Gladstone Institutional Advisory LLC Ishares U.S. Consumer Discreti Transaction History

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 4,829 shares of IYC stock, worth $486,618. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,829
Previous 2,587 86.66%
Holding current value
$486,618
Previous $228,000 121.93%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$98.12 - $105.85 $219,985 - $237,315
2,242 Added 86.66%
4,829 $506,000
Q1 2025

May 15, 2025
BUY
$85.71 - $101.2 $221,731 - $261,804
2,587 New
2,587 $228,000
Q1 2020

May 14, 2020
SELL
$39.8 - $59.67 $45,133 - $67,665
-1,134 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$53.17 - $57.47 $9,038 - $9,769
-170 Reduced 13.04%
1,134 $259,000
Q3 2019

Nov 13, 2019
SELL
$53.95 - $56.11 $5,826 - $6,059
-108 Reduced 7.65%
1,304 $283,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,412 New
1,412 $307,000

Others Institutions Holding IYC

# of Institutions
292
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER DISCRETI

IYC Quotes by TradingView
  • Ticker IYC
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYC
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