Purchases and Sales Made in Q2 2025 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES U.S. CONSUMER DISCRETI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
344KNew |
$27.2M - $34.3M
|
344K
$36M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
277K+ 21.02% |
$21.9M - $27.6M
|
1.59M
$167M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
156KNew |
$12.4M - $15.6M
|
156K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
137KNew |
$10.9M - $13.7M
|
137K
$14.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 12.94% |
$9.72M - $12.2M
|
1.07M
$112M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89.3K+ 35.15% |
$7.07M - $8.89M
|
343K
$35.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71.1K+ 9.09% |
$5.63M - $7.09M
|
854K
$89.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
58.9KNew |
$4.66M - $5.87M
|
58.9K
$6.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
53.1K+ 5.45% |
$4.2M - $5.29M
|
1.03M
$107M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.8K+ 41.17% |
$3.47M - $4.36M
|
150K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
40.5KNew |
$3.21M - $4.04M
|
40.5K
$4.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
35.9KNew |
$2.84M - $3.58M
|
35.9K
$3.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.3K+ 230.96% |
$2.48M - $3.12M
|
44.8K
$4.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.3K+ 393.31% |
$2.4M - $3.02M
|
38K
$3.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 16.13% |
$2.37M - $2.98M
|
215K
$22.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
26.6KNew |
$2.11M - $2.65M
|
26.6K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.2K+ 26.12% |
$1.84M - $2.31M
|
112K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.6K+ 10.4% |
$1.71M - $2.16M
|
230K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 166.72% |
$1.64M - $2.06M
|
33.1K
$3.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
20.7K+ 12.11% |
$1.64M - $2.06M
|
191K
$20M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.1K+ 31.13% |
$1.59M - $2M
|
84.7K
$8.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
19.2KNew |
$1.52M - $1.91M
|
19.2K
$2.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.9K+ 161.88% |
$1.5M - $1.88M
|
30.6K
$3.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
17.1KNew |
$1.35M - $1.7M
|
17.1K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 41.27% |
$1.26M - $1.59M
|
54.5K
$5.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.8K+ 183.13% |
$1.25M - $1.58M
|
24.5K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 403.12% |
$1.19M - $1.49M
|
18.7K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.8K+ 8.7% |
$1.01M - $1.27M
|
159K
$16.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.1K+ 32.41% |
$955K - $1.2M
|
49.2K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7K+ 71.83% |
$928K - $1.17M
|
28K
$2.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2K+ 5.4% |
$812K - $1.02M
|
200K
$20.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
10.2KNew |
$811K - $1.02M
|
10.2K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10KNew |
$792K - $997K
|
10K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.41KNew |
$745K - $937K
|
9.41K
$984K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.41KNew |
$507K - $638K
|
6.41K
$670K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.32K+ 37.46% |
$501K - $630K
|
23.2K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.32K+ 37.46% |
$501K - $630K
|
23.2K
$2.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.67K+ 65.03% |
$449K - $565K
|
14.4K
$1.51M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.88K+ 127.34% |
$386K - $486K
|
8.71K
$910K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.6KNew |
$364K - $458K
|
4.6K
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
4.35K+ 116.0% |
$344K - $433K
|
8.1K
$847K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.85KNew |
$305K - $384K
|
3.85K
$403K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.62K+ 14.11% |
$287K - $361K
|
29.3K
$3.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.56KNew |
$282K - $355K
|
3.56K
$372K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.52K+ 52.92% |
$279K - $350K
|
10.2K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.45K+ 22.22% |
$273K - $344K
|
19K
$1.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.34K+ 593.96% |
$265K - $333K
|
3.91K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.33KNew |
$264K - $332K
|
3.33K
$348K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.12K+ 200.0% |
$247K - $311K
|
4.68K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.09K+ 1.2% |
$245K - $308K
|
262K
$27.3M
|