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 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$76.3 - $81.9
|
5.22K
$528K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
411+ 3.78% |
$31.3K - $33.7K
|
11.3K
$1.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
524New |
$40K - $42.9K
|
524
$53K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
208New |
$15.9K - $17K
|
208
$21K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.95K+ 13.6% |
$437K - $488K
|
49.7K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-500- 8.47% |
$36.7K - $41K
|
5.4K
$546K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
29.4K+ 57.85% |
$2.16M - $2.41M
|
80.2K
$8.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.86KNew |
$577K - $645K
|
7.86K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.57K- 26.98% |
$115K - $129K
|
4.25K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-27- 0.49% |
$1.98K - $2.22K
|
5.5K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.3K+ 76.15% |
$976K - $1.09M
|
30.7K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.6KNew |
$191K - $213K
|
2.6K
$263K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
108New |
$7.93K - $8.86K
|
108
$10.9K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
18K+ 27.93% |
$1.32M - $1.48M
|
82.5K
$8.33M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-16- 15.38% |
$1.17K - $1.31K
|
88
$8.9K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.44K+ 2.49% |
$106K - $118K
|
59.3K
$5.99M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
81New |
$5.95K - $6.65K
|
81
$8.19K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-2.48K- 16.41% |
$182K - $203K
|
12.6K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$73.4 - $82
|
554
$56K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-40- 7.34% |
$2.94K - $3.28K
|
505
$51.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-136- 50.0% |
$9.98K - $11.2K
|
136
$13.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
79.4KNew |
$5.83M - $6.51M
|
79.4K
$8.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.2K+ 20.41% |
$820K - $916K
|
65.9K
$6.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.6KNew |
$191K - $213K
|
2.6K
$263K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-552- 6.06% |
$40.5K - $45.3K
|
8.56K
$865K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $82
|
6.59K
$666K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-11- 10.38% |
$808 - $902
|
95
$9.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.94K+ 52.06% |
$216K - $241K
|
8.58K
$867K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.6KNew |
$265K - $296K
|
3.6K
$364K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
100New |
$7.34K - $8.2K
|
100
$10.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.16K- 8.11% |
$85.2K - $95.2K
|
13.1K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.85KNew |
$723K - $808K
|
9.85K
$995K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.96KNew |
$584K - $653K
|
7.96K
$805K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
327New |
$24K - $26.8K
|
327
$33.1K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
154+ 102.67% |
$9.72K - $11.8K
|
304
$30.7K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.94KNew |
$122K - $149K
|
1.94K
$196K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
341New |
$21.5K - $26.2K
|
341
$34.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
59.5KNew |
$3.75M - $4.57M
|
59.5K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
216+ 163.64% |
$13.6K - $16.6K
|
348
$35.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.57KNew |
$604K - $735K
|
9.57K
$967K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.78KNew |
$175K - $214K
|
2.78K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
322New |
$20.3K - $24.7K
|
322
$32.6K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
189K+ 12554.28% |
$11.9M - $14.5M
|
191K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17.7KNew |
$1.12M - $1.36M
|
17.7K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.27K- 29.4% |
$79.8K - $97.2K
|
3.04K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.73KNew |
$172K - $210K
|
2.73K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
593New |
$37.4K - $45.5K
|
593
$59.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
580New |
$36.6K - $44.5K
|
580
$58.6K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.4K- 41.3% |
$654K - $796K
|
14.7K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.31KNew |
$209K - $254K
|
3.31K
$335K
|
|