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 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-355- 6.94% |
$31K - $36.3K
|
4.76K
$494K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-382- 1.42% |
$33.3K - $39K
|
26.6K
$2.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-470- 2.0% |
$41K - $48K
|
23K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-480- 2.55% |
$41.9K - $49.1K
|
18.3K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-531- 0.43% |
$46.3K - $54.3K
|
124K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-600- 15.0% |
$52.3K - $61.3K
|
3.4K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-817- 4.7% |
$71.2K - $83.5K
|
16.6K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-889- 19.54% |
$77.5K - $90.9K
|
3.66K
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.12K- 43.64% |
$97.5K - $114K
|
1.44K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.14K- 4.51% |
$99.4K - $117K
|
24.1K
$2.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.39K- 2.65% |
$122K - $142K
|
51.2K
$5.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.5K- 7.13% |
$130K - $153K
|
19.5K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.55K- 65.13% |
$135K - $158K
|
830
$86.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.59K- 1.65% |
$139K - $163K
|
95K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.65K- 7.99% |
$144K - $168K
|
19K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.76K- 2.71% |
$154K - $180K
|
63.3K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2K- 16.7% |
$175K - $205K
|
9.99K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.22K- 1.88% |
$194K - $227K
|
116K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.34K- 42.81% |
$204K - $239K
|
3.12K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.26K- 9.33% |
$285K - $334K
|
31.7K
$3.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-3.56K- 55.31% |
$310K - $364K
|
2.88K
$299K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.6K- 46.73% |
$837K - $981K
|
10.9K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.6K- 58.27% |
$1.1M - $1.29M
|
9.02K
$936K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16K- 78.34% |
$1.39M - $1.63M
|
4.42K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.01M- 70.71% |
$88.4M - $104M
|
420K
$43.6M
|