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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-41- 0.96% |
$3.12K - $3.62K
|
4.22K
$422K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-265- 2.35% |
$20.2K - $23.4K
|
11K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.18KNew |
$622K - $722K
|
8.18K
$817K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
608+ 7.98% |
$46.3K - $53.7K
|
8.23K
$822K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-48- 1.6% |
$3.65K - $4.24K
|
2.96K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
787New |
$59.9K - $69.5K
|
787
$78.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 62.62% |
$5.1K - $5.92K
|
174
$17.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-20- 0.24% |
$1.52K - $1.77K
|
8.22K
$821K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-59- 0.42% |
$4.49K - $5.21K
|
13.9K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
140+ 5.02% |
$10.7K - $12.4K
|
2.93K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1K- 13.16% |
$76.1K - $88.3K
|
6.6K
$659K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$152 - $177
|
4.3K
$430K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59New |
$4.49K - $5.21K
|
59
$5.89K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.87KNew |
$218K - $253K
|
2.87K
$286K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.42KNew |
$184K - $214K
|
2.42K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-663- 4.81% |
$50.5K - $58.5K
|
13.1K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.06% |
$152 - $177
|
3.29K
$328K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.16% |
$1.9K - $2.21K
|
15.3K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.3K- 27.85% |
$1.92M - $2.23M
|
65.5K
$6.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.61K+ 3.07% |
$122K - $142K
|
54K
$5.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.14K- 4.25% |
$468K - $543K
|
139K
$13.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-41- 37.96% |
$3.12K - $3.62K
|
67
$6.69K
|
|
|
Oct 15, 2024
Q3 2024
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.32KNew |
$177K - $205K
|
2.32K
$232K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
452+ 5.51% |
$34.4K - $39.9K
|
8.66K
$865K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$76.1 - $88.3
|
495
$49.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-500- 7.36% |
$38.1K - $44.2K
|
6.3K
$629K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-240- 1.84% |
$18.3K - $19.7K
|
12.8K
$1.28M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-12- 0.12% |
$915 - $983
|
9.63K
$961K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.25K+ 98.87% |
$248K - $266K
|
6.54K
$653K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
353+ 7.81% |
$26.9K - $28.9K
|
4.88K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9KNew |
$686K - $737K
|
9K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
11KNew |
$839K - $901K
|
11K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.84KNew |
$217K - $233K
|
2.84K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.16K+ 16.93% |
$88.2K - $94.7K
|
7.98K
$798K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.3KNew |
$940K - $1.01M
|
12.3K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.1KNew |
$2.53M - $2.71M
|
33.1K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
916+ 6.96% |
$69.9K - $75K
|
14.1K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-368Closed |
$28.1K - $30.1K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
263New |
$20.1K - $21.5K
|
263
$26.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.4K- 19.5% |
$106K - $114K
|
5.76K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
52New |
$3.97K - $4.26K
|
52
$5.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.11K- 9.83% |
$85K - $91.2K
|
10.2K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10.8K- 17.36% |
$823K - $884K
|
51.4K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$76.3 - $81.9
|
2.73K
$272K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-200- 4.67% |
$15.3K - $16.4K
|
4.08K
$408K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 11.93% |
$99.2K - $106K
|
9.6K
$959K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-576- 12.93% |
$43.9K - $47.2K
|
3.88K
$387K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.91KNew |
$374K - $402K
|
4.91K
$490K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
449New |
$34.2K - $36.8K
|
449
$44.9K
|
|