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 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
101+ 11.22% |
$8.81K - $10.3K
|
1K
$97K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.5K+ 9.42% |
$218K - $256K
|
29.1K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4New |
$349 - $409
|
4
$388
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.89K+ 7.21% |
$514K - $602K
|
87.6K
$8.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-70- 2.12% |
$6.1K - $7.15K
|
3.23K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.59K- 1.65% |
$139K - $163K
|
95K
$9.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.4K+ 12.96% |
$210K - $246K
|
20.9K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
770New |
$67.1K - $78.7K
|
770
$74.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
8.81KNew |
$768K - $900K
|
8.81K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
15+ 2.48% |
$1.31K - $1.53K
|
621
$60.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.01% |
$174 - $204
|
13.9K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12K+ 478.88% |
$1.04M - $1.22M
|
14.5K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-6- 0.2% |
$523 - $613
|
2.96K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.14K- 4.51% |
$99.4K - $117K
|
24.1K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.97K+ 300.17% |
$608K - $712K
|
9.29K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.31K+ 415250.0% |
$724K - $849K
|
8.31K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-168- 3.07% |
$14.6K - $17.2K
|
5.3K
$514K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$87.2 - $102
|
1
$96.9
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-382- 1.42% |
$33.3K - $39K
|
26.6K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.34K+ 30.58% |
$204K - $239K
|
10K
$970K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
62.7KNew |
$5.47M - $6.41M
|
62.7K
$6.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31.7KNew |
$2.76M - $3.24M
|
31.7K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 9.64% |
$106K - $125K
|
13.9K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
60New |
$5.23K - $6.13K
|
60
$5.81K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.3K+ 53.56% |
$8.4M - $9.84M
|
276K
$26.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-45- 1.53% |
$3.92K - $4.6K
|
2.9K
$281K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.45% |
$87.2 - $102
|
222
$21.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.35KNew |
$205K - $240K
|
2.35K
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$87.2 - $102
|
101
$9.79K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-338- 1.51% |
$29.5K - $34.5K
|
22K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.07KNew |
$180K - $211K
|
2.07K
$200K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-107- 0.4% |
$9.33K - $10.9K
|
26.9K
$2.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-45- 2.62% |
$3.92K - $4.6K
|
1.68K
$162K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.28KNew |
$548K - $642K
|
6.28K
$608K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-34- 0.11% |
$2.96K - $3.48K
|
30.4K
$2.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-57- 8.66% |
$4.97K - $5.83K
|
601
$58.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 27.82% |
$1.86M - $2.18M
|
98.2K
$9.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-355- 6.94% |
$31K - $36.3K
|
4.76K
$461K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
135+ 0.68% |
$11.8K - $13.8K
|
19.9K
$1.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2- 0.04% |
$174 - $204
|
5.04K
$488K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-23- 0.8% |
$2.01K - $2.35K
|
2.84K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
424+ 15.37% |
$37K - $43.3K
|
3.18K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.6K+ 11.5% |
$401K - $470K
|
44.6K
$4.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-38- 0.24% |
$3.31K - $3.88K
|
16K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
400+ 17.0% |
$34.9K - $40.9K
|
2.75K
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
627+ 87.57% |
$54.7K - $64.1K
|
1.34K
$130K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-889- 19.54% |
$77.5K - $90.9K
|
3.66K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 0.4% |
$3.05K - $3.58K
|
8.72K
$845K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
123K+ 1289.01% |
$10.7M - $12.5M
|
132K
$12.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
8New |
$698 - $818
|
8
$775
|