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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.95KNew |
$320K - $366K
|
3.95K
$358K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.51KNew |
$770K - $881K
|
9.51K
$861K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.8K+ 19.5% |
$1.6M - $1.84M
|
121K
$11M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.9K- 33.67% |
$801K - $917K
|
19.5K
$1.77M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.45% |
$80.9 - $92.6
|
221
$20K
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
490+ 2.32% |
$39.6K - $45.4K
|
21.6K
$1.96M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
52.6KNew |
$4.26M - $4.87M
|
52.6K
$4.76M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.43% |
$243 - $278
|
702
$63.5K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 19.23% |
$4.05K - $4.63K
|
310
$28.1K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.55KNew |
$206K - $236K
|
2.55K
$231K
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-10- 0.05% |
$809 - $926
|
20.6K
$1.86M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-450- 16.12% |
$36.4K - $41.7K
|
2.34K
$212K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-75- 1.62% |
$6.07K - $6.95K
|
4.55K
$412K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.48% |
$405 - $463
|
1.05K
$95.3K
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.06K- 1.61% |
$85.9K - $98.4K
|
65K
$5.89M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53+ 0.66% |
$4.29K - $4.91K
|
8.06K
$730K
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
40KNew |
$3.24M - $3.7M
|
40K
$3.62M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
20.5KNew |
$1.66M - $1.9M
|
20.5K
$1.86M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-158- 79.8% |
$12.8K - $14.6K
|
40
$3.62K
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
11.6KNew |
$935K - $1.07M
|
11.6K
$1.05M
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-269- 3.33% |
$21.8K - $24.9K
|
7.82K
$708K
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.11% |
$243 - $278
|
2.67K
$242K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.8KNew |
$872K - $998K
|
10.8K
$975K
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-220- 0.19% |
$17.8K - $20.4K
|
118K
$10.7M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.55K- 67.51% |
$126K - $144K
|
748
$67.7K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$405 - $463
|
968
$87.6K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.82KNew |
$390K - $447K
|
4.82K
$436K
|
|
Q1 2024 | |||||||
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30- 6.06% |
$2.28K - $2.54K
|
465
$42.1K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5KNew |
$1.64M - $1.82M
|
21.5K
$1.95M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 39.06% |
$79.7K - $88.4K
|
3.72K
$337K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.06K+ 31.23% |
$157K - $174K
|
8.65K
$783K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.46K+ 166.93% |
$111K - $123K
|
2.33K
$211K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-643- 13.49% |
$49K - $54.3K
|
4.12K
$373K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.88K+ 1.69% |
$677K - $751K
|
535K
$48.4M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 63.33% |
$2.01M - $2.23M
|
15.3K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-942- 23.96% |
$71.7K - $79.6K
|
2.99K
$271K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
182+ 2.87% |
$13.9K - $15.4K
|
6.52K
$590K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.34K- 9.42% |
$178K - $197K
|
22.5K
$2.03M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.28K- 16.23% |
$250K - $277K
|
16.9K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-697- 1.96% |
$53.1K - $58.9K
|
34.9K
$3.16M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-116- 2.53% |
$8.83K - $9.8K
|
4.46K
$404K
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.35K- 1.38% |
$483K - $536K
|
454K
$41.1M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.12KNew |
$238K - $264K
|
3.12K
$282K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
61+ 0.51% |
$4.65K - $5.16K
|
12K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60+ 1.18% |
$4.57K - $5.07K
|
5.16K
$467K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.65K+ 52.53% |
$354K - $393K
|
13.5K
$1.22M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.56K+ 3.69% |
$271K - $301K
|
100K
$9.06M
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.9K- 34.62% |
$220K - $245K
|
5.47K
$495K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-32- 9.58% |
$2.44K - $2.7K
|
302
$27.3K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-116K- 23.49% |
$8.87M - $9.84M
|
379K
$34.3M
|