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 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.04KNew |
$308K - $341K
|
4.04K
$356K
|
|
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
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 72.28% |
$134K - $148K
|
673
$59.3K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-55- 0.95% |
$4.19K - $4.65K
|
5.74K
$506K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
866+ 8.01% |
$66K - $73.2K
|
11.7K
$1.03M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.87K- 10.78% |
$371K - $412K
|
40.3K
$3.55M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-87- 4.81% |
$6.63K - $7.35K
|
1.72K
$152K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-632- 0.39% |
$48.1K - $53.4K
|
161K
$14.2M
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
55+ 0.83% |
$4.19K - $4.65K
|
6.71K
$592K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-695- 3.95% |
$52.9K - $58.7K
|
16.9K
$1.49M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.52K+ 6.04% |
$115K - $128K
|
26.6K
$2.35M
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
390+ 2.5% |
$29.7K - $33K
|
16K
$1.41M
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-25- 1.43% |
$1.9K - $2.11K
|
1.72K
$152K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.04% |
$76.2 - $84.5
|
97
$8.55K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
170+ 6.2% |
$12.9K - $14.4K
|
2.91K
$257K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.4KNew |
$335K - $372K
|
4.4K
$388K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31K- 70.26% |
$2.36M - $2.62M
|
13.1K
$1.16M
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.13K- 9.12% |
$163K - $180K
|
21.3K
$1.88M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.27K- 30.71% |
$96.7K - $107K
|
2.87K
$253K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-622- 5.68% |
$47.4K - $52.6K
|
10.3K
$911K
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-25.3K- 41.92% |
$1.93M - $2.14M
|
35.1K
$3.09M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
405+ 14.9% |
$30.8K - $34.2K
|
3.12K
$275K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
376New |
$28.6K - $31.8K
|
376
$33.1K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
259+ 10.23% |
$19.7K - $21.9K
|
2.79K
$246K
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-506- 42.31% |
$38.5K - $42.8K
|
690
$60.8K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-593- 11.06% |
$45.2K - $50.1K
|
4.77K
$421K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.67K- 5.84% |
$127K - $141K
|
26.8K
$2.37M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.58% |
$305 - $338
|
699
$61.6K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-1.19K- 6.02% |
$90.6K - $101K
|
18.6K
$1.64M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.32% |
$305 - $338
|
1.24K
$109K
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-162- 3.63% |
$12.3K - $13.7K
|
4.3K
$379K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
384+ 7.47% |
$29.2K - $32.5K
|
5.53K
$487K
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
41.3KNew |
$3.15M - $3.49M
|
41.3K
$3.64M
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-152- 0.63% |
$11.6K - $12.8K
|
23.8K
$2.1M
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
748+ 3.16% |
$57K - $63.2K
|
24.4K
$2.15M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.2K+ 64.8% |
$856K - $950K
|
28.6K
$2.52M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.58K+ 74.29% |
$196K - $218K
|
6.05K
$533K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-430- 9.48% |
$32.7K - $36.3K
|
4.11K
$362K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.91K+ 74.65% |
$222K - $246K
|
6.81K
$600K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12+ 0.06% |
$914 - $1.01K
|
20.6K
$1.82M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5- 1.31% |
$381 - $423
|
377
$33.2K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1K- 27.34% |
$76.2K - $84.5K
|
2.66K
$234K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.21K- 14.79% |
$244K - $271K
|
18.5K
$1.63M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-983- 17.8% |
$74.9K - $83.1K
|
4.54K
$400K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-121- 0.11% |
$9.22K - $10.2K
|
112K
$9.89M
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-400- 11.24% |
$30.5K - $33.8K
|
3.16K
$279K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$76.2 - $84.5
|
220
$19.4K
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.78K+ 56.94% |
$516K - $573K
|
18.7K
$1.65M
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-543- 10.51% |
$41.4K - $45.9K
|
4.62K
$408K
|