Latest Institutional Purchases of Ishares U.S. Consumer Discreti (IYC)
This list provides information on the latest institutional transactions involving Ishares U.S. Consumer Discreti (IYC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
6.09KNew |
$345K - $412K
|
6.09K
$609K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.84KNew |
$218K - $260K
|
3.84K
$384K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.8KNew |
$216K - $257K
|
3.8K
$380K
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.64KNew |
$206K - $246K
|
3.64K
$364K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.73K+ 1441.67% |
$98.2K - $117K
|
1.85K
$185K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
500New |
$28.4K - $33.8K
|
500
$50K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
476New |
$27K - $32.2K
|
476
$47.6K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1+ 0.15% |
$56.8 - $67.7
|
652
$65.3K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
9.44KNew |
$526K - $597K
|
9.44K
$945K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.21K+ 67.19% |
$67.3K - $76.4K
|
3.01K
$301K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
800New |
$44.6K - $50.6K
|
800
$80.1K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
636New |
$35.4K - $40.2K
|
636
$63.7K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
605New |
$33.7K - $38.3K
|
605
$60.6K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
255New |
$14.2K - $16.1K
|
255
$25.5K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
160+ 69.57% |
$8.91K - $10.1K
|
390
$39K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
136+ 2.7% |
$7.57K - $8.6K
|
5.17K
$517K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
136+ 2.7% |
$7.57K - $8.6K
|
5.17K
$517K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
54New |
$3.01K - $3.42K
|
54
$5.4K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
29New |
$1.62K - $1.83K
|
29
$2.9K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.37KNew |
$483K - $589K
|
8.37K
$838K
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6KNew |
$346K - $422K
|
6K
$601K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.51KNew |
$318K - $388K
|
5.51K
$551K
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
BUY
|
- |
3.51KNew |
$203K - $247K
|
3.51K
$352K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.64KNew |
$94.6K - $115K
|
1.64K
$164K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
675New |
$39K - $47.5K
|
675
$67.6K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
600New |
$34.6K - $42.2K
|
600
$60.1K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
261+ 326.25% |
$15.1K - $18.4K
|
341
$34.1K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$289 - $352
|
5
$500
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
25.8K+ 587.5% |
$1.43M - $1.97M
|
30.1K
$3.02M
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
21.4KNew |
$1.19M - $1.64M
|
21.4K
$2.15M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1K+ 68.09% |
$1M - $1.38M
|
44.6K
$4.47M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.83KNew |
$269K - $369K
|
4.83K
$484K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
3.62KNew |
$201K - $276K
|
3.62K
$362K
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.52KNew |
$196K - $268K
|
3.52K
$352K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
375New |
$20.8K - $28.6K
|
375
$37.5K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
190New |
$10.6K - $14.5K
|
190
$19K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1+ 0.03% |
$55.6 - $76.3
|
3.27K
$327K
|
|
Q1 2022 | |||||||
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
1K+ 1000.0% |
$67.9K - $85.3K
|
1.1K
$110K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
344New |
$23.4K - $29.3K
|
344
$34.4K
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
260New |
$17.6K - $22.2K
|
260
$26K
|
|
Q4 2021 | |||||||
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
138KNew |
$10.6M - $12M
|
138K
$13.8M
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
4.2KNew |
$325K - $365K
|
4.2K
$420K
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.89KNew |
$224K - $252K
|
2.89K
$290K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
352New |
$27.2K - $30.6K
|
352
$35.2K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
160New |
$12.4K - $13.9K
|
160
$16K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
35KNew |
$2.67M - $2.81M
|
35K
$3.5M
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.8K+ 43.27% |
$137K - $144K
|
5.96K
$597K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1.06KNew |
$80.8K - $85K
|
1.06K
$106K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1KNew |
$76.2K - $80.2K
|
1K
$100K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
260New |
$19.8K - $20.9K
|
260
$26K
|