Latest Institutional Transactions on Ishares Tr U S Utils ETF (IDU)
This table provides information on the latest institutional transactions involving Ishares Tr U S Utils ETF (IDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-114- 0.55% |
$8.68K - $9.64K
|
20.6K
$1.81M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5KNew |
$1.64M - $1.82M
|
21.5K
$1.89M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 39.06% |
$79.7K - $88.4K
|
3.72K
$328K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.06K+ 31.23% |
$157K - $174K
|
8.65K
$762K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-643- 13.49% |
$49K - $54.3K
|
4.12K
$363K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 63.33% |
$2.01M - $2.23M
|
15.3K
$1.35M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-942- 23.96% |
$71.7K - $79.6K
|
2.99K
$263K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
182+ 2.87% |
$13.9K - $15.4K
|
6.52K
$574K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.34K- 9.42% |
$178K - $197K
|
22.5K
$1.98M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.28K- 16.23% |
$250K - $277K
|
16.9K
$1.49M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-697- 1.96% |
$53.1K - $58.9K
|
34.9K
$3.08M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.46K+ 166.93% |
$111K - $123K
|
2.33K
$205K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-116- 2.53% |
$8.83K - $9.8K
|
4.46K
$393K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.88K+ 1.69% |
$677K - $751K
|
535K
$47.1M
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.35K- 1.38% |
$483K - $536K
|
454K
$40M
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.9K- 34.62% |
$220K - $245K
|
5.47K
$481K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.12KNew |
$238K - $264K
|
3.12K
$275K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.25K- 13.28% |
$476K - $528K
|
40.8K
$3.59M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-116K- 23.49% |
$8.87M - $9.84M
|
379K
$33.4M
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-32- 9.58% |
$2.44K - $2.7K
|
302
$26.6K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
61+ 0.51% |
$4.65K - $5.16K
|
12K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.56K+ 3.69% |
$271K - $301K
|
100K
$8.81M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.65K+ 52.53% |
$354K - $393K
|
13.5K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60+ 1.18% |
$4.57K - $5.07K
|
5.16K
$454K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-37- 0.9% |
$2.82K - $3.13K
|
4.09K
$360K
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.38K- 11.63% |
$105K - $117K
|
10.5K
$923K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
781New |
$59.5K - $66K
|
781
$68.8K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
673+ 170.81% |
$51.3K - $56.9K
|
1.07K
$93.9K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-499- 2.69% |
$38K - $42.2K
|
18.1K
$1.59M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-377- 1.14% |
$28.7K - $31.9K
|
32.6K
$2.87M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.19KNew |
$319K - $354K
|
4.19K
$369K
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-75- 2.95% |
$5.71K - $6.34K
|
2.47K
$217K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.71KNew |
$740K - $821K
|
9.71K
$855K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 14.23% |
$133K - $148K
|
10.5K
$927K
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
26K+ 4.14% |
$1.98M - $2.19M
|
653K
$57.5M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$3.81K - $4.23K
|
50
$4.4K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.81K- 4.41% |
$137K - $153K
|
39.1K
$3.44M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.59K+ 6.22% |
$274K - $304K
|
61.4K
$5.4M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.46KNew |
$111K - $123K
|
1.46K
$128K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.29K- 6.68% |
$98.2K - $109K
|
18K
$1.59M
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8+ 0.06% |
$609 - $676
|
13.7K
$1.21M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.07K- 4.85% |
$81.1K - $90K
|
20.9K
$1.84M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
607+ 14.05% |
$46.2K - $51.3K
|
4.93K
$434K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-473- 10.8% |
$36K - $40K
|
3.91K
$344K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109+ 908.33% |
$8.3K - $9.21K
|
121
$10.7K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-50- 1.32% |
$3.81K - $4.23K
|
3.73K
$329K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.2K- 5.51% |
$320K - $355K
|
72K
$6.34M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 5.03% |
$114K - $127K
|
28.4K
$2.5M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-128- 2.44% |
$9.75K - $10.8K
|
5.11K
$450K
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.04KNew |
$308K - $341K
|
4.04K
$356K
|