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 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
619+ 13.27% |
$40.9K - $45.7K
|
5.28K
$517K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-78- 1.84% |
$5.16K - $5.76K
|
4.16K
$407K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29- 0.82% |
$1.92K - $2.14K
|
3.53K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
CALL |
-600- 46.15% |
$39.7K - $44.3K
|
700
$68.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12.9KNew |
$851K - $950K
|
12.9K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$13.2K - $14.8K
|
200
$19.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.33KNew |
$220K - $246K
|
3.33K
$326K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
23.9KNew |
$1.58M - $1.77M
|
23.9K
$2.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.26KNew |
$282K - $315K
|
4.26K
$417K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.89% |
$3.31K - $3.69K
|
5.58K
$547K
|
|
| Q2 2023 | |||||||
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
210New |
$13.2K - $14.9K
|
210
$20.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103New |
$6.46K - $7.33K
|
103
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
626+ 15.58% |
$39.2K - $44.6K
|
4.64K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88+ 1.03% |
$5.52K - $6.26K
|
8.67K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.86K- 5.94% |
$117K - $133K
|
29.5K
$2.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-108- 40.75% |
$6.77K - $7.69K
|
157
$15.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.81KNew |
$239K - $271K
|
3.81K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
56New |
$3.51K - $3.99K
|
56
$5.49K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
2.68K+ 44.69% |
$168K - $191K
|
8.68K
$851K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.86KNew |
$179K - $203K
|
2.86K
$280K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.88KNew |
$368K - $418K
|
5.88K
$576K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.4K- 22.11% |
$87.8K - $99.6K
|
4.93K
$483K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
50.9KNew |
$3.19M - $3.62M
|
50.9K
$4.98M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-26.6K- 54.17% |
$1.67M - $1.89M
|
22.5K
$2.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-516- 21.18% |
$32.3K - $36.7K
|
1.92K
$188K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.38KNew |
$212K - $240K
|
3.38K
$331K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
163New |
$10.2K - $11.6K
|
163
$16K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
476New |
$27K - $32.2K
|
476
$46.6K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.73K+ 1441.67% |
$98.2K - $117K
|
1.85K
$181K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.8KNew |
$216K - $257K
|
3.8K
$372K
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
$206K - $246K
|
3.64K
$356K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-560- 0.43% |
$31.8K - $37.9K
|
131K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.09KNew |
$345K - $412K
|
6.09K
$596K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-700- 12.61% |
$39.7K - $47.4K
|
4.85K
$475K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.15% |
$56.8 - $67.7
|
652
$63.9K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.84KNew |
$218K - $260K
|
3.84K
$376K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-78- 10.54% |
$4.43K - $5.28K
|
662
$64.8K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-81- 43.78% |
$4.6K - $5.48K
|
104
$10.2K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6KNew |
$1.17M - $1.39M
|
20.6K
$2.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500New |
$28.4K - $33.8K
|
500
$49K
|
|
| Q4 2022 | |||||||
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
160+ 69.57% |
$8.91K - $10.1K
|
390
$38.2K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
136+ 2.7% |
$7.57K - $8.6K
|
5.17K
$506K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
29New |
$1.62K - $1.83K
|
29
$2.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
605New |
$33.7K - $38.3K
|
605
$59.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21K+ 67.19% |
$67.3K - $76.4K
|
3.01K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
255New |
$14.2K - $16.1K
|
255
$25K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
800New |
$44.6K - $50.6K
|
800
$78.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
636New |
$35.4K - $40.2K
|
636
$62.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
9.44KNew |
$526K - $597K
|
9.44K
$925K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
212+ 2.6% |
$11.8K - $13.4K
|
8.37K
$820K
|
|