Purchases and Sales Made in Q4 2024 in Ishares U.S. Consumer Discreti (IYC)
This table provides information about the institutional ownership of Ishares U.S. Consumer Discreti (IYC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
70.5KNew |
$6.06M - $7.15M
|
70.5K
$7.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
60.2KNew |
$5.18M - $6.1M
|
60.2K
$6.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
43.7KNew |
$3.76M - $4.43M
|
43.7K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
24.1KNew |
$2.07M - $2.44M
|
24.1K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.8KNew |
$1.36M - $1.6M
|
15.8K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
11.4KNew |
$976K - $1.15M
|
11.4K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11KNew |
$946K - $1.11M
|
11K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$885K - $1.04M
|
10.3K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.86KNew |
$762K - $898K
|
8.86K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.16K+ 40.75% |
$701K - $826K
|
28.2K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.57KNew |
$650K - $766K
|
7.57K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.2K+ 71.68% |
$533K - $628K
|
14.8K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.28KNew |
$454K - $535K
|
5.28K
$534K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 13.01% |
$290K - $342K
|
29.3K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.81KNew |
$242K - $285K
|
2.81K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.66KNew |
$229K - $269K
|
2.66K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.21KNew |
$190K - $224K
|
2.21K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.12KNew |
$183K - $215K
|
2.12K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.12KNew |
$182K - $214K
|
2.12K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.11KNew |
$181K - $213K
|
2.11K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.1KNew |
$181K - $213K
|
2.1K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 3.03% |
$109K - $129K
|
43.2K
$4.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.05K+ 6.69% |
$89.8K - $106K
|
16.7K
$1.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
730+ 6.11% |
$62.8K - $73.9K
|
12.7K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600+ 576.92% |
$51.6K - $60.8K
|
704
$71.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
450+ 7.95% |
$38.7K - $45.6K
|
6.11K
$618K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
365+ 31.33% |
$31.4K - $37K
|
1.53K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
322+ 0.54% |
$27.7K - $32.6K
|
60.3K
$6.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
268+ 29.39% |
$23K - $27.1K
|
1.18K
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
175New |
$15K - $17.7K
|
175
$17.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
143New |
$12.3K - $14.5K
|
143
$14.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
120+ 4.76% |
$10.3K - $12.2K
|
2.64K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
118+ 3.93% |
$10.1K - $12K
|
3.12K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
60+ 1.55% |
$5.16K - $6.08K
|
3.93K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
59+ 0.5% |
$5.07K - $5.98K
|
11.9K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44+ 1.59% |
$3.78K - $4.46K
|
2.82K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$430 - $506
|
5
$505
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.1% |
$258 - $304
|
2.99K
$302K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.12% |
$258 - $304
|
2.51K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$172 - $203
|
2.83K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$172 - $203
|
2.2K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$172 - $203
|
3.25K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$86 - $101
|
2.92K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$86 - $101
|
9.41K
$951K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4- 0.17% |
$344 - $405
|
2.42K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-21- 1.08% |
$1.81K - $2.13K
|
1.93K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-31- 0.76% |
$2.66K - $3.14K
|
4.07K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-41- 0.53% |
$3.52K - $4.15K
|
7.71K
$780K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-90- 0.4% |
$7.74K - $9.12K
|
22.2K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-109- 7.99% |
$9.37K - $11K
|
1.26K
$127K
|