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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-120- 25.0% |
$10.3K - $12.2K
|
360
$36.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-140- 5.72% |
$12K - $14.2K
|
2.31K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-171- 4.48% |
$14.7K - $17.3K
|
3.64K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-496- 1.9% |
$42.6K - $50.2K
|
25.7K
$2.58M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.89K- 3.06% |
$162K - $191K
|
59.8K
$6.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.87K- 19.55% |
$247K - $290K
|
11.8K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.14K- 41.43% |
$614K - $723K
|
10.1K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-55.3K- 89.9% |
$4.75M - $5.6M
|
6.21K
$625K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-148K- 98.52% |
$12.8M - $15M
|
2.24K
$225K
|