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 |
---|---|---|---|---|---|---|---|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
SELL
|
- |
-3.63KClosed |
$255K - $277K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-20Closed |
$1.4K - $1.52K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
354New |
$24.8K - $27K
|
354
$36.2K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 9.03% |
$2.58K - $3.12K
|
483
$49.5K
|
|
Aug 13, 2020
Q2 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-103Closed |
$6.64K - $8.04K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-11.6KClosed |
$749K - $906K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.57KClosed |
$102K - $123K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$258 - $312
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-323Closed |
$20.8K - $25.2K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
BUY
|
CALL |
100New |
$6.45K - $7.81K
|
100
$10.2K
|
|
Jul 31, 2020
Q2 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.77KClosed |
$114K - $138K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-216Closed |
$13.9K - $16.9K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-400Closed |
$25.8K - $31.2K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-3.56KClosed |
$230K - $278K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.86KClosed |
$378K - $458K
|
0
$0
|
|
Q1 2020 | |||||||
May 12, 2022
Q1 2020
|
True North Advisors, LLC
|
SELL
|
- |
-2KClosed |
$113K - $177K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.44KClosed |
$81.5K - $128K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-669Closed |
$37.8K - $59.2K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.66KClosed |
$93.6K - $147K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-68Closed |
$3.84K - $6.02K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-3.21KClosed |
$181K - $284K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-16Closed |
$904 - $1.42K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.35KClosed |
$133K - $208K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.24KClosed |
$127K - $198K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-269Closed |
$15.2K - $23.8K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.28KClosed |
$72.3K - $113K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.74KClosed |
$98K - $154K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-630Closed |
$35.6K - $55.8K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7.73KClosed |
$437K - $685K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.24KClosed |
$70K - $110K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.28KClosed |
$72.5K - $114K
|
0
$0
|
|
Apr 01, 2020
Q1 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-3.6KClosed |
$203K - $319K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 21, 2020
Q4 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.54KClosed |
$119K - $126K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-3.34KClosed |
$257K - $272K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-371- 47.14% |
$28.6K - $30.2K
|
416
$42.6K
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-11.8KClosed |
$911K - $964K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Arrow Financial Corp
|
SELL
|
- |
-160Closed |
$12.3K - $13K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-175Closed |
$13.5K - $14.3K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.52KClosed |
$194K - $205K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.42KClosed |
$106K - $116K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.2KClosed |
$239K - $261K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-23.5KClosed |
$1.75M - $1.91M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-263Closed |
$19.7K - $21.5K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-117Closed |
$8.74K - $9.55K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-250Closed |
$18.7K - $20.4K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 16, 2019
Q2 2019
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-19.4KClosed |
$1.4M - $1.5M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-100Closed |
$7.22K - $7.71K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-99Closed |
$7.14K - $7.63K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-991Closed |
$71.5K - $76.4K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-166Closed |
$12K - $12.8K
|
0
$0
|