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, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
416New |
$32.8K - $39.1K
|
416
$43.6K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-244- 3.45% |
$19.2K - $22.9K
|
6.83K
$716K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-544- 50.0% |
$42.9K - $51.1K
|
544
$57K
|
|
Q1 2022 | |||||||
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-675Closed |
$53.7K - $61.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.6KClosed |
$1M - $1.15M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-300Closed |
$23.9K - $27.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.5KClosed |
$597K - $683K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-440Closed |
$35K - $40.1K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.5KClosed |
$278K - $319K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$7.96K - $9.11K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300New |
$23.9K - $27.3K
|
300
$31.4K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
500New |
$39.8K - $45.6K
|
500
$52.4K
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-6.68KClosed |
$531K - $608K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-42Closed |
$3.34K - $3.83K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-950- 13.17% |
$75.6K - $86.6K
|
6.27K
$657K
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-613Closed |
$48.4K - $54.2K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-205Closed |
$16.2K - $18.1K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
812New |
$64.2K - $71.8K
|
812
$85.1K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12New |
$948 - $1.06K
|
12
$1.26K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-11KClosed |
$869K - $973K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
529+ 6.51% |
$41.8K - $46.8K
|
8.65K
$907K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-401Closed |
$31.7K - $35.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.27KClosed |
$733K - $820K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50Closed |
$3.95K - $4.42K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.6KNew |
$443K - $495K
|
5.6K
$587K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-504Closed |
$39.8K - $44.6K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-153Closed |
$12.1K - $13.5K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-140- 3.65% |
$11.1K - $12.4K
|
3.7K
$388K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.8KClosed |
$1.09M - $1.22M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$94.8K - $106K
|
1.2K
$126K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-562- 52.92% |
$44.2K - $48.5K
|
500
$52.4K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-25Closed |
$1.97K - $2.16K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-56Closed |
$4.4K - $4.83K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-35Closed |
$2.75K - $3.02K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-64Closed |
$5.03K - $5.52K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.45KClosed |
$271K - $297K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-74- 4.26% |
$5.82K - $6.38K
|
1.66K
$174K
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-114Closed |
$8.95K - $9.56K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-919Closed |
$72.1K - $77K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-250Closed |
$19.6K - $21K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-306Closed |
$24K - $25.7K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.56KClosed |
$201K - $215K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-43.1KClosed |
$3.38M - $3.61M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30+ 75.0% |
$2.36K - $2.52K
|
70
$7.34K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400New |
$31.4K - $33.5K
|
400
$41.9K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-100- 52.63% |
$7.85K - $8.38K
|
90
$9.43K
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
28.4KNew |
$2.23M - $2.38M
|
28.4K
$2.98M
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.03K- 76.09% |
$81.2K - $86.7K
|
325
$34.1K
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10.2KClosed |
$800K - $855K
|
0
$0
|
|
Q1 2021 | |||||||
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-130Closed |
$9.42K - $10.4K
|
0
$0
|