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 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-700- 12.61% |
$39.7K - $47.4K
|
4.85K
$486K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.84KNew |
$218K - $260K
|
3.84K
$385K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.15% |
$56.8 - $67.7
|
652
$65.3K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-78- 10.54% |
$4.43K - $5.28K
|
662
$66.3K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6KNew |
$1.17M - $1.39M
|
20.6K
$2.06M
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
29New |
$1.62K - $1.83K
|
29
$2.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21K+ 67.19% |
$67.3K - $76.4K
|
3.01K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
605New |
$33.7K - $38.3K
|
605
$60.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
255New |
$14.2K - $16.1K
|
255
$25.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
800New |
$44.6K - $50.6K
|
800
$80.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
636New |
$35.4K - $40.2K
|
636
$63.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
9.44KNew |
$526K - $597K
|
9.44K
$946K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-276- 46.62% |
$15.4K - $17.5K
|
316
$31.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-25- 3.47% |
$1.39K - $1.58K
|
696
$69.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-344- 50.0% |
$19.2K - $21.8K
|
344
$34.5K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
136+ 2.7% |
$7.57K - $8.6K
|
5.17K
$518K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.17KClosed |
$67.6K - $82.5K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.64KNew |
$94.6K - $115K
|
1.64K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
600New |
$34.6K - $42.2K
|
600
$60.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.37KNew |
$483K - $589K
|
8.37K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
261+ 326.25% |
$15.1K - $18.4K
|
341
$34.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
675New |
$39K - $47.5K
|
675
$67.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.51KNew |
$318K - $388K
|
5.51K
$552K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6KNew |
$346K - $422K
|
6K
$601K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-49.9K- 35.75% |
$2.88M - $3.51M
|
89.7K
$8.99M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400- 31.15% |
$23.1K - $28.2K
|
884
$88.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-31- 0.3% |
$1.79K - $2.18K
|
10.3K
$1.03M
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
BUY
|
- |
3.51KNew |
$203K - $247K
|
3.51K
$352K
|
|
| Q2 2022 | |||||||
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-28- 3.7% |
$1.56K - $2.14K
|
728
$73K
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-57.7KClosed |
$3.21M - $4.4M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-114KClosed |
$6.33M - $8.69M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.94KClosed |
$163K - $224K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.17KClosed |
$343K - $471K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-187Closed |
$10.4K - $14.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.34K- 26.99% |
$74.4K - $102K
|
3.62K
$363K
|
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-600Closed |
$33.3K - $45.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
190New |
$10.6K - $14.5K
|
190
$19K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-220Closed |
$12.2K - $16.8K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.01KClosed |
$56.2K - $77.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.4KClosed |
$189K - $259K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.83KNew |
$269K - $369K
|
4.83K
$484K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.86KClosed |
$270K - $371K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$20.8K - $28.6K
|
375
$37.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-201- 5.36% |
$11.2K - $15.3K
|
3.55K
$356K
|
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.23KClosed |
$235K - $323K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-12.9KClosed |
$718K - $986K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
25.8K+ 587.5% |
$1.43M - $1.97M
|
30.1K
$3.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-88.8K- 96.17% |
$4.94M - $6.78M
|
3.53K
$354K
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.97KClosed |
$165K - $227K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-220Closed |
$12.2K - $16.8K
|
0
$0
|
|