Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.04MNew |
$90.6M - $106M
|
1.04M
$106M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
123K+ 1289.01% |
$10.7M - $12.5M
|
132K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.3K+ 53.56% |
$8.4M - $9.84M
|
276K
$28.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90K+ 71.97% |
$7.85M - $9.2M
|
215K
$22M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
77.2KNew |
$6.74M - $7.9M
|
77.2K
$7.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
74.9K+ 196.21% |
$6.53M - $7.65M
|
113K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.5K+ 91.96% |
$5.97M - $7M
|
143K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
62.7KNew |
$5.47M - $6.41M
|
62.7K
$6.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
40.5KNew |
$3.54M - $4.14M
|
40.5K
$4.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
37.2K+ 19.72% |
$3.24M - $3.8M
|
226K
$23.1M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.4K+ 10133.33% |
$2.92M - $3.42M
|
33.8K
$3.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31.7KNew |
$2.76M - $3.24M
|
31.7K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.8K+ 281.66% |
$2.6M - $3.04M
|
40.3K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29K+ 487.15% |
$2.53M - $2.97M
|
35K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
27.1KNew |
$2.36M - $2.77M
|
27.1K
$2.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23K+ 34.53% |
$2.01M - $2.35M
|
89.7K
$9.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.5K+ 5.53% |
$1.88M - $2.2M
|
411K
$42M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 27.82% |
$1.86M - $2.18M
|
98.2K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
16.2K+ 39.21% |
$1.41M - $1.65M
|
57.4K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.6K+ 41.64% |
$1.27M - $1.49M
|
49.5K
$5.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.4KNew |
$1.25M - $1.47M
|
14.4K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.3K+ 2.53% |
$1.25M - $1.47M
|
582K
$59.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.2KNew |
$1.15M - $1.35M
|
13.2K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12K+ 478.88% |
$1.04M - $1.22M
|
14.5K
$1.48M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11.5KNew |
$1M - $1.18M
|
11.5K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
9.94K+ 32.78% |
$867K - $1.02M
|
40.3K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.67K+ 2.16% |
$843K - $988K
|
457K
$46.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8.81KNew |
$768K - $900K
|
8.81K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.31K+ 415250.0% |
$724K - $849K
|
8.31K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.25K+ 180.71% |
$720K - $844K
|
12.8K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.97K+ 300.17% |
$608K - $712K
|
9.29K
$951K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.28KNew |
$548K - $642K
|
6.28K
$642K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.98K+ 7.33% |
$521K - $611K
|
87.5K
$8.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.89K+ 7.21% |
$514K - $602K
|
87.6K
$8.96M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.76K+ 176.11% |
$502K - $588K
|
9.03K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.74K+ 15.25% |
$500K - $586K
|
43.3K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.56K+ 28.5% |
$485K - $568K
|
25.1K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.6K+ 11.5% |
$401K - $470K
|
44.6K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.53K+ 8.98% |
$395K - $463K
|
55K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.44K+ 9.05% |
$387K - $453K
|
53.4K
$5.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.29K+ 97.81% |
$374K - $438K
|
8.67K
$887K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.95K+ 173.61% |
$345K - $404K
|
6.23K
$637K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.82K+ 12.06% |
$333K - $390K
|
35.5K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.8KNew |
$332K - $389K
|
3.8K
$389K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.6KNew |
$314K - $368K
|
3.6K
$368K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.42KNew |
$298K - $350K
|
3.42K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.16K+ 3.94% |
$275K - $323K
|
83.4K
$8.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9K+ 35.93% |
$253K - $296K
|
11K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.88KNew |
$251K - $294K
|
2.88K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.77K+ 2.28% |
$242K - $284K
|
124K
$12.7M
|