Purchases and Sales Made in Q3 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 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 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 1.74% |
$1.54K - $1.79K
|
1.23K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19+ 0.35% |
$1.4K - $1.62K
|
5.47K
$532K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
5+ 0.07% |
$367 - $426
|
7.62K
$741K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.01% |
$147 - $171
|
18.9K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 16.67% |
$147 - $171
|
14
$1.36K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2- 0.52% |
$147 - $171
|
380
$36.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-6- 0.17% |
$441 - $512
|
3.61K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9- 0.08% |
$661 - $767
|
10.7K
$1.04M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.87% |
$1.84K - $2.13K
|
2.86K
$278K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29- 0.77% |
$2.13K - $2.47K
|
3.72K
$362K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-52- 14.77% |
$3.82K - $4.43K
|
300
$29.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-62- 1.22% |
$4.55K - $5.29K
|
5.01K
$487K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-65- 0.36% |
$4.77K - $5.54K
|
18K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-67- 0.59% |
$4.92K - $5.71K
|
11.4K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-95- 1.58% |
$6.98K - $8.1K
|
5.92K
$576K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-97- 2.21% |
$7.13K - $8.27K
|
4.3K
$418K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-119- 11.22% |
$8.74K - $10.1K
|
942
$91.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-131- 2.47% |
$9.62K - $11.2K
|
5.17K
$502K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-162- 20.25% |
$11.9K - $13.8K
|
638
$62K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-184- 3.1% |
$13.5K - $15.7K
|
5.74K
$558K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-209- 3.79% |
$15.4K - $17.8K
|
5.31K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-238- 74.84% |
$17.5K - $20.3K
|
80
$7.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-300- 2.31% |
$22K - $25.6K
|
12.7K
$1.23M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-303- 31.11% |
$22.3K - $25.8K
|
671
$65.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-360- 6.84% |
$26.4K - $30.7K
|
4.9K
$476K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-389- 4.7% |
$28.6K - $33.2K
|
7.89K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-400- 1.84% |
$29.4K - $34.1K
|
21.3K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-427- 32.87% |
$31.4K - $36.4K
|
872
$84.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-429- 56.52% |
$31.5K - $36.6K
|
330
$32.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-480- 5.31% |
$35.3K - $40.9K
|
8.55K
$831K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-505- 11.87% |
$37.1K - $43.1K
|
3.75K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-593- 1.89% |
$43.6K - $50.6K
|
30.8K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-615- 11.05% |
$45.2K - $52.4K
|
4.95K
$481K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-651- 14.28% |
$47.8K - $55.5K
|
3.91K
$380K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-793- 53.73% |
$58.3K - $67.6K
|
683
$66.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-794- 3.08% |
$58.3K - $67.7K
|
25K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-861- 4.52% |
$63.2K - $73.4K
|
18.2K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-884- 12.44% |
$64.9K - $75.4K
|
6.22K
$605K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-902- 4.15% |
$66.3K - $76.9K
|
20.8K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-938- 49.81% |
$68.9K - $80K
|
945
$91.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-950- 23.09% |
$69.8K - $81K
|
3.16K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-980- 12.06% |
$72K - $83.6K
|
7.15K
$695K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.12K- 1.16% |
$82.5K - $95.7K
|
95.6K
$9.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.18K- 11.39% |
$86.3K - $100K
|
9.15K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.21K- 2.69% |
$89K - $103K
|
43.8K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.44K- 21.07% |
$106K - $123K
|
5.38K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.45K- 21.25% |
$107K - $124K
|
5.38K
$523K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.55K- 6.96% |
$114K - $132K
|
20.8K
$2.02M
|