Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
526+ 2.78% |
$42.7K - $50.4K
|
19.4K
$1.93M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
515+ 1.84% |
$41.8K - $49.4K
|
28.5K
$2.82M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$40.6K - $47.9K
|
500
$49.6K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
464+ 1.22% |
$37.6K - $44.5K
|
38.4K
$3.8M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
450+ 16.59% |
$36.5K - $43.2K
|
3.16K
$314K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
423+ 0.78% |
$34.3K - $40.6K
|
54.4K
$5.4M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
381+ 37.76% |
$30.9K - $36.5K
|
1.39K
$138K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
381+ 1.31% |
$30.9K - $36.5K
|
29.5K
$2.92M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
320+ 4.18% |
$26K - $30.7K
|
7.98K
$791K
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
265+ 0.78% |
$21.5K - $25.4K
|
34.1K
$3.39M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
260+ 142.08% |
$21.1K - $24.9K
|
443
$43.9K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
253+ 5.18% |
$20.5K - $24.3K
|
5.14K
$509K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
192New |
$15.6K - $18.4K
|
192
$19K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
190+ 13.47% |
$15.4K - $18.2K
|
1.6K
$159K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
186+ 6.79% |
$15.1K - $17.8K
|
2.92K
$290K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
186New |
$15.1K - $17.8K
|
186
$18.4K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
148+ 0.69% |
$12K - $14.2K
|
21.6K
$2.14M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
134+ 4.13% |
$10.9K - $12.8K
|
3.38K
$335K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
131+ 0.61% |
$10.6K - $12.6K
|
21.7K
$2.15M
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
130+ 1.9% |
$10.5K - $12.5K
|
6.99K
$693K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
119+ 119.0% |
$9.65K - $11.4K
|
219
$21.7K
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
26+ 0.69% |
$2.11K - $2.49K
|
3.78K
$375K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
24+ 8.36% |
$1.95K - $2.3K
|
311
$30.8K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17+ 0.07% |
$1.38K - $1.63K
|
25.5K
$2.53M
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
13+ 0.21% |
$1.05K - $1.25K
|
6.1K
$605K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.65% |
$974 - $1.15K
|
1.87K
$185K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11+ 0.15% |
$892 - $1.05K
|
7.38K
$731K
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.15% |
$811 - $959
|
6.71K
$665K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10+ 0.37% |
$811 - $959
|
2.68K
$265K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.68% |
$568 - $671
|
1.04K
$103K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$487 - $575
|
7.21K
$715K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.22% |
$243 - $288
|
1.36K
$135K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.71% |
$162 - $192
|
285
$28.3K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.49% |
$81.1 - $95.9
|
206
$20.4K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.09% |
$81.1 - $95.9
|
1.1K
$109K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$81.1 - $95.9
|
1
$99.2
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.61% |
$81.1 - $95.9
|
166
$16.5K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.29% |
$81.1 - $95.9
|
351
$34.8K
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.18% |
$81.1 - $95.9
|
86
$8.53K
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-2- 0.62% |
$162 - $192
|
319
$31.6K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2- 40.0% |
$162 - $192
|
3
$297
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$406 - $479
|
8.83K
$876K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 57.14% |
$649 - $767
|
6
$595
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 7.03% |
$730 - $863
|
119
$11.8K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.03% |
$811 - $959
|
32.8K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-15- 0.39% |
$1.22K - $1.44K
|
3.8K
$377K
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-19- 0.27% |
$1.54K - $1.82K
|
6.91K
$685K
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-34- 0.34% |
$2.76K - $3.26K
|
10.1K
$998K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-46- 1.55% |
$3.73K - $4.41K
|
2.93K
$290K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-65- 0.27% |
$5.27K - $6.23K
|
24.2K
$2.4M
|