Strategic Wealth Partners, Ltd. Ishares U.S. Consumer Discreti Transaction History

Strategic Wealth Partners, Ltd.

$1.19 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$79.19 - $99.64 $55,512 - $69,847	701 Added 16.78%	4,878 $486,000
Q4 2024 Feb 14, 2025	BUY	$85.96 - $101.28 $359,054 - $423,046	4,177 New	4,177 $401,000

Others Institutions Holding IYC

# of Institutions

287

Shares Held

11.9M

Call Options Held

0

Put Options Held

0

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

About ISHARES U.S. CONSUMER DISCRETI

Ticker IYC
Sector ETFs
Industry Closed-End Fund - Equity

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