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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
651+ 3.63% |
$49.6K - $55K
|
18.6K
$1.64M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.53% |
$228 - $254
|
571
$50.3K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-24- 1.74% |
$1.83K - $2.03K
|
1.35K
$119K
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-6.11K- 8.46% |
$465K - $516K
|
66.1K
$5.83M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.4KNew |
$183K - $203K
|
2.4K
$212K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.88KNew |
$220K - $244K
|
2.88K
$254K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.43KNew |
$185K - $205K
|
2.43K
$214K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-421- 1.59% |
$32.1K - $35.6K
|
26K
$2.29M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.22% |
$76.2 - $84.5
|
450
$39.7K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
26+ 5.05% |
$1.98K - $2.2K
|
541
$47.7K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
598+ 2.08% |
$45.5K - $50.5K
|
29.4K
$2.59M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.91K+ 4.0% |
$298K - $331K
|
102K
$8.96M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.25KNew |
$324K - $359K
|
4.25K
$375K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
198New |
$15.1K - $16.7K
|
198
$17.5K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-8- 0.23% |
$609 - $676
|
3.48K
$307K
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-100- 0.53% |
$7.62K - $8.45K
|
18.9K
$1.67M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.17% |
$7.62K - $8.45K
|
8.45K
$745K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-88- 2.04% |
$6.7K - $7.44K
|
4.22K
$372K
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$190K - $211K
|
2.5K
$220K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-460- 6.21% |
$35K - $38.9K
|
6.94K
$612K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14+ 0.25% |
$1.07K - $1.18K
|
5.52K
$486K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
384+ 1.41% |
$29.2K - $32.5K
|
27.7K
$2.44M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-187- 2.28% |
$14.2K - $15.8K
|
8.01K
$706K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-681- 29.61% |
$51.9K - $57.6K
|
1.62K
$143K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-33- 0.41% |
$2.51K - $2.79K
|
8.09K
$713K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
167+ 6.67% |
$12.7K - $14.1K
|
2.67K
$235K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
718+ 217.58% |
$54.7K - $60.7K
|
1.05K
$92.4K
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 0.99% |
$90.1K - $100K
|
118K
$10.4M
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.31K+ 12.3% |
$176K - $195K
|
21.1K
$1.86M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$381 - $423
|
963
$84.9K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
732New |
$55.7K - $61.9K
|
732
$64.5K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 50.0% |
$3.81K - $4.23K
|
50
$4.41K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 25.0% |
$7.62K - $8.45K
|
300
$26.4K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
315New |
$22.2K - $26K
|
315
$27.8K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
234+ 64.82% |
$16.5K - $19.3K
|
595
$52.5K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.21KNew |
$367K - $430K
|
5.21K
$459K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
35.8KNew |
$2.52M - $2.95M
|
35.8K
$3.15M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
339+ 423.75% |
$23.9K - $28K
|
419
$36.9K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
158+ 51.3% |
$11.1K - $13K
|
466
$41.1K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
49New |
$3.45K - $4.04K
|
49
$4.32K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
16.6K+ 272.58% |
$1.17M - $1.37M
|
22.7K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.2KNew |
$2.47M - $2.9M
|
35.2K
$3.1M
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
500New |
$35.2K - $41.3K
|
500
$44.1K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-46.6K- 98.41% |
$3.28M - $3.85M
|
752
$66.3K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5KNew |
$352K - $413K
|
5K
$441K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.15% |
$70.4 - $82.5
|
669
$59K
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.77KNew |
$195K - $229K
|
2.77K
$245K
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
284+ 9.12% |
$20K - $23.4K
|
3.4K
$300K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-638- 92.06% |
$44.9K - $52.6K
|
55
$4.85K
|