$36.7K - $41K
|
5.4K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
29.4K+ 57.85% |
$2.16M - $2.41M
|
80.2K
$7.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.57K- 26.98% |
$115K - $129K
|
4.25K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.86KNew |
$577K - $645K
|
7.86K
$770K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-27- 0.49% |
$1.98K - $2.22K
|
5.5K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
$755K - $844K
|
10.3K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.3K+ 76.15% |
$976K - $1.09M
|
30.7K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.6KNew |
$191K - $213K
|
2.6K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
108New |
$7.93K - $8.86K
|
108
$10.6K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
18K+ 27.93% |
$1.32M - $1.48M
|
82.5K
$8.08M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-16- 15.38% |
$1.17K - $1.31K
|
88
$8.62K
|
|