Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.48K- 5.18% |
$113K - $132K
|
27K
$2.62M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.57K- 7.03% |
$120K - $140K
|
20.8K
$2.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.99K- 23.79% |
$152K - $177K
|
6.37K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2K- 33.9% |
$153K - $178K
|
3.9K
$379K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-2.06K- 6.02% |
$157K - $183K
|
32.1K
$3.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-2.08K- 11.59% |
$159K - $185K
|
15.9K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-2.9K- 96.67% |
$222K - $259K
|
100
$9.72K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.31K- 25.09% |
$253K - $295K
|
9.88K
$961K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.38K- 15.66% |
$334K - $390K
|
23.6K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.38K- 15.66% |
$334K - $390K
|
23.6K
$2.29M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.61K- 19.36% |
$352K - $411K
|
19.2K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.02K- 9.23% |
$384K - $448K
|
49.4K
$4.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-8.93K- 1.44% |
$682K - $796K
|
609K
$59.2M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11K- 67.05% |
$840K - $980K
|
5.4K
$525K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.7K- 75.31% |
$1.43M - $1.67M
|
6.14K
$597K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.3K- 55.34% |
$2.39M - $2.79M
|
25.3K
$2.45M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-33.8K- 77.14% |
$2.58M - $3.01M
|
10K
$973K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-35.1K- 86.76% |
$2.68M - $3.13M
|
5.36K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-44.3K- 59.85% |
$3.38M - $3.95M
|
29.7K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.1K- 34.16% |
$3.68M - $4.29M
|
92.8K
$9.02M
|