Purchases and Sales Made in Q2 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 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 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
26
New
$2.07K - $2.24K
26 $2.51K
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
BUY
 -
18
+ 0.47%
$1.44K - $1.55K
3.84K $370K
Jul 26, 2023 Q2 2023
Kesler, Norman & Wride, LLC

BUY
 -
17
+ 0.69%
$1.36K - $1.47K
2.47K $238K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
15
+ 0.16%
$1.2K - $1.29K
9.41K $907K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
14
+ 3.98%
$1.12K - $1.21K
366 $35.3K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
13
+ 0.25%
$1.04K - $1.12K
5.3K $511K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
12
New
$957 - $1.03K
12 $1.16K
Jul 10, 2023 Q2 2023
Rise Advisors, LLC

BUY
 -
5
+ 0.47%
$399 - $431
1.06K $102K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
5
+ 0.27%
$399 - $431
1.88K $182K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
4
+ 0.44%
$319 - $345
909 $87.6K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
3
+ 0.54%
$239 - $259
558 $53.8K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
2
+ 0.53%
$160 - $172
380 $36.6K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
2
+ 0.15%
$160 - $172
1.37K $132K
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
1
+ 0.35%
$79.8 - $86.2
290 $28K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
1
+ 5.0%
$79.8 - $86.2
21 $2.02K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1
+ 0.08%
$79.8 - $86.2
1.21K $116K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.28%
$79.8 - $86.2
361 $34.8K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
1
+ 0.28%
$79.8 - $86.2
352 $33.9K
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1
+ 0.19%
$79.8 - $86.2
518 $49.9K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.6%
$79.8 - $86.2
169 $16.3K
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
1
+ 0.26%
$79.8 - $86.2
388 $37.4K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-8
- 40.0%
$638 - $690
12 $1.16K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-9
- 0.31%
$718 - $776
2.88K $278K
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-9
- 0.24%
$718 - $776
3.76K $362K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

SELL
 -
-14
- 0.24%
$1.12K - $1.21K
5.79K $559K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-16
- 0.29%
$1.28K - $1.38K
5.45K $525K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-28
- 0.48%
$2.23K - $2.41K
5.82K $561K
Aug 10, 2023 Q2 2023
Washington Trust Bank

SELL
 -
-37
- 1.44%
$2.95K - $3.19K
2.54K $245K
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-49
- 0.83%
$3.91K - $4.22K
5.82K $561K
Aug 08, 2023 Q2 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
SELL
 -
-49
- 1.55%
$3.91K - $4.22K
3.12K $300K
Jul 24, 2023 Q2 2023
Retirement Planning Group

SELL
 -
-55
- 1.94%
$4.39K - $4.74K
2.78K $268K
Jul 25, 2023 Q2 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
SELL
 -
-56
- 0.83%
$4.47K - $4.83K
6.66K $642K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
SELL
 -
-58
- 0.22%
$4.63K - $5K
26.5K $2.56M
Jul 31, 2023 Q2 2023
Antonetti Capital Management LLC

SELL
 -
-80
- 22.6%
$6.38K - $6.9K
274 $26.4K
Aug 15, 2023 Q2 2023
Holderness Investments CO

Greensboro, NC
SELL
 -
-86
- 0.5%
$6.86K - $7.41K
17K $1.64M
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-107
- 9.9%
$8.54K - $9.22K
974 $93.9K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-113
- 0.59%
$9.02K - $9.74K
19.1K $1.84M
Jul 26, 2023 Q2 2023
Field & Main Bank

SELL
 -
-120
- 2.74%
$9.57K - $10.3K
4.26K $410K
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-138
- 1.98%
$11K - $11.9K
6.82K $657K
Aug 14, 2023 Q2 2023
Stephens Inc

SELL
 -
-150
- 0.95%
$12K - $12.9K
15.7K $1.52M
Jul 07, 2023 Q2 2023
Independence Bank Of Kentucky

SELL
 -
-155
- 1.99%
$12.4K - $13.4K
7.62K $735K
Jul 21, 2023 Q2 2023
First Command Financial Services, Inc.

SELL
 -
-184
- 50.14%
$14.7K - $15.9K
183 $17.6K
Jul 21, 2023 Q2 2023
First Command Bank

SELL
 -
-184
- 50.14%
$14.7K - $15.9K
183 $17.6K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
SELL
 -
-200
- 51.15%
$16K - $17.2K
191 $18.4K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

SELL
 -
-201
- 5.54%
$16K - $17.3K
3.43K $331K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-310
- 2.11%
$24.7K - $26.7K
14.4K $1.39M
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

SELL
 -
-310
- 3.61%
$24.7K - $26.7K
8.28K $798K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-356
- 30.8%
$28.4K - $30.7K
800 $77.1K

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