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 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.6K- 0.88% |
$117K - $136K
|
181K
$17.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.61K- 1.44% |
$118K - $137K
|
110K
$10.7M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.72K- 5.18% |
$126K - $147K
|
31.5K
$3.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-2.03K- 9.67% |
$149K - $173K
|
19K
$1.85M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.06K- 39.35% |
$151K - $176K
|
3.18K
$309K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.21K- 20.53% |
$162K - $188K
|
8.53K
$830K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.64K- 2.14% |
$194K - $225K
|
121K
$11.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.08K- 36.49% |
$226K - $263K
|
5.36K
$521K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.11K- 41.61% |
$229K - $265K
|
4.37K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.14K- 15.12% |
$231K - $268K
|
17.6K
$1.72M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 22.6% |
$239K - $277K
|
11.1K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.32K- 4.49% |
$244K - $283K
|
70.5K
$6.85M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.5K- 13.21% |
$257K - $299K
|
23K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.81K- 4.05% |
$280K - $325K
|
90.3K
$8.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.18K- 7.03% |
$307K - $357K
|
55.3K
$5.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-5.02K- 17.16% |
$369K - $428K
|
24.3K
$2.36M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.2KClosed |
$455K - $528K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.52K- 24.15% |
$626K - $727K
|
26.8K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10K- 83.95% |
$735K - $853K
|
1.91K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.1K- 3.8% |
$1.19M - $1.38M
|
409K
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20K- 53.44% |
$1.47M - $1.7M
|
17.4K
$1.69M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29.6K- 62.97% |
$2.18M - $2.53M
|
17.4K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.9K- 30.06% |
$3.45M - $4M
|
109K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.5K- 68.09% |
$3.64M - $4.22M
|
23.2K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-126K- 67.7% |
$9.23M - $10.7M
|
60K
$5.83M
|