Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
61+ 0.51% |
$4.65K - $5.16K
|
12K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60+ 1.18% |
$4.57K - $5.07K
|
5.16K
$502K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
55+ 0.83% |
$4.19K - $4.65K
|
6.71K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$3.81K - $4.23K
|
50
$4.86K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
26+ 5.05% |
$1.98K - $2.2K
|
541
$52.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14+ 0.25% |
$1.07K - $1.18K
|
5.52K
$536K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12+ 0.06% |
$914 - $1.01K
|
20.6K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8+ 0.06% |
$609 - $676
|
13.7K
$1.34M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$381 - $423
|
963
$93.6K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.58% |
$305 - $338
|
699
$68K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.32% |
$305 - $338
|
1.24K
$120K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.53% |
$228 - $254
|
571
$55.5K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.01% |
$152 - $169
|
22.3K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.04% |
$76.2 - $84.5
|
97
$9.43K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$76.2 - $84.5
|
220
$21.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.22% |
$76.2 - $84.5
|
450
$43.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5- 1.31% |
$381 - $423
|
377
$36.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-8- 0.23% |
$609 - $676
|
3.48K
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-24- 1.74% |
$1.83K - $2.03K
|
1.35K
$132K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-25- 1.43% |
$1.9K - $2.11K
|
1.72K
$167K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 6.06% |
$2.28K - $2.54K
|
465
$45.2K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-32- 9.58% |
$2.44K - $2.7K
|
302
$29.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-33- 0.41% |
$2.51K - $2.79K
|
8.09K
$786K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-37- 0.9% |
$2.82K - $3.13K
|
4.09K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-50- 1.32% |
$3.81K - $4.23K
|
3.73K
$363K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 50.0% |
$3.81K - $4.23K
|
50
$4.86K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-55- 0.95% |
$4.19K - $4.65K
|
5.74K
$558K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-75- 2.95% |
$5.71K - $6.34K
|
2.47K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-87- 4.81% |
$6.63K - $7.35K
|
1.72K
$167K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-88- 2.04% |
$6.7K - $7.44K
|
4.22K
$411K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.17% |
$7.62K - $8.45K
|
8.45K
$822K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-100- 0.53% |
$7.62K - $8.45K
|
18.9K
$1.84M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 25.0% |
$7.62K - $8.45K
|
300
$29.2K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-114- 0.55% |
$8.68K - $9.64K
|
20.6K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-116- 2.53% |
$8.83K - $9.8K
|
4.46K
$434K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-121- 0.11% |
$9.22K - $10.2K
|
112K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-128- 2.44% |
$9.75K - $10.8K
|
5.11K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-152- 0.63% |
$11.6K - $12.8K
|
23.8K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-162- 3.63% |
$12.3K - $13.7K
|
4.3K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-187- 2.28% |
$14.2K - $15.8K
|
8.01K
$778K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-377- 1.14% |
$28.7K - $31.9K
|
32.6K
$3.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-400- 11.24% |
$30.5K - $33.8K
|
3.16K
$307K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-421- 1.59% |
$32.1K - $35.6K
|
26K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-430- 9.48% |
$32.7K - $36.3K
|
4.11K
$399K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-460- 6.21% |
$35K - $38.9K
|
6.94K
$675K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-473- 10.8% |
$36K - $40K
|
3.91K
$380K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-499- 2.69% |
$38K - $42.2K
|
18.1K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-506- 42.31% |
$38.5K - $42.8K
|
690
$67.1K
|