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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.53K+ 99.06% |
$220K - $258K
|
5.08K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.5K+ 9.42% |
$218K - $256K
|
29.1K
$2.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.41KNew |
$210K - $246K
|
2.41K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.4K+ 12.96% |
$210K - $246K
|
20.9K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.4KNew |
$209K - $245K
|
2.4K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$207K - $243K
|
2.38K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.35KNew |
$205K - $240K
|
2.35K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.34K+ 30.58% |
$204K - $239K
|
10K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31K+ 12.44% |
$201K - $236K
|
20.9K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.25KNew |
$196K - $229K
|
2.25K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.23KNew |
$195K - $228K
|
2.23K
$229K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.2KNew |
$192K - $225K
|
2.2K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.19KNew |
$191K - $224K
|
2.19K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
2.16KNew |
$188K - $220K
|
2.16K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.13KNew |
$186K - $218K
|
2.13K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.12KNew |
$185K - $217K
|
2.12K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 30.09% |
$183K - $215K
|
9.09K
$930K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.1KNew |
$183K - $215K
|
2.1K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.07KNew |
$181K - $212K
|
2.07K
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.07KNew |
$180K - $211K
|
2.07K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.02KNew |
$176K - $206K
|
2.02K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2KNew |
$174K - $204K
|
2K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.61K+ 30.06% |
$140K - $164K
|
6.96K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.6KNew |
$139K - $163K
|
1.6K
$163K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 9.64% |
$106K - $125K
|
13.9K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.11K+ 21.52% |
$96.5K - $113K
|
6.25K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
770New |
$67.1K - $78.7K
|
770
$78.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
757+ 2.71% |
$66K - $77.4K
|
28.7K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
726+ 13.13% |
$63.3K - $74.2K
|
6.25K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
627+ 87.57% |
$54.7K - $64.1K
|
1.34K
$137K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
579+ 1.26% |
$50.5K - $59.2K
|
46.7K
$4.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
471+ 4.09% |
$41.1K - $48.1K
|
12K
$1.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
461+ 11.7% |
$40.2K - $47.1K
|
4.4K
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
424+ 15.37% |
$37K - $43.3K
|
3.18K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
421+ 7.16% |
$36.7K - $43K
|
6.3K
$645K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
420+ 2.26% |
$36.6K - $42.9K
|
19K
$1.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
406+ 3.77% |
$35.4K - $41.5K
|
11.2K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
400+ 17.0% |
$34.9K - $40.9K
|
2.75K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
340+ 3.98% |
$29.6K - $34.8K
|
8.89K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
323+ 7.24% |
$28.2K - $33K
|
4.78K
$489K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
197+ 4.09% |
$17.2K - $20.1K
|
5.02K
$513K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
160+ 2.35% |
$14K - $16.4K
|
6.98K
$714K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
135+ 0.68% |
$11.8K - $13.8K
|
19.9K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
101+ 11.22% |
$8.81K - $10.3K
|
1K
$102K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
100New |
$8.72K - $10.2K
|
100
$10.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
60New |
$5.23K - $6.13K
|
60
$6.14K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52+ 7.43% |
$4.53K - $5.31K
|
752
$76.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
38New |
$3.31K - $3.88K
|
38
$3.89K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36+ 0.34% |
$3.14K - $3.68K
|
10.7K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 0.4% |
$3.05K - $3.58K
|
8.72K
$892K
|