Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-125- 3.46% |
$8.8K - $10.3K
|
3.49K
$339K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-164- 1.96% |
$11.5K - $13.5K
|
8.19K
$797K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-168- 1.51% |
$11.8K - $13.9K
|
11K
$1.06M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-176- 26.23% |
$12.4K - $14.5K
|
495
$48.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-177- 1.46% |
$12.5K - $14.6K
|
11.9K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-190- 5.07% |
$13.4K - $15.7K
|
3.56K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-190- 3.99% |
$13.4K - $15.7K
|
4.58K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 3.34% |
$14.1K - $16.5K
|
5.79K
$563K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 43.48% |
$14.1K - $16.5K
|
260
$25.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 6.8% |
$14.1K - $16.5K
|
2.74K
$266K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-220- 2.89% |
$15.5K - $18.2K
|
7.4K
$720K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-328- 6.0% |
$23.1K - $27.1K
|
5.14K
$500K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-377- 2.36% |
$26.5K - $31.1K
|
15.6K
$1.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-400- 14.8% |
$28.2K - $33K
|
2.3K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-538- 61.7% |
$37.9K - $44.4K
|
334
$32.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-552- 9.53% |
$38.9K - $45.5K
|
5.24K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-615- 11.43% |
$43.3K - $50.7K
|
4.77K
$463K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-632- 12.23% |
$44.5K - $52.1K
|
4.54K
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-638- 92.06% |
$44.9K - $52.6K
|
55
$5.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-693Closed |
$48.8K - $57.2K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-716- 7.83% |
$50.4K - $59.1K
|
8.43K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-756- 12.76% |
$53.2K - $62.4K
|
5.17K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-812- 11.36% |
$57.2K - $67K
|
6.33K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-821- 16.58% |
$57.8K - $67.7K
|
4.13K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-903- 2.94% |
$63.6K - $74.5K
|
29.9K
$2.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 0.84% |
$71.1K - $83.3K
|
120K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.04K- 54.29% |
$73.1K - $85.6K
|
874
$85K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.05K- 28.09% |
$73.6K - $86.3K
|
2.68K
$260K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.1K- 21.83% |
$77.3K - $90.6K
|
3.93K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.47K- 50.12% |
$103K - $121K
|
1.46K
$142K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 7.17% |
$105K - $123K
|
19.3K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.61K- 6.44% |
$113K - $133K
|
23.4K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.66K- 6.19% |
$116K - $137K
|
25.1K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.67K- 3.64% |
$117K - $137K
|
44.1K
$4.29M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-1.83K- 8.11% |
$129K - $151K
|
20.7K
$2.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.85K- 42.45% |
$131K - $153K
|
2.51K
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.95K- 32.02% |
$137K - $161K
|
4.14K
$402K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.09K- 36.32% |
$147K - $172K
|
3.66K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 3.64% |
$154K - $180K
|
57.8K
$5.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.72K- 6.2% |
$191K - $224K
|
41.1K
$3.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.82K- 4.46% |
$198K - $233K
|
60.4K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-3.27K- 19.24% |
$230K - $270K
|
13.7K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.55K- 22.98% |
$250K - $293K
|
11.9K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.79K- 60.96% |
$267K - $313K
|
2.43K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-4.5K- 18.56% |
$317K - $371K
|
19.8K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.75K- 49.32% |
$334K - $392K
|
4.88K
$474K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.06K- 59.34% |
$356K - $418K
|
3.47K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-6.71K- 1.06% |
$472K - $554K
|
627K
$60.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.63K- 71.61% |
$537K - $630K
|
3.03K
$294K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-8.9K- 10.97% |
$627K - $735K
|
72.2K
$7.02M
|