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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-376- 1.12% |
$30K - $32.4K
|
33.2K
$3.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-427- 5.4% |
$34.1K - $36.8K
|
7.48K
$721K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-524- 14.43% |
$41.8K - $45.2K
|
3.11K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-571- 2.16% |
$45.6K - $49.2K
|
25.8K
$2.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-589- 8.91% |
$47K - $50.8K
|
6.02K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-644- 2.01% |
$51.4K - $55.5K
|
31.3K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-950- 4.37% |
$75.8K - $81.9K
|
20.8K
$2M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-978- 18.21% |
$78K - $84.3K
|
4.39K
$423K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.03K- 8.73% |
$81.9K - $88.5K
|
10.7K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.07K- 93.39% |
$85.7K - $92.6K
|
76
$7.33K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.1K- 4.98% |
$87.9K - $95K
|
21K
$2.03M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.24K- 22.79% |
$98.7K - $107K
|
4.19K
$404K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.29K- 17.92% |
$103K - $112K
|
5.93K
$572K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.33K- 19.33% |
$106K - $115K
|
5.57K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.4K- 24.97% |
$112K - $121K
|
4.21K
$406K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.48K- 24.52% |
$118K - $128K
|
4.56K
$439K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.75K- 7.45% |
$139K - $151K
|
21.7K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.8K- 20.18% |
$143K - $155K
|
7.1K
$685K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.29K- 31.26% |
$182K - $197K
|
5.03K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.43K- 65.17% |
$194K - $210K
|
1.3K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.63K- 18.08% |
$210K - $227K
|
11.9K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-2.82K- 8.78% |
$225K - $243K
|
29.3K
$2.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.02K- 36.58% |
$241K - $260K
|
5.24K
$505K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.75K- 2.95% |
$299K - $323K
|
123K
$11.9M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.99K- 41.94% |
$318K - $344K
|
5.52K
$532K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.04K- 6.77% |
$322K - $348K
|
55.6K
$5.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.14K- 8.41% |
$330K - $356K
|
45K
$4.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.31K- 41.56% |
$344K - $372K
|
6.06K
$585K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-4.86K- 5.67% |
$388K - $419K
|
80.8K
$7.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.63K- 6.58% |
$529K - $571K
|
94.1K
$9.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.24K- 27.76% |
$737K - $796K
|
24K
$2.32M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 21.7% |
$827K - $894K
|
37.4K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 21.7% |
$827K - $894K
|
37.4K
$3.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.7K- 77.05% |
$1.41M - $1.53M
|
5.28K
$509K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.9K- 19.52% |
$1.43M - $1.54M
|
73.8K
$7.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.5K- 74.08% |
$1.56M - $1.68M
|
6.83K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.5K- 26.7% |
$2.11M - $2.28M
|
72.7K
$7.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.9K- 16.58% |
$2.94M - $3.18M
|
186K
$17.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-37.3K- 83.31% |
$2.97M - $3.21M
|
7.47K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-38.4K- 19.73% |
$3.06M - $3.31M
|
156K
$15M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.7K- 63.18% |
$3.16M - $3.42M
|
23.1K
$2.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.5K- 22.38% |
$4.19M - $4.53M
|
182K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-238K- 48.12% |
$19M - $20.5M
|
256K
$24.7M
|