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 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
40.5KNew |
$3.54M - $4.14M
|
40.5K
$3.93M
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-30- 0.96% |
$2.62K - $3.07K
|
3.11K
$301K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
726+ 13.13% |
$63.3K - $74.2K
|
6.25K
$606K
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
37.2K+ 19.72% |
$3.24M - $3.8M
|
226K
$21.9M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-202- 8.63% |
$17.6K - $20.6K
|
2.14K
$207K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
420+ 2.26% |
$36.6K - $42.9K
|
19K
$1.84M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20New |
$1.74K - $2.04K
|
20
$1.94K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-73- 1.7% |
$6.37K - $7.46K
|
4.22K
$409K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.16K+ 3.94% |
$275K - $323K
|
83.4K
$8.08M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-16- 10.67% |
$1.4K - $1.64K
|
134
$13K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.7% |
$349 - $409
|
577
$55.9K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
579+ 1.26% |
$50.5K - $59.2K
|
46.7K
$4.52M
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.23KNew |
$195K - $228K
|
2.23K
$216K
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-600- 15.0% |
$52.3K - $61.3K
|
3.4K
$329K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
471+ 4.09% |
$41.1K - $48.1K
|
12K
$1.16M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23K+ 34.53% |
$2.01M - $2.35M
|
89.7K
$8.7M
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.25KNew |
$196K - $229K
|
2.25K
$218K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.12K- 43.64% |
$97.5K - $114K
|
1.44K
$140K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.31% |
$785 - $920
|
2.87K
$278K
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
77.2KNew |
$6.74M - $7.9M
|
77.2K
$7.49M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.42% |
$872 - $1.02K
|
2.36K
$229K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-154- 3.38% |
$13.4K - $15.7K
|
4.41K
$427K
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.95K+ 173.61% |
$345K - $404K
|
6.23K
$604K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-174- 4.03% |
$15.2K - $17.8K
|
4.14K
$401K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-37- 8.85% |
$3.23K - $3.78K
|
381
$36.9K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.1% |
$349 - $409
|
4.18K
$405K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9K+ 35.93% |
$253K - $296K
|
11K
$1.06M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.76K- 2.71% |
$154K - $180K
|
63.3K
$6.13M
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.88KNew |
$251K - $294K
|
2.88K
$279K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52+ 7.43% |
$4.53K - $5.31K
|
752
$72.9K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.15% |
$174 - $204
|
1.36K
$132K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.41KNew |
$210K - $246K
|
2.41K
$233K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.4K+ 10133.33% |
$2.92M - $3.42M
|
33.8K
$3.27M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-470- 2.0% |
$41K - $48K
|
23K
$2.23M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-3.56K- 55.31% |
$310K - $364K
|
2.88K
$279K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 1.84% |
$2.01K - $2.35K
|
1.22K
$119K
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.2KNew |
$1.15M - $1.35M
|
13.2K
$1.28M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.56K+ 28.5% |
$485K - $568K
|
25.1K
$2.43M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.77K+ 2.28% |
$242K - $284K
|
124K
$12M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
9.94K+ 32.78% |
$867K - $1.02M
|
40.3K
$3.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-531- 0.43% |
$46.3K - $54.3K
|
124K
$12M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-817- 4.7% |
$71.2K - $83.5K
|
16.6K
$1.61M
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-40- 0.21% |
$3.49K - $4.09K
|
18.9K
$1.83M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.02KNew |
$176K - $206K
|
2.02K
$195K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.07KNew |
$181K - $212K
|
2.07K
$201K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-108- 0.47% |
$9.42K - $11K
|
23K
$2.22M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.98K+ 7.33% |
$521K - $611K
|
87.5K
$8.48M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$262 - $307
|
7.82K
$758K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
757+ 2.71% |
$66K - $77.4K
|
28.7K
$2.78M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.29K+ 97.81% |
$374K - $438K
|
8.67K
$840K
|