Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.43MNew |
$116M - $133M
|
1.43M
$142M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
182K+ 2671.95% |
$14.7M - $16.8M
|
189K
$18.7M
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
96.6KNew |
$7.82M - $8.95M
|
96.6K
$9.58M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
81.7KNew |
$6.61M - $7.57M
|
81.7K
$8.1M
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
81.6KNew |
$6.6M - $7.56M
|
81.6K
$8.09M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
80.2KNew |
$6.49M - $7.43M
|
80.2K
$7.96M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
52.6KNew |
$4.26M - $4.87M
|
52.6K
$5.22M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.1KNew |
$3.73M - $4.27M
|
46.1K
$4.57M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.7K+ 156.23% |
$3.29M - $3.77M
|
66.7K
$6.61M
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
40KNew |
$3.24M - $3.7M
|
40K
$3.96M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.9K+ 6.16% |
$2.66M - $3.05M
|
568K
$56.3M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.9K+ 6.16% |
$2.66M - $3.05M
|
568K
$56.3M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
30.5KNew |
$2.46M - $2.82M
|
30.5K
$3.02M
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
30.3KNew |
$2.45M - $2.81M
|
30.3K
$3.01M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25K+ 24.99% |
$2.02M - $2.32M
|
125K
$12.4M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.9K+ 166.59% |
$1.77M - $2.02M
|
35K
$3.47M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.6KNew |
$1.67M - $1.91M
|
20.6K
$2.05M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
20.5KNew |
$1.66M - $1.9M
|
20.5K
$2.04M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.4KNew |
$1.65M - $1.89M
|
20.4K
$2.02M
|
|
Aug 14, 2024
Q2 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$1.62M - $1.85M
|
20K
$1.98M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.8K+ 19.5% |
$1.6M - $1.84M
|
121K
$12M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.7K+ 128.62% |
$1.59M - $1.82M
|
35K
$3.47M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 11.66% |
$1.52M - $1.74M
|
180K
$17.8M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 25.21% |
$1.25M - $1.43M
|
76.8K
$7.62M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 11.32% |
$1.03M - $1.18M
|
125K
$12.4M
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.6KNew |
$935K - $1.07M
|
11.6K
$1.15M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.5KNew |
$932K - $1.07M
|
11.5K
$1.14M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.8KNew |
$872K - $998K
|
10.8K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.3K+ 2.71% |
$830K - $950K
|
389K
$38.6M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 25.13% |
$820K - $939K
|
50.5K
$5M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.51KNew |
$770K - $881K
|
9.51K
$943K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.22K+ 20.14% |
$665K - $761K
|
49K
$4.86M
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
7.59KNew |
$614K - $703K
|
7.59K
$753K
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.3KNew |
$591K - $676K
|
7.3K
$724K
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.44KNew |
$521K - $596K
|
6.44K
$638K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.96KNew |
$482K - $552K
|
5.96K
$591K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.05K+ 23.5% |
$409K - $468K
|
26.6K
$2.63M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.99K+ 27.03% |
$404K - $462K
|
23.5K
$2.33M
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.82KNew |
$390K - $447K
|
4.82K
$478K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.46KNew |
$361K - $413K
|
4.46K
$442K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.1KNew |
$332K - $380K
|
4.1K
$407K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.95KNew |
$320K - $366K
|
3.95K
$392K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.49KNew |
$282K - $323K
|
3.49K
$346K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$277K - $317K
|
3.42K
$339K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.23KNew |
$262K - $300K
|
3.23K
$321K
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.23K+ 9.25% |
$262K - $299K
|
38.2K
$3.78M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.09K+ 79.0% |
$250K - $286K
|
6.99K
$693K
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.96KNew |
$240K - $275K
|
2.96K
$294K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.76KNew |
$223K - $255K
|
2.76K
$273K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.55KNew |
$206K - $236K
|
2.55K
$253K
|