Latest Institutional Purchases of Ishares U.S. Consumer Discreti (IYC)
This list provides information on the latest institutional transactions involving Ishares U.S. Consumer Discreti (IYC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
903+ 2.2% |
$68.7K - $79.7K
|
42K
$4.11M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
787New |
$59.9K - $69.5K
|
787
$77.1K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
700+ 1.18% |
$53.3K - $61.8K
|
60K
$5.88M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
645+ 34.4% |
$49.1K - $57K
|
2.52K
$247K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
608+ 7.98% |
$46.3K - $53.7K
|
8.23K
$806K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
512+ 7.07% |
$39K - $45.2K
|
7.75K
$760K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
468+ 31.62% |
$35.6K - $41.3K
|
1.95K
$191K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
452+ 5.51% |
$34.4K - $39.9K
|
8.66K
$848K
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
414+ 1.89% |
$31.5K - $36.6K
|
22.3K
$2.18M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
400New |
$30.4K - $35.3K
|
400
$39.2K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
371+ 9.72% |
$28.2K - $32.8K
|
4.19K
$410K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
204New |
$15.5K - $18K
|
204
$20K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
200New |
$15.2K - $17.7K
|
200
$19.6K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
183+ 2.49% |
$13.9K - $16.2K
|
7.52K
$737K
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
178+ 3.89% |
$13.5K - $15.7K
|
4.75K
$465K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
140+ 5.02% |
$10.7K - $12.4K
|
2.93K
$287K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
76+ 1.78% |
$5.79K - $6.71K
|
4.36K
$427K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
68+ 0.81% |
$5.18K - $6.01K
|
8.5K
$833K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 62.62% |
$5.1K - $5.92K
|
174
$17K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59New |
$4.49K - $5.21K
|
59
$5.78K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
49+ 16.33% |
$3.73K - $4.33K
|
349
$34.2K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.16% |
$1.9K - $2.21K
|
15.3K
$1.49M
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.13% |
$457 - $530
|
4.63K
$453K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.1% |
$304 - $353
|
4.04K
$396K
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.18% |
$304 - $353
|
2.2K
$215K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.13% |
$304 - $353
|
2.99K
$293K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.14% |
$304 - $353
|
2.77K
$271K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$228 - $265
|
2.83K
$277K
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.14% |
$152 - $177
|
1.38K
$136K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.07% |
$152 - $177
|
2.92K
$286K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.15% |
$152 - $177
|
1.37K
$134K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$152 - $177
|
4.3K
$421K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.06% |
$152 - $177
|
3.29K
$322K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.03% |
$152 - $177
|
6.69K
$655K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$76.1 - $88.3
|
495
$48.5K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
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 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
11KNew |
$839K - $901K
|
11K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9KNew |
$686K - $737K
|
9K
$882K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.91KNew |
$374K - $402K
|
4.91K
$481K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.25K+ 98.87% |
$248K - $266K
|
6.54K
$640K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
2.98KNew |
$227K - $244K
|
2.98K
$292K
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.84KNew |
$217K - $233K
|
2.84K
$278K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.97KNew |
$150K - $162K
|
1.97K
$193K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.16K+ 16.93% |
$88.2K - $94.7K
|
7.98K
$782K
|
|
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 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
850+ 26.9% |
$64.8K - $69.6K
|
4.01K
$393K
|