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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.37KNew |
$483K - $589K
|
8.37K
$820K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6KNew |
$346K - $422K
|
6K
$588K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.51KNew |
$318K - $388K
|
5.51K
$540K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
BUY
|
- |
3.51KNew |
$203K - $247K
|
3.51K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.64KNew |
$94.6K - $115K
|
1.64K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
675New |
$39K - $47.5K
|
675
$66.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
600New |
$34.6K - $42.2K
|
600
$58.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
261+ 326.25% |
$15.1K - $18.4K
|
341
$33.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$289 - $352
|
5
$490
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
25.8K+ 587.5% |
$1.43M - $1.97M
|
30.1K
$2.95M
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
21.4KNew |
$1.19M - $1.64M
|
21.4K
$2.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1K+ 68.09% |
$1M - $1.38M
|
44.6K
$4.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.83KNew |
$269K - $369K
|
4.83K
$473K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
3.62KNew |
$201K - $276K
|
3.62K
$355K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.52KNew |
$196K - $268K
|
3.52K
$345K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$20.8K - $28.6K
|
375
$36.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
190New |
$10.6K - $14.5K
|
190
$18.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.03% |
$55.6 - $76.3
|
3.27K
$320K
|
|
| Q1 2022 | |||||||
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
1K+ 1000.0% |
$67.9K - $85.3K
|
1.1K
$108K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
344New |
$23.4K - $29.3K
|
344
$33.7K
|
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
260New |
$17.6K - $22.2K
|
260
$25.5K
|
|
| Q4 2021 | |||||||
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
138KNew |
$10.6M - $12M
|
138K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
4.2KNew |
$325K - $365K
|
4.2K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.89KNew |
$224K - $252K
|
2.89K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
352New |
$27.2K - $30.6K
|
352
$34.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
160New |
$12.4K - $13.9K
|
160
$15.7K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$2.67M - $2.81M
|
35K
$3.43M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.8K+ 43.27% |
$137K - $144K
|
5.96K
$584K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1.06KNew |
$80.8K - $85K
|
1.06K
$104K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1KNew |
$76.2K - $80.2K
|
1K
$98K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
260New |
$19.8K - $20.9K
|
260
$25.5K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.3KNew |
$909K - $961K
|
12.3K
$1.2M
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.32KNew |
$160K - $177K
|
2.32K
$227K
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
655New |
$45.2K - $49.9K
|
655
$64.2K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
40New |
$2.76K - $3.05K
|
40
$3.92K
|
|
| Q4 2020 | |||||||
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
BUY
|
- |
10.4K+ 300.0% |
$633K - $736K
|
13.9K
$1.36M
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.14K+ 300.0% |
$251K - $292K
|
5.52K
$541K
|
|
|
Feb 11, 2021
Q4 2020
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3K+ 300.0% |
$182K - $212K
|
4K
$392K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.38KNew |
$83.7K - $97.3K
|
1.38K
$135K
|
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
800New |
$48.5K - $56.4K
|
800
$78.4K
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
BUY
|
- |
306+ 300.0% |
$18.5K - $21.6K
|
408
$40K
|
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
BUY
|
- |
240+ 300.0% |
$14.5K - $16.9K
|
320
$31.3K
|
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
150+ 300.0% |
$9.09K - $10.6K
|
200
$19.6K
|
|
|
Jan 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
102+ 300.0% |
$6.18K - $7.19K
|
136
$13.3K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
21+ 6.27% |
$882 - $1.22K
|
356
$34.9K
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
23New |
N/A
|
23
$2.25K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
149KNew |
N/A
|
149K
$14.6M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
9.83KNew |
N/A
|
9.83K
$963K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17New |
N/A
|
17
$1.67K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$98
|
|