Purchases and Sales Made in Q3 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 Q3 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
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
119K
New
$8.78M - $10.2M
119K $11.6M
Oct 27, 2023 Q3 2023
Bellwether Advisors, LLC

BUY
 -
63.2K
New
$4.65M - $5.39M
63.2K $6.15M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
46.6K
+ 6200.0%
$3.42M - $3.98M
47.4K $4.61M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
36.6K
+ 396.89%
$2.69M - $3.12M
45.8K $4.45M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
23.2K
+ 55.9%
$1.7M - $1.97M
64.6K $6.28M
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
22.1K
New
$1.62M - $1.88M
22.1K $2.14M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
18.7K
+ 239.24%
$1.37M - $1.59M
26.5K $2.58M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17.7K
+ 31.9%
$1.3M - $1.51M
73.4K $7.13M
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
14.6K
+ 32.86%
$1.07M - $1.24M
58.9K $5.72M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
12.1K
New
$890K - $1.03M
12.1K $1.18M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
10.2K
+ 192.45%
$747K - $867K
15.5K $1.5M
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
8.78K
+ 1.41%
$645K - $748K
633K $61.6M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
8.36K
New
$614K - $713K
8.36K $813K
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
5.33K
New
$391K - $454K
5.33K $518K
Nov 13, 2023 Q3 2023
Callodine Capital Management, LP

Boston, MA
BUY
 -
5K
New
$367K - $426K
5K $486K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
3.76K
New
$276K - $320K
3.76K $365K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
3.29K
New
$242K - $280K
3.29K $320K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.42K
+ 11.34%
$178K - $206K
23.7K $2.31M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.4K
+ 77.57%
$177K - $205K
5.5K $535K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
1.89K
+ 45.17%
$139K - $161K
6.08K $591K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
1.47K
+ 100.48%
$108K - $125K
2.93K $285K
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.14K
+ 111.27%
$83.4K - $96.8K
2.16K $210K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
1K
+ 110.01%
$73.5K - $85.3K
1.91K $186K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
830
+ 3.59%
$61K - $70.8K
23.9K $2.33M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
823
+ 8.75%
$60.5K - $70.2K
10.2K $995K
Oct 19, 2023 Q3 2023
Family Firm, Inc.

BUY
 -
623
+ 2.71%
$45.8K - $53.1K
23.6K $2.3M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
555
+ 13.18%
$40.8K - $47.3K
4.77K $463K
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
435
+ 2.81%
$32K - $37.1K
15.9K $1.54M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
394
New
$28.9K - $33.6K
394 $38.3K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
360
+ 108.11%
$26.4K - $30.7K
693 $67.4K
Oct 13, 2023 Q3 2023
First Citizens Financial Corp

BUY
 -
316
+ 1.42%
$23.2K - $26.9K
22.5K $2.19M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
306
New
$22.5K - $26.1K
306 $29.7K
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
280
+ 0.35%
$20.6K - $23.9K
81.1K $7.89M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
270
New
$19.8K - $23K
270 $26.2K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
183
New
$13.4K - $15.6K
183 $17.8K
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
169
+ 1.07%
$12.4K - $14.4K
16K $1.55M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
168
+ 2.89%
$12.3K - $14.3K
5.99K $582K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
166
+ 0.52%
$12.2K - $14.2K
32.4K $3.15M
Nov 13, 2023 Q3 2023
Madden Advisory Services, Inc.

BUY
 -
153
+ 3.64%
$11.2K - $13K
4.36K $424K
Nov 14, 2023 Q3 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
150
+ 28.96%
$11K - $12.8K
668 $64.9K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
114
+ 0.4%
$8.37K - $9.72K
28.3K $2.76M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
100
+ 2.66%
$7.35K - $8.53K
3.86K $375K
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
100
New
$7.35K - $8.53K
100 $9.72K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
100
New
$7.35K - $8.53K
100 $9.72K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
90
New
$6.61K - $7.67K
90 $8.75K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
88
+ 24.04%
$6.46K - $7.5K
454 $44.1K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
80
+ 2.33%
$5.88K - $6.82K
3.51K $341K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
31
+ 0.51%
$2.28K - $2.64K
6.09K $592K
Oct 13, 2023 Q3 2023
Weaver Consulting Group

BUY
 -
25
+ 0.8%
$1.84K - $2.13K
3.13K $305K

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