A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares U.S. Consumer Discreti stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 30,478 shares of IYC stock, worth $2.69 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
30,478
Previous 31,774 4.08%
Holding current value
$2.69 Million
Previous $2.6 Million 4.88%
% of portfolio
1.29%
Previous 1.44%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$76.27 - $81.91 $98,845 - $106,155
-1,296 Reduced 4.08%
30,478 $2.48 Million
Q1 2024

May 13, 2024

SELL
$73.41 - $82.04 $99,323 - $111,000
-1,353 Reduced 4.08%
31,774 $2.6 Million
Q4 2023

Feb 05, 2024

SELL
$63.1 - $76.8 $146,076 - $177,792
-2,315 Reduced 6.53%
33,127 $2.51 Million
Q3 2023

Nov 07, 2023

SELL
$66.15 - $73.83 $19,845 - $22,149
-300 Reduced 0.84%
35,442 $2.37 Million
Q2 2023

Aug 11, 2023

SELL
$62.69 - $71.17 $130,332 - $147,962
-2,079 Reduced 5.5%
35,742 $2.54 Million
Q1 2023

May 03, 2023

SELL
$56.77 - $67.68 $281,749 - $335,895
-4,963 Reduced 11.6%
37,821 $2.45 Million
Q4 2022

Jan 18, 2023

SELL
$55.69 - $63.26 $80,639 - $91,600
-1,448 Reduced 3.27%
42,784 $0
Q3 2022

Oct 31, 2022

SELL
$57.71 - $70.4 $144,159 - $175,859
-2,498 Reduced 5.35%
44,232 $2.57 Million
Q2 2022

Aug 01, 2022

SELL
$55.58 - $76.32 $306,634 - $421,057
-5,517 Reduced 10.56%
46,730 $2.65 Million
Q1 2022

May 10, 2022

SELL
$67.88 - $85.29 $60,616 - $76,163
-893 Reduced 1.68%
52,247 $3.92 Million
Q4 2021

Feb 02, 2022

BUY
$77.31 - $86.98 $6,262 - $7,045
81 Added 0.15%
53,140 $3.89 Million
Q3 2021

Nov 08, 2021

BUY
$76.19 - $80.2 $21,714 - $22,857
285 Added 0.54%
53,059 $4.55 Million
Q2 2021

Jul 28, 2021

SELL
$74.19 - $78.41 $10,386 - $10,977
-140 Reduced 0.26%
52,774 $4.17 Million
Q1 2021

May 06, 2021

BUY
$68.94 - $76.22 $54,186 - $59,908
786 Added 1.51%
52,914 $4.11 Million
Q4 2020

Jan 27, 2021

BUY
$60.62 - $70.5 $2.42 Million - $2.81 Million
39,862 Added 324.98%
52,128 $3.68 Million
Q3 2020

Oct 26, 2020

SELL
$55.33 - $65.18 $6,086 - $7,169
-110 Reduced 0.89%
12,266 $3.16 Million
Q2 2020

Jul 24, 2020

SELL
$41.98 - $58.28 $4,995 - $6,935
-119 Reduced 0.95%
12,376 $2.74 Million
Q1 2020

Apr 15, 2020

SELL
$39.8 - $59.67 $39,282 - $58,894
-987 Reduced 7.32%
12,495 $2.35 Million
Q4 2019

Feb 07, 2020

BUY
$53.17 - $57.47 $716,837 - $774,810
13,482 New
13,482 $3.08 Million

Others Institutions Holding IYC

About ISHARES U.S. CONSUMER DISCRETI


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