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 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.73KNew |
$172K - $210K
|
2.73K
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.27K- 29.4% |
$79.8K - $97.2K
|
3.04K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
593New |
$37.4K - $45.5K
|
593
$59.2K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.4K- 41.3% |
$654K - $796K
|
14.7K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
580New |
$36.6K - $44.5K
|
580
$57.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.31KNew |
$209K - $254K
|
3.31K
$331K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
230New |
$14.5K - $17.7K
|
230
$23K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-10.1K- 99.26% |
$640K - $779K
|
76
$7.59K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.55% |
$63.1 - $76.8
|
183
$18.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-450- 8.74% |
$28.4K - $34.6K
|
4.7K
$469K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.36KNew |
$275K - $335K
|
4.36K
$435K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-946- 8.95% |
$59.7K - $72.7K
|
9.62K
$961K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
208New |
$13.8K - $15.4K
|
208
$20.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-30- 1.56% |
$1.98K - $2.21K
|
1.9K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.18KNew |
$210K - $235K
|
3.18K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
264New |
$17.5K - $19.5K
|
264
$26.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.38KNew |
$224K - $250K
|
3.38K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
743+ 4.02% |
$49.1K - $54.9K
|
19.2K
$1.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
619+ 13.27% |
$40.9K - $45.7K
|
5.28K
$528K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-78- 1.84% |
$5.16K - $5.76K
|
4.16K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29- 0.82% |
$1.92K - $2.14K
|
3.53K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
CALL |
-600- 46.15% |
$39.7K - $44.3K
|
700
$69.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
12.9KNew |
$851K - $950K
|
12.9K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$13.2K - $14.8K
|
200
$20K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
3.33KNew |
$220K - $246K
|
3.33K
$332K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
23.9KNew |
$1.58M - $1.77M
|
23.9K
$2.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.26KNew |
$282K - $315K
|
4.26K
$426K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.89% |
$3.31K - $3.69K
|
5.58K
$558K
|
|
| Q2 2023 | |||||||
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
210New |
$13.2K - $14.9K
|
210
$21K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.86K- 5.94% |
$117K - $133K
|
29.5K
$2.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
626+ 15.58% |
$39.2K - $44.6K
|
4.64K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88+ 1.03% |
$5.52K - $6.26K
|
8.67K
$866K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-108- 40.75% |
$6.77K - $7.69K
|
157
$15.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.81KNew |
$239K - $271K
|
3.81K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
56New |
$3.51K - $3.99K
|
56
$5.59K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.86KNew |
$179K - $203K
|
2.86K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
2.68K+ 44.69% |
$168K - $191K
|
8.68K
$867K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.88KNew |
$368K - $418K
|
5.88K
$587K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.4K- 22.11% |
$87.8K - $99.6K
|
4.93K
$493K
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-26.6K- 54.17% |
$1.67M - $1.89M
|
22.5K
$2.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-516- 21.18% |
$32.3K - $36.7K
|
1.92K
$192K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.38KNew |
$212K - $240K
|
3.38K
$337K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
163New |
$10.2K - $11.6K
|
163
$16.3K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
476New |
$27K - $32.2K
|
476
$47.5K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.73K+ 1441.67% |
$98.2K - $117K
|
1.85K
$185K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.8KNew |
$216K - $257K
|
3.8K
$379K
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
$206K - $246K
|
3.64K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-560- 0.43% |
$31.8K - $37.9K
|
131K
$13.1M
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.09KNew |
$345K - $412K
|
6.09K
$608K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-700- 12.61% |
$39.7K - $47.4K
|
4.85K
$484K
|
|