Balance Wealth, LLC Ishares U.S. Consumer Discreti Transaction History

Balance Wealth, LLC

$312 Billion
Q4 2025

A detailed history of Balance Wealth, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Balance Wealth, LLC holds 2,418 shares of IYC stock, worth $243,661. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,418

Holding current value

$243,661

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$100.77 - $104.82 $243,661 - $253,454	2,418 New	2,418 $249 Million

Others Institutions Holding IYC

# of Institutions

288

Shares Held

11.9M

Call Options Held

Put Options Held

Harel Insurance Investments & Financial Services Ltd.

1.84M
Shares

$185 Million
1.73% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

1.21M
Shares

$122 Million
0.11% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$107 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

995K
Shares

$100 Million
1.61% of portfolio
Bank Of America Corp Charlotte, NC

867K
Shares

$87.3 Million
0.01% of portfolio

View Full List

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

More about IYC

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