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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.94KClosed |
$163K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1K+ 68.09% |
$1M - $1.38M
|
44.6K
$3.94M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-187Closed |
$10.4K - $14.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.34K- 26.99% |
$74.4K - $102K
|
3.62K
$320K
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.17KClosed |
$343K - $471K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-600Closed |
$33.3K - $45.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.01KClosed |
$56.2K - $77.2K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
190New |
$10.6K - $14.5K
|
190
$16.8K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-220Closed |
$12.2K - $16.8K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.4KClosed |
$189K - $259K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.86KClosed |
$270K - $371K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.83KNew |
$269K - $369K
|
4.83K
$427K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$20.8K - $28.6K
|
375
$33.1K
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.23KClosed |
$235K - $323K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-201- 5.36% |
$11.2K - $15.3K
|
3.55K
$314K
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-12.9KClosed |
$718K - $986K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
25.8K+ 587.5% |
$1.43M - $1.97M
|
30.1K
$2.66M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.97KClosed |
$165K - $227K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-220Closed |
$12.2K - $16.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-88.8K- 96.17% |
$4.94M - $6.78M
|
3.53K
$312K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.37KClosed |
$187K - $257K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48Closed |
$2.67K - $3.66K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.74KClosed |
$430K - $591K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
21.4KNew |
$1.19M - $1.64M
|
21.4K
$1.89M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.52KNew |
$196K - $268K
|
3.52K
$311K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-992Closed |
$55.1K - $75.7K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-12KClosed |
$669K - $918K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.77KClosed |
$265K - $364K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.03% |
$55.6 - $76.3
|
3.27K
$289K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
3.62KNew |
$201K - $276K
|
3.62K
$320K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-108- 46.55% |
$6K - $8.24K
|
124
$11K
|
|
Q1 2022 | |||||||
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-2.2KClosed |
$149K - $188K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.86KClosed |
$534K - $671K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-2Closed |
$136 - $171
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-400Closed |
$27.2K - $34.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.48KClosed |
$168K - $211K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.44KClosed |
$166K - $208K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-6.12KClosed |
$415K - $522K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.67KClosed |
$181K - $228K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
260New |
$17.6K - $22.2K
|
260
$23K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.74KClosed |
$186K - $234K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.6KClosed |
$176K - $222K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-825- 13.31% |
$56K - $70.4K
|
5.38K
$475K
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.68KClosed |
$182K - $229K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-4.23KClosed |
$287K - $361K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40- 16.13% |
$2.72K - $3.41K
|
208
$18.4K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-603Closed |
$40.9K - $51.4K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.09KClosed |
$210K - $264K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
344New |
$23.4K - $29.3K
|
344
$30.4K
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-453Closed |
$30.7K - $38.6K
|
0
$0
|