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
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.03K+ 25.38% |
$240K - $302K
|
14.9K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.9K+ 27.45% |
$229K - $289K
|
13.4K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.73KNew |
$217K - $272K
|
2.73K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.69KNew |
$213K - $268K
|
2.69K
$282K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
2.67KNew |
$211K - $266K
|
2.67K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$206K - $259K
|
2.6K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.59KNew |
$205K - $258K
|
2.59K
$273K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.47K+ 15.75% |
$195K - $246K
|
18.1K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.3K+ 18.94% |
$182K - $229K
|
14.4K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.29K+ 24.34% |
$181K - $228K
|
11.7K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.24KNew |
$177K - $223K
|
2.24K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.23KNew |
$176K - $222K
|
2.23K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.22K+ 10.61% |
$176K - $221K
|
23.1K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.21KNew |
$175K - $220K
|
2.21K
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.19KNew |
$173K - $218K
|
2.19K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.17KNew |
$172K - $216K
|
2.17K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.16K+ 7.08% |
$171K - $215K
|
32.7K
$3.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.12KNew |
$168K - $212K
|
2.12K
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.06KNew |
$163K - $205K
|
2.06K
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.06KNew |
$163K - $205K
|
2.06K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.01K+ 284.94% |
$159K - $200K
|
2.71K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.9K+ 68.89% |
$150K - $189K
|
4.66K
$490K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.78K+ 20.13% |
$141K - $177K
|
10.6K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.66KNew |
$131K - $165K
|
1.66K
$174K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62K+ 4.27% |
$128K - $162K
|
39.6K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.47K+ 23.24% |
$116K - $146K
|
7.79K
$819K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.31K+ 29.57% |
$103K - $130K
|
5.72K
$601K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
1.28K+ 0.7% |
$102K - $128K
|
184K
$19.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
1.1K+ 10.25% |
$87.4K - $110K
|
11.9K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.06K+ 38.79% |
$84K - $106K
|
3.8K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
790+ 15.63% |
$62.6K - $78.7K
|
5.84K
$614K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
701+ 16.78% |
$55.5K - $69.8K
|
4.88K
$513K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
684New |
$54.2K - $68.2K
|
684
$71.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
557+ 535.58% |
$44.1K - $55.5K
|
661
$69.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
507+ 1.04% |
$40.1K - $50.5K
|
49.2K
$5.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
479+ 1.16% |
$37.9K - $47.7K
|
41.9K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
390+ 7.82% |
$30.9K - $38.9K
|
5.38K
$565K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
352+ 3.95% |
$27.9K - $35.1K
|
9.26K
$973K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
289+ 2.11% |
$22.9K - $28.8K
|
14K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
267+ 7.38% |
$21.1K - $26.6K
|
3.89K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
248+ 9.77% |
$19.6K - $24.7K
|
2.79K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
237+ 7.39% |
$18.8K - $23.6K
|
3.44K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
212+ 100.95% |
$16.8K - $21.1K
|
422
$44.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
194+ 3.61% |
$15.4K - $19.3K
|
5.56K
$585K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
170New |
$13.5K - $16.9K
|
170
$17.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
155New |
$12.3K - $15.4K
|
155
$16.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
130+ 4.62% |
$10.3K - $13K
|
2.94K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
121+ 4.34% |
$9.58K - $12.1K
|
2.91K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
118+ 0.22% |
$9.34K - $11.8K
|
53.4K
$5.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
117+ 243.75% |
$9.27K - $11.7K
|
165
$17.3K
|