Latest Institutional Transactions on Ishares U.S. Consumer Discreti (IYC)
This table provides information on the latest institutional transactions involving Ishares U.S. Consumer Discreti (IYC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
7.79KNew |
$670K - $789K
|
7.79K
$784K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.14% |
$172 - $203
|
1.39K
$139K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.13KNew |
$527K - $621K
|
6.13K
$617K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
34.1K+ 529.76% |
$2.93M - $3.45M
|
40.5K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.14K- 41.43% |
$614K - $723K
|
10.1K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
730+ 6.11% |
$62.8K - $73.9K
|
12.7K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$172 - $203
|
2.2K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-140- 5.72% |
$12K - $14.2K
|
2.31K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600+ 576.92% |
$51.6K - $60.8K
|
704
$70.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.89K+ 16.54% |
$335K - $394K
|
27.4K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-60- 0.8% |
$5.16K - $6.08K
|
7.46K
$751K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
118+ 3.93% |
$10.1K - $12K
|
3.12K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-41- 0.53% |
$3.52K - $4.15K
|
7.71K
$776K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
268+ 29.39% |
$23K - $27.1K
|
1.18K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.66KNew |
$229K - $269K
|
2.66K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
60.2KNew |
$5.18M - $6.1M
|
60.2K
$6.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
44+ 1.59% |
$3.78K - $4.46K
|
2.82K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
175New |
$15K - $17.7K
|
175
$17.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
120+ 4.76% |
$10.3K - $12.2K
|
2.64K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
11KNew |
$946K - $1.11M
|
11K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-120- 25.0% |
$10.3K - $12.2K
|
360
$36.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
143New |
$12.3K - $14.5K
|
143
$14.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-148K- 98.52% |
$12.8M - $15M
|
2.24K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
70.5KNew |
$6.06M - $7.15M
|
70.5K
$7.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-171- 4.48% |
$14.7K - $17.3K
|
3.64K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
322+ 0.54% |
$27.7K - $32.6K
|
60.3K
$6.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.12KNew |
$182K - $214K
|
2.12K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.03% |
$86 - $101
|
2.92K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.1KNew |
$181K - $213K
|
2.1K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-90- 0.4% |
$7.74K - $9.12K
|
22.2K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$885K - $1.04M
|
10.3K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-21- 1.08% |
$1.81K - $2.13K
|
1.93K
$194K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.2K+ 71.68% |
$533K - $628K
|
14.8K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
8.16K+ 40.75% |
$701K - $826K
|
28.2K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
24.1KNew |
$2.07M - $2.44M
|
24.1K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5New |
$430 - $506
|
5
$503
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-109- 7.99% |
$9.37K - $11K
|
1.26K
$126K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 3.03% |
$109K - $129K
|
43.2K
$4.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.8KNew |
$1.36M - $1.6M
|
15.8K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.1% |
$258 - $304
|
2.99K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.81KNew |
$242K - $285K
|
2.81K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.57KNew |
$650K - $766K
|
7.57K
$761K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$172 - $203
|
2.83K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.28KNew |
$454K - $535K
|
5.28K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-496- 1.9% |
$42.6K - $50.2K
|
25.7K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
450+ 7.95% |
$38.7K - $45.6K
|
6.11K
$615K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
365+ 31.33% |
$31.4K - $37K
|
1.53K
$154K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.11KNew |
$181K - $213K
|
2.11K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.05K+ 6.69% |
$89.8K - $106K
|
16.7K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-4- 0.17% |
$344 - $405
|
2.42K
$243K
|