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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11New |
$943 - $1.11K
|
11
$1.12K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.17% |
$429 - $506
|
3K
$304K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.12% |
$343 - $405
|
3.26K
$330K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.08% |
$257 - $304
|
3.81K
$387K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3+ 0.08% |
$257 - $304
|
3.72K
$377K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.16% |
$171 - $202
|
1.26K
$128K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.1% |
$171 - $202
|
1.93K
$196K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.15% |
$85.7 - $101
|
88
$8.93K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.2MNew |
$103M - $121M
|
1.2M
$122M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
692KNew |
$59.5M - $70.1M
|
692K
$70.3M
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
145KNew |
$12.5M - $14.7M
|
145K
$14.7M
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
120KNew |
$10.3M - $12.2M
|
120K
$12.2M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
99.8KNew |
$8.58M - $10.1M
|
99.8K
$10.1M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
99KNew |
$8.51M - $10M
|
99K
$10.1M
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
70.5KNew |
$6.06M - $7.15M
|
70.5K
$7.16M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
60.2KNew |
$5.18M - $6.1M
|
60.2K
$6.11M
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
34.1K+ 529.76% |
$2.93M - $3.45M
|
40.5K
$4.11M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
23.6KNew |
$2.02M - $2.39M
|
23.6K
$2.39M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.8KNew |
$1.36M - $1.6M
|
15.8K
$1.61M
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11KNew |
$946K - $1.11M
|
11K
$1.12M
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.79KNew |
$670K - $789K
|
7.79K
$791K
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.58KNew |
$566K - $666K
|
6.58K
$668K
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.13KNew |
$527K - $621K
|
6.13K
$622K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.18KNew |
$359K - $423K
|
4.18K
$424K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.58KNew |
$308K - $363K
|
3.58K
$364K
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.9KNew |
$249K - $293K
|
2.9K
$294K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.66KNew |
$229K - $269K
|
2.66K
$270K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.6KNew |
$223K - $263K
|
2.6K
$264K
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$206K - $243K
|
2.4K
$244K
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.32KNew |
$200K - $235K
|
2.32K
$236K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.31KNew |
$199K - $234K
|
2.31K
$235K
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.24KNew |
$192K - $226K
|
2.24K
$227K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.21KNew |
$190K - $224K
|
2.21K
$224K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.12KNew |
$183K - $215K
|
2.12K
$216K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.12KNew |
$182K - $214K
|
2.12K
$215K
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.12KNew |
$182K - $214K
|
2.12K
$215K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.11KNew |
$181K - $213K
|
2.11K
$214K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.18K+ 28.2% |
$102K - $120K
|
5.37K
$545K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600+ 576.92% |
$51.6K - $60.8K
|
704
$71.4K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
374+ 7.91% |
$32.1K - $37.9K
|
5.1K
$518K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
330New |
$28.4K - $33.4K
|
330
$33.5K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
268+ 29.39% |
$23K - $27.1K
|
1.18K
$120K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
175New |
$15K - $17.7K
|
175
$17.8K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
120+ 4.76% |
$10.3K - $12.2K
|
2.64K
$268K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$8.51K - $10K
|
99
$10K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
60+ 1.55% |
$5.16K - $6.08K
|
3.93K
$399K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
30New |
$2.58K - $3.04K
|
30
$3.04K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$430 - $506
|
5
$507
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.14% |
$172 - $203
|
1.39K
$141K
|