Purchases and Sales Made in Q1 2023 in Ishares Tr U S Utils ETF (IDU)
This table provides information about the institutional ownership of Ishares Tr U S Utils ETF (IDU) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR U S UTILS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
377K+ 962.13% |
$29.7M - $33.3M
|
416K
$41.3M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
40.8KNew |
$3.21M - $3.6M
|
40.8K
$4.05M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.5K+ 148.58% |
$2.95M - $3.32M
|
62.8K
$6.23M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.2K+ 102.7% |
$1.91M - $2.14M
|
47.8K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.2K+ 102.7% |
$1.91M - $2.14M
|
47.8K
$4.74M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 7.18% |
$1.24M - $1.39M
|
235K
$23.3M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.3K+ 162.58% |
$887K - $995K
|
18.2K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 415.45% |
$849K - $953K
|
13.4K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.5K+ 11.81% |
$825K - $926K
|
99.2K
$9.84M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1K+ 42.55% |
$796K - $893K
|
33.9K
$3.36M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.36K+ 18.96% |
$738K - $827K
|
58.8K
$5.83M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
8.68K+ 1.42% |
$683K - $767K
|
618K
$61.3M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.32KNew |
$576K - $647K
|
7.32K
$726K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.9K+ 90.18% |
$543K - $609K
|
14.5K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
6.6K+ 7.0% |
$519K - $583K
|
101K
$9.99M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.17K+ 301.86% |
$486K - $545K
|
8.21K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.38K+ 2.85% |
$424K - $476K
|
194K
$19.3M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.56K+ 92.22% |
$359K - $403K
|
9.51K
$943K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.5K+ 125.38% |
$354K - $397K
|
8.08K
$802K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.37KNew |
$344K - $386K
|
4.37K
$434K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
3.72KNew |
$293K - $329K
|
3.72K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.56K+ 11.99% |
$281K - $315K
|
33.3K
$3.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
2.84KNew |
$224K - $251K
|
2.84K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.81K+ 306.76% |
$222K - $249K
|
3.73K
$370K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 2.65% |
$215K - $242K
|
106K
$10.5M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.43K+ 11.53% |
$191K - $214K
|
23.5K
$2.33M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.29KNew |
$181K - $203K
|
2.29K
$228K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.26K+ 22.03% |
$178K - $199K
|
12.5K
$1.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.1K+ 8.27% |
$165K - $185K
|
27.4K
$2.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1.74K+ 12.44% |
$137K - $153K
|
15.7K
$1.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.48KNew |
$116K - $130K
|
1.48K
$146K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.35KNew |
$106K - $119K
|
1.35K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.35K+ 1350.0% |
$106K - $119K
|
1.45K
$144K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 5.14% |
$102K - $114K
|
26.4K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.07K+ 1413.16% |
$84.6K - $94.9K
|
1.15K
$114K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
974+ 162.06% |
$76.7K - $86.1K
|
1.58K
$156K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
905New |
$71.3K - $80K
|
905
$89.8K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
804+ 3.87% |
$63.3K - $71K
|
21.6K
$2.14M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
779+ 3.58% |
$61.4K - $68.8K
|
22.5K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
752New |
$59.2K - $66.5K
|
752
$74.6K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
600New |
$47.3K - $53K
|
600
$59.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
580+ 8.06% |
$45.7K - $51.3K
|
7.77K
$771K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
543New |
$42.8K - $48K
|
543
$53.9K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
492+ 4.98% |
$38.7K - $43.5K
|
10.4K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
400New |
$31.5K - $35.3K
|
400
$39.7K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
346+ 7.0% |
$27.3K - $30.6K
|
5.29K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
331+ 5.04% |
$26.1K - $29.3K
|
6.9K
$685K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
302+ 3.97% |
$23.8K - $26.7K
|
7.91K
$784K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
293+ 1085.19% |
$23.1K - $25.9K
|
320
$31.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
248+ 25.94% |
$19.5K - $21.9K
|
1.2K
$119K
|