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 |
|---|---|---|---|---|---|---|---|
|
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
$369K
|
|
|
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
$120K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-562- 52.92% |
$44.2K - $48.5K
|
500
$49.9K
|
|
|
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
$166K
|
|
| 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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-250Closed |
$19.6K - $21K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-919Closed |
$72.1K - $77K
|
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
$6.99K
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400New |
$31.4K - $33.5K
|
400
$39.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-100- 52.63% |
$7.85K - $8.38K
|
90
$8.98K
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
28.4KNew |
$2.23M - $2.38M
|
28.4K
$2.83M
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.03K- 76.09% |
$81.2K - $86.7K
|
325
$32.4K
|
|
|
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
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-886Closed |
$64.2K - $70.6K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-886Closed |
$64.2K - $70.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-426Closed |
$30.9K - $33.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-23.4KClosed |
$1.7M - $1.87M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-52Closed |
$3.77K - $4.14K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-70Closed |
$5.07K - $5.57K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-128Closed |
$9.27K - $10.2K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-573Closed |
$41.5K - $45.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
104+ 100.0% |
$7.66K - $8.55K
|
208
$20.8K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.7KNew |
$346K - $386K
|
4.7K
$469K
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 100.0% |
$7.36K - $8.22K
|
200
$20K
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-202Closed |
$14.9K - $16.6K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
974New |
$71.7K - $80.1K
|
974
$97.2K
|
|
|
Feb 11, 2021
Q4 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$7.36K - $8.22K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
490+ 100.0% |
$36.1K - $40.3K
|
980
$97.8K
|
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
BUY
|
- |
75+ 100.0% |
$5.52K - $6.16K
|
150
$15K
|
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
335+ 100.0% |
$24.7K - $27.5K
|
670
$66.9K
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-16Closed |
$1.18K - $1.32K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-606Closed |
$44.6K - $49.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
804+ 100.0% |
$59.2K - $66.1K
|
1.61K
$160K
|
|
|
Feb 05, 2021
Q4 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
83+ 100.0% |
$6.11K - $6.82K
|
166
$16.6K
|
|
|
Feb 05, 2021
Q4 2020
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
31+ 100.0% |
$2.28K - $2.55K
|
62
$6.19K
|
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.69KClosed |
$125K - $139K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
110+ 100.0% |
$8.1K - $9.04K
|
220
$22K
|
|
|
Jan 20, 2021
Q4 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-330Closed |
$24.3K - $27.1K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
248New |
$18.3K - $20.4K
|
248
$24.8K
|
|