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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-444- 19.82% |
$35.2K - $44.2K
|
1.8K
$189K
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-447- 3.74% |
$35.4K - $44.5K
|
11.5K
$1.21M
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-460- 24.86% |
$36.4K - $45.8K
|
1.39K
$146K
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-465- 4.94% |
$36.8K - $46.3K
|
8.95K
$941K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-540- 1.11% |
$42.8K - $53.8K
|
47.9K
$5.04M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-619- 17.77% |
$49K - $61.7K
|
2.86K
$301K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-644- 1.28% |
$51K - $64.2K
|
49.8K
$5.23M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-780- 5.64% |
$61.8K - $77.7K
|
13.1K
$1.37M
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-840- 14.43% |
$66.5K - $83.7K
|
4.98K
$523K
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-866- 8.2% |
$68.6K - $86.3K
|
9.69K
$1.02M
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-872- 12.15% |
$69.1K - $86.9K
|
6.31K
$663K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-970- 4.36% |
$76.8K - $96.7K
|
21.3K
$2.24M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.09K- 6.53% |
$86.2K - $109K
|
15.6K
$1.64M
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.14K- 9.04% |
$90.3K - $114K
|
11.5K
$1.2M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.19K- 35.52% |
$94.4K - $119K
|
2.16K
$227K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.31K- 35.86% |
$104K - $131K
|
2.35K
$247K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 10.04% |
$118K - $148K
|
13.4K
$1.4M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.51K- 2.1% |
$119K - $150K
|
70.1K
$7.37M
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.54K- 5.52% |
$122K - $154K
|
26.4K
$2.78M
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.56K- 14.79% |
$123K - $155K
|
8.96K
$941K
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.57K- 2.67% |
$124K - $156K
|
57.1K
$6M
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.84K- 36.01% |
$145K - $183K
|
3.26K
$343K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.99K- 33.64% |
$157K - $198K
|
3.92K
$412K
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-2.07K- 3.42% |
$164K - $206K
|
58.3K
$6.12M
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.16K- 40.59% |
$171K - $215K
|
3.16K
$332K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.29K- 21.07% |
$181K - $228K
|
8.57K
$900K
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.68K- 30.89% |
$212K - $267K
|
6K
$631K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.04K- 35.28% |
$241K - $303K
|
5.58K
$586K
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-3.7K- 62.79% |
$293K - $369K
|
2.19K
$230K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4.74K- 42.13% |
$375K - $472K
|
6.51K
$684K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.39K- 23.49% |
$506K - $637K
|
20.8K
$2.19M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-7.92K- 13.28% |
$627K - $789K
|
51.7K
$5.44M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.66K- 6.78% |
$686K - $863K
|
119K
$12.5M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.7K- 15.58% |
$850K - $1.07M
|
58.1K
$6.11M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.2K- 73.21% |
$884K - $1.11M
|
4.08K
$429K
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-18.9K- 65.57% |
$1.49M - $1.88M
|
9.9K
$1.04M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.5K- 3.68% |
$1.63M - $2.05M
|
538K
$56.5M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.2K- 10.23% |
$3.02M - $3.8M
|
335K
$35.2M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.7K- 28.18% |
$3.3M - $4.16M
|
106K
$11.2M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-78.3K- 38.06% |
$6.2M - $7.8M
|
127K
$13.4M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-144K- 98.34% |
$11.4M - $14.3M
|
2.43K
$255K
|