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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.32KNew |
$160K - $177K
|
2.32K
$232K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-632Closed |
$43.6K - $48.2K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-220Closed |
$15.2K - $16.8K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
40New |
$2.76K - $3.05K
|
40
$4K
|
|
|
Apr 19, 2021
Q1 2021
|
Brightworth
|
SELL
|
- |
-3.04KClosed |
$210K - $232K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3K+ 300.0% |
$182K - $212K
|
4K
$400K
|
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
BUY
|
- |
240+ 300.0% |
$14.5K - $16.9K
|
320
$32K
|
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
800New |
$48.5K - $56.4K
|
800
$79.9K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.38KNew |
$83.7K - $97.3K
|
1.38K
$138K
|
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
150+ 300.0% |
$9.09K - $10.6K
|
200
$20K
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.14K+ 300.0% |
$251K - $292K
|
5.52K
$551K
|
|
|
Jan 26, 2021
Q4 2020
|
Spinnaker Trust
|
BUY
|
- |
10.4K+ 300.0% |
$633K - $736K
|
13.9K
$1.39M
|
|
|
Jan 14, 2021
Q4 2020
|
Pflug Koory, LLC
|
BUY
|
- |
102+ 300.0% |
$6.18K - $7.19K
|
136
$13.6K
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
BUY
|
- |
306+ 300.0% |
$18.5K - $21.6K
|
408
$40.8K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-189Closed |
$10.5K - $12.3K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-94Closed |
$5.2K - $6.13K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-19Closed |
$1.05K - $1.24K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
21+ 6.27% |
$882 - $1.22K
|
356
$35.6K
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.14KClosed |
$89.7K - $124K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Mv Capital Management, Inc.
|
SELL
|
- |
-197Closed |
$8.27K - $11.5K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.74KClosed |
$157K - $218K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-1.13KClosed |
$45.1K - $67.7K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-352Closed |
$14K - $21K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.91KClosed |
$75.9K - $114K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.13KClosed |
$45.1K - $67.7K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.19KClosed |
$47.2K - $70.7K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-71Closed |
$2.83K - $4.24K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-36Closed |
$1.43K - $2.15K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.96KClosed |
$357K - $535K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-490Closed |
$19.5K - $29.2K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-43Closed |
$1.71K - $2.57K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-25Closed |
$995 - $1.49K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-51Closed |
$2.03K - $3.04K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-459Closed |
$18.3K - $27.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8.93KClosed |
$475K - $513K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-88Closed |
$4.68K - $5.06K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.3KClosed |
$441K - $477K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.83KClosed |
$97.4K - $105K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-486Closed |
$25.8K - $27.9K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-953Closed |
$50.7K - $54.8K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32Closed |
$1.7K - $1.84K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-185Closed |
$9.84K - $10.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-21.5KClosed |
$1.16M - $1.21M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-39Closed |
$2.1K - $2.19K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.67KClosed |
$144K - $150K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.45KClosed |
$510K - $530K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.48KClosed |
$134K - $139K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1Closed |
$54 - $56.1
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Trust CO
|
SELL
|
- |
-69Closed |
$3.72K - $3.87K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-23.7KClosed |
N/A
|
0
$0
|
|