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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
114New |
$9.03K - $11.4K
|
114
$12K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
100+ 1.93% |
$7.92K - $9.96K
|
5.29K
$555K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
71+ 1.86% |
$5.62K - $7.07K
|
3.88K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
70+ 2.61% |
$5.54K - $6.97K
|
2.75K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
63+ 2.22% |
$4.99K - $6.28K
|
2.9K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
36New |
$2.85K - $3.59K
|
36
$3.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28New |
$2.22K - $2.79K
|
28
$2.94K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 0.82% |
$1.43K - $1.79K
|
2.22K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18+ 0.32% |
$1.43K - $1.79K
|
5.72K
$601K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.14% |
$713 - $897
|
6.32K
$664K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
8+ 0.11% |
$634 - $797
|
7.61K
$799K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.14% |
$475 - $598
|
4.23K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.13% |
$317 - $399
|
3K
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.12% |
$317 - $399
|
3.26K
$343K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.16% |
$317 - $399
|
2.52K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$158 - $199
|
4.31K
$453K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.1% |
$158 - $199
|
1.93K
$203K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.16% |
$158 - $199
|
1.26K
$132K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$79.2 - $99.6
|
497
$52.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.04% |
$79.2 - $99.6
|
2.32K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$79.2 - $99.6
|
2.63K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$79.2 - $99.6
|
2.93K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
1New |
$79.2 - $99.6
|
1
$105
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$79.2 - $99.6
|
11.1K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-32- 0.66% |
$2.53K - $3.19K
|
4.84K
$508K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-44- 0.8% |
$3.48K - $4.38K
|
5.43K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-50- 0.4% |
$3.96K - $4.98K
|
12.5K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-55- 0.8% |
$4.36K - $5.48K
|
6.81K
$716K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-64- 0.23% |
$5.07K - $6.38K
|
27.7K
$2.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-130- 1.65% |
$10.3K - $13K
|
7.73K
$813K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-136- 66.67% |
$10.8K - $13.6K
|
68
$7.15K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-154- 1.73% |
$12.2K - $15.3K
|
8.77K
$921K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-165- 4.25% |
$13.1K - $16.4K
|
3.71K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-177- 1.41% |
$14K - $17.6K
|
12.3K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-185- 3.7% |
$14.7K - $18.4K
|
4.82K
$507K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-210- 6.12% |
$16.6K - $20.9K
|
3.22K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-240- 10.0% |
$19K - $23.9K
|
2.16K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-240- 1.95% |
$19K - $23.9K
|
12.1K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-240- 7.89% |
$19K - $23.9K
|
2.8K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-269- 1.07% |
$21.3K - $26.8K
|
24.8K
$2.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-272- 4.24% |
$21.5K - $27.1K
|
6.15K
$646K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-290- 2.05% |
$23K - $28.9K
|
13.9K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-309- 11.7% |
$24.5K - $30.8K
|
2.33K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-313- 86.23% |
$24.8K - $31.2K
|
50
$5.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-320- 93.84% |
$25.3K - $31.9K
|
21
$2.21K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-320- 34.22% |
$25.3K - $31.9K
|
615
$64.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-370- 7.08% |
$29.3K - $36.9K
|
4.85K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-395- 71.43% |
$31.3K - $39.4K
|
158
$16.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-411- 3.92% |
$32.5K - $41K
|
10.1K
$1.06M
|