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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.94KNew |
$122K - $149K
|
1.94K
$196K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
593New |
$37.4K - $45.5K
|
593
$60.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
580New |
$36.6K - $44.5K
|
580
$58.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
322New |
$20.3K - $24.7K
|
322
$32.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
230New |
$14.5K - $17.7K
|
230
$23.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
216+ 163.64% |
$13.6K - $16.6K
|
348
$35.3K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
154+ 102.67% |
$9.72K - $11.8K
|
304
$30.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.55% |
$63.1 - $76.8
|
183
$18.6K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
23.9KNew |
$1.58M - $1.77M
|
23.9K
$2.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12.9KNew |
$851K - $950K
|
12.9K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.26KNew |
$282K - $315K
|
4.26K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.38KNew |
$224K - $250K
|
3.38K
$343K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.33KNew |
$220K - $246K
|
3.33K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.18KNew |
$210K - $235K
|
3.18K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
743+ 4.02% |
$49.1K - $54.9K
|
19.2K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
619+ 13.27% |
$40.9K - $45.7K
|
5.28K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
264New |
$17.5K - $19.5K
|
264
$26.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
208New |
$13.8K - $15.4K
|
208
$21.1K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.88KNew |
$368K - $418K
|
5.88K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.81KNew |
$239K - $271K
|
3.81K
$387K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.38KNew |
$212K - $240K
|
3.38K
$343K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.86KNew |
$179K - $203K
|
2.86K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
2.68K+ 44.69% |
$168K - $191K
|
8.68K
$881K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
163New |
$10.2K - $11.6K
|
163
$16.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88+ 1.03% |
$5.52K - $6.26K
|
8.67K
$880K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
56New |
$3.51K - $3.99K
|
56
$5.68K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6KNew |
$1.17M - $1.39M
|
20.6K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.09KNew |
$345K - $412K
|
6.09K
$618K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.84KNew |
$218K - $260K
|
3.84K
$390K
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
$206K - $246K
|
3.64K
$369K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.73K+ 1441.67% |
$98.2K - $117K
|
1.85K
$188K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
476New |
$27K - $32.2K
|
476
$48.3K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.15% |
$56.8 - $67.7
|
652
$66.2K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
9.44KNew |
$526K - $597K
|
9.44K
$958K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21K+ 67.19% |
$67.3K - $76.4K
|
3.01K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
800New |
$44.6K - $50.6K
|
800
$81.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
636New |
$35.4K - $40.2K
|
636
$64.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
605New |
$33.7K - $38.3K
|
605
$61.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
255New |
$14.2K - $16.1K
|
255
$25.9K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
136+ 2.7% |
$7.57K - $8.6K
|
5.17K
$525K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
29New |
$1.62K - $1.83K
|
29
$2.94K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.37KNew |
$483K - $589K
|
8.37K
$849K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6KNew |
$346K - $422K
|
6K
$609K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.51KNew |
$318K - $388K
|
5.51K
$559K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
BUY
|
- |
3.51KNew |
$203K - $247K
|
3.51K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.64KNew |
$94.6K - $115K
|
1.64K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
675New |
$39K - $47.5K
|
675
$68.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
600New |
$34.6K - $42.2K
|
600
$60.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
261+ 326.25% |
$15.1K - $18.4K
|
341
$34.6K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
25.8K+ 587.5% |
$1.43M - $1.97M
|
30.1K
$3.06M
|
|