Purchases and Sales Made in Q1 2023 in Ishares Tr U S Utils ETF (IDU)

IDU Quotes by TradingView

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
Bison Wealth, LLC

BUY
 -
225
+ 4.03%
$17.7K - $19.9K
5.81K $565K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
172
New
$13.5K - $15.2K
172 $16.7K
May 10, 2023 Q1 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
157
+ 1.03%
$12.4K - $13.9K
15.5K $1.5M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
130
+ 3.71%
$10.2K - $11.5K
3.63K $353K
Apr 11, 2023 Q1 2023
Weaver Consulting Group

BUY
 -
125
+ 3.56%
$9.85K - $11K
3.63K $353K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
72
+ 25.71%
$5.67K - $6.36K
352 $34.2K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
55
New
$4.33K - $4.86K
55 $5.35K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
45
+ 1.24%
$3.54K - $3.98K
3.68K $357K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
42
+ 4.04%
$3.31K - $3.71K
1.08K $105K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
35
+ 1.31%
$2.76K - $3.09K
2.7K $263K
Apr 27, 2023 Q1 2023
Rice Partnership, LLC

BUY
 -
30
New
$2.36K - $2.65K
30 $2.92K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
29
+ 1.01%
$2.28K - $2.56K
2.89K $281K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
25
+ 0.46%
$1.97K - $2.21K
5.43K $528K
Apr 27, 2023 Q1 2023
Bensler, LLC

Bellevue, WA
BUY
 -
21
+ 0.55%
$1.65K - $1.86K
3.82K $372K
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
18
+ 0.11%
$1.42K - $1.59K
17.1K $1.66M
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
7
+ 0.67%
$551 - $619
1.06K $103K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
6
+ 0.32%
$473 - $530
1.88K $183K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
5
+ 0.07%
$394 - $442
7.22K $702K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
3
+ 0.22%
$236 - $265
1.37K $133K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
3
+ 0.54%
$236 - $265
555 $54K
May 10, 2023 Q1 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
3
+ 0.78%
$236 - $265
387 $37.6K
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2
+ 0.05%
$158 - $177
4.11K $400K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
2
+ 0.7%
$158 - $177
289 $28.1K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
2
+ 0.53%
$158 - $177
378 $36.7K
Apr 26, 2023 Q1 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
1
+ 1.16%
$78.8 - $88.4
87 $8.46K
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.6%
$78.8 - $88.4
168 $16.3K
May 09, 2023 Q1 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 1.08%
$78.8 - $88.4
94 $9.14K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-1
- 0.03%
$78.8 - $88.4
2.93K $285K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-14
- 0.37%
$1.1K - $1.24K
3.76K $366K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-15
- 2.11%
$1.18K - $1.33K
695 $67.6K
May 04, 2023 Q1 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
SELL
 -
-30
- 0.94%
$2.36K - $2.65K
3.16K $308K
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-36
- 1.31%
$2.84K - $3.18K
2.7K $263K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-47
- 0.64%
$3.7K - $4.15K
7.34K $713K
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

SELL
 -
-70
- 1.64%
$5.51K - $6.19K
4.2K $409K
May 11, 2023 Q1 2023
Citigroup Inc

SELL
 -
-71
- 0.79%
$5.59K - $6.27K
8.9K $865K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-80
Closed
$6.3K - $7.07K
0 $0
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-137
- 1.74%
$10.8K - $12.1K
7.75K $753K
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

SELL
 -
-150
- 1.72%
$11.8K - $13.3K
8.59K $835K
May 17, 2023 Q1 2023
Apexium Financial, LP

SELL
 -
-154
- 4.08%
$12.1K - $13.6K
3.62K $352K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-175
- 35.0%
$13.8K - $15.5K
325 $31.6K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-245
- 2.54%
$19.3K - $21.7K
9.4K $913K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-264
- 0.68%
$20.8K - $23.3K
38.4K $3.73M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-287
- 4.68%
$22.6K - $25.4K
5.85K $569K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-293
- 91.56%
$23.1K - $25.9K
27 $2.62K
Apr 19, 2023 Q1 2023
Field & Main Bank

SELL
 -
-295
- 6.32%
$23.2K - $26.1K
4.38K $425K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-320
- 10.37%
$25.2K - $28.3K
2.77K $269K
Apr 17, 2023 Q1 2023
Cadent Capital Advisors, LLC

SELL
 -
-325
- 3.21%
$25.6K - $28.7K
9.8K $953K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-361
- 6.61%
$28.4K - $31.9K
5.1K $496K

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