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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.88KNew |
$203K - $237K
|
2.88K
$254K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.78% |
$211 - $248
|
172
$15.2K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-51- 26.7% |
$3.59K - $4.21K
|
140
$12.3K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.56KNew |
$180K - $211K
|
2.56K
$226K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.63K- 71.61% |
$537K - $630K
|
3.03K
$267K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.47K- 50.12% |
$103K - $121K
|
1.46K
$129K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.89% |
$70.4 - $82.5
|
54
$4.76K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.24KNew |
$228K - $268K
|
3.24K
$286K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.64KNew |
$186K - $218K
|
2.64K
$233K
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 6.8% |
$14.1K - $16.5K
|
2.74K
$242K
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.3K+ 33.33% |
$91.5K - $107K
|
5.2K
$458K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-400- 14.8% |
$28.2K - $33K
|
2.3K
$203K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
40New |
$2.82K - $3.3K
|
40
$3.53K
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
67+ 1.83% |
$4.72K - $5.53K
|
3.74K
$329K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
900New |
$63.4K - $74.3K
|
900
$79.3K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.86KNew |
$201K - $236K
|
2.86K
$252K
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-18.2K- 82.54% |
$1.28M - $1.5M
|
3.85K
$339K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 1.87% |
$7.04K - $8.25K
|
5.24K
$462K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300New |
$21.1K - $24.8K
|
300
$26.4K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.5KNew |
$951K - $1.12M
|
13.5K
$1.19M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.3KNew |
$1.85M - $2.17M
|
26.3K
$2.32M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3KNew |
$211K - $248K
|
3K
$265K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$211 - $248
|
3
$264
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-125- 3.99% |
$8.8K - $10.3K
|
3.01K
$265K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.75K- 49.32% |
$334K - $392K
|
4.88K
$430K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.85K- 42.45% |
$131K - $153K
|
2.51K
$222K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
323New |
$22.7K - $26.7K
|
323
$28.5K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.1KNew |
$77.4K - $90.8K
|
1.1K
$97K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
38New |
$2.67K - $3.14K
|
38
$3.35K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 43.48% |
$14.1K - $16.5K
|
260
$22.9K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.72% |
$352 - $413
|
295
$26K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.16% |
$70.4 - $82.5
|
637
$56.2K
|
|
Q3 2023 | |||||||
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.2KClosed |
$455K - $528K
|
0
$0
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.72K- 5.18% |
$126K - $147K
|
31.5K
$2.78M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-300- 2.31% |
$22K - $25.6K
|
12.7K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-400- 1.84% |
$29.4K - $34.1K
|
21.3K
$1.88M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.29KNew |
$242K - $280K
|
3.29K
$290K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-938- 49.81% |
$68.9K - $80K
|
945
$83.3K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-950- 23.09% |
$69.8K - $81K
|
3.16K
$279K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
270New |
$19.8K - $23K
|
270
$23.8K
|
|
Nov 13, 2023
Q3 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
5KNew |
$367K - $426K
|
5K
$441K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
183New |
$13.4K - $15.6K
|
183
$16.1K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1K+ 110.01% |
$73.5K - $85.3K
|
1.91K
$168K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-97- 2.21% |
$7.13K - $8.27K
|
4.3K
$379K
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-360- 6.84% |
$26.4K - $30.7K
|
4.9K
$432K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
90New |
$6.61K - $7.67K
|
90
$7.93K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
119KNew |
$8.78M - $10.2M
|
119K
$10.5M
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.33KNew |
$391K - $454K
|
5.33K
$470K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
114+ 0.4% |
$8.37K - $9.72K
|
28.3K
$2.5M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
306New |
$22.5K - $26.1K
|
306
$27K
|