Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
76.8KNew |
$6.12M - $6.62M
|
76.8K
$7.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
44.3KNew |
$3.54M - $3.82M
|
44.3K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.1KNew |
$3.2M - $3.46M
|
40.1K
$3.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13KNew |
$1.04M - $1.12M
|
13K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.77K+ 2.11% |
$700K - $756K
|
425K
$41M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.77K+ 57.35% |
$620K - $670K
|
21.3K
$2.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.62K+ 8.55% |
$608K - $657K
|
96.8K
$9.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
6.52K+ 1.05% |
$520K - $562K
|
625K
$60.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.7K+ 1136.93% |
$454K - $491K
|
6.2K
$598K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.69K+ 5.36% |
$454K - $490K
|
112K
$10.8M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
5.43K+ 32.37% |
$433K - $468K
|
22.2K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.4K+ 58.44% |
$271K - $293K
|
9.21K
$888K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.14K+ 0.66% |
$250K - $271K
|
477K
$46M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.1KNew |
$247K - $267K
|
3.1K
$299K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.06K+ 7.97% |
$244K - $264K
|
41.4K
$3.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.95K+ 23.59% |
$235K - $254K
|
15.5K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$207K - $223K
|
2.59K
$250K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.45K+ 29.83% |
$195K - $211K
|
10.7K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
2.4K+ 15.3% |
$191K - $207K
|
18.1K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.31K+ 83.4% |
$184K - $199K
|
5.07K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.96K+ 6.49% |
$157K - $169K
|
32.2K
$3.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.57K+ 7.56% |
$125K - $135K
|
22.3K
$2.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.41K+ 4.18% |
$113K - $122K
|
35.3K
$3.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.3K+ 16.67% |
$104K - $112K
|
9.13K
$880K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.11K+ 15.13% |
$88.6K - $95.7K
|
8.45K
$814K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
980+ 2450.0% |
$78.2K - $84.5K
|
1.02K
$98.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
934+ 9.95% |
$74.5K - $80.5K
|
10.3K
$995K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
912+ 1.55% |
$72.8K - $78.6K
|
59.7K
$5.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
791+ 2.88% |
$63.1K - $68.2K
|
28.2K
$2.72M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
744+ 4.09% |
$59.4K - $64.1K
|
18.9K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
480+ 5.61% |
$38.3K - $41.4K
|
9.03K
$871K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
478+ 2.12% |
$38.1K - $41.2K
|
23K
$2.22M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
442+ 1.08% |
$35.3K - $38.1K
|
41.2K
$3.98M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
417+ 11.2% |
$33.3K - $35.9K
|
4.14K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
402+ 0.68% |
$32.1K - $34.6K
|
59.5K
$5.73M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
400+ 100.0% |
$31.9K - $34.5K
|
800
$77.1K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
400New |
$31.9K - $34.5K
|
400
$38.6K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400+ 100.0% |
$31.9K - $34.5K
|
800
$77.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
356New |
$28.4K - $30.7K
|
356
$34.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
339+ 2.19% |
$27K - $29.2K
|
15.8K
$1.52M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
318New |
$25.4K - $27.4K
|
318
$30.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
310New |
$24.7K - $26.7K
|
310
$29.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
278+ 505.45% |
$22.2K - $24K
|
333
$32.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
255+ 3.38% |
$20.3K - $22K
|
7.81K
$753K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
195New |
$15.6K - $16.8K
|
195
$18.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
137New |
$10.9K - $11.8K
|
137
$13.2K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
78+ 2.12% |
$6.22K - $6.72K
|
3.75K
$362K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
49New |
$3.91K - $4.22K
|
49
$4.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44+ 0.54% |
$3.51K - $3.79K
|
8.13K
$784K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
40New |
$3.19K - $3.45K
|
40
$3.86K
|