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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
524New |
$40K - $42.9K
|
524
$51.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
500New |
$38.1K - $41K
|
500
$49K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
449New |
$34.2K - $36.8K
|
449
$44K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
411+ 3.78% |
$31.3K - $33.7K
|
11.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
353+ 7.81% |
$26.9K - $28.9K
|
4.88K
$478K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
330New |
$25.2K - $27K
|
330
$32.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
302+ 149.5% |
$23K - $24.7K
|
504
$49.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
263New |
$20.1K - $21.5K
|
263
$25.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
208New |
$15.9K - $17K
|
208
$20.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
200+ 66.67% |
$15.3K - $16.4K
|
500
$49K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
55New |
$4.19K - $4.51K
|
55
$5.39K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
52New |
$3.97K - $4.26K
|
52
$5.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$76.3 - $81.9
|
2.73K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$76.3 - $81.9
|
5.22K
$512K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
79.4KNew |
$5.83M - $6.51M
|
79.4K
$7.78M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
49.2KNew |
$3.61M - $4.03M
|
49.2K
$4.82M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
29.4K+ 57.85% |
$2.16M - $2.41M
|
80.2K
$7.86M
|
|
|
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 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.3K+ 76.15% |
$976K - $1.09M
|
30.7K
$3.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.2K+ 20.41% |
$820K - $916K
|
65.9K
$6.45M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
$755K - $844K
|
10.3K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.85KNew |
$723K - $808K
|
9.85K
$964K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.96KNew |
$584K - $653K
|
7.96K
$780K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.86KNew |
$577K - $645K
|
7.86K
$770K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
5.95K+ 13.6% |
$437K - $488K
|
49.7K
$4.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.6KNew |
$265K - $296K
|
3.6K
$353K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.94K+ 52.06% |
$216K - $241K
|
8.58K
$840K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.6KNew |
$191K - $213K
|
2.6K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.6KNew |
$191K - $213K
|
2.6K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.1K+ 22.47% |
$154K - $173K
|
11.5K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.44K+ 2.49% |
$106K - $118K
|
59.3K
$5.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
508+ 125.74% |
$37.3K - $41.7K
|
912
$89.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
327New |
$24K - $26.8K
|
327
$32K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
108New |
$7.93K - $8.86K
|
108
$10.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
100New |
$7.34K - $8.2K
|
100
$9.8K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
81New |
$5.95K - $6.65K
|
81
$7.93K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$73.4 - $82
|
554
$54.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$73.4 - $82
|
6.59K
$646K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
189K+ 12554.28% |
$11.9M - $14.5M
|
191K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
59.5KNew |
$3.75M - $4.57M
|
59.5K
$5.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17.7KNew |
$1.12M - $1.36M
|
17.7K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.57KNew |
$604K - $735K
|
9.57K
$937K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.36KNew |
$275K - $335K
|
4.36K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.31KNew |
$209K - $254K
|
3.31K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.78KNew |
$175K - $214K
|
2.78K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.73KNew |
$172K - $210K
|
2.73K
$268K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.94KNew |
$122K - $149K
|
1.94K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
593New |
$37.4K - $45.5K
|
593
$58.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
580New |
$36.6K - $44.5K
|
580
$56.8K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
341New |
$21.5K - $26.2K
|
341
$33.4K
|
|