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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
2.16KNew |
$188K - $220K
|
2.16K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.53K+ 99.06% |
$220K - $258K
|
5.08K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.5K- 7.13% |
$130K - $153K
|
19.5K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-100- 2.88% |
$8.72K - $10.2K
|
3.37K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 11.89% |
$11.8K - $13.8K
|
1K
$96.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.6KNew |
$139K - $163K
|
1.6K
$155K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 2.75% |
$2.53K - $2.96K
|
1.08K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.12KNew |
$185K - $217K
|
2.12K
$205K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
461+ 11.7% |
$40.2K - $47.1K
|
4.4K
$426K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.42KNew |
$298K - $350K
|
3.42K
$332K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$523 - $613
|
974
$94.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
406+ 3.77% |
$35.4K - $41.5K
|
11.2K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
160+ 2.35% |
$14K - $16.4K
|
6.98K
$676K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.22K- 1.88% |
$194K - $227K
|
116K
$11.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.39K- 2.65% |
$122K - $142K
|
51.2K
$4.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.6K- 58.27% |
$1.1M - $1.29M
|
9.02K
$874K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.6KNew |
$314K - $368K
|
3.6K
$349K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
38New |
$3.31K - $3.88K
|
38
$3.68K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-135- 19.29% |
$11.8K - $13.8K
|
565
$54.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.1KNew |
$183K - $215K
|
2.1K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.6K- 46.73% |
$837K - $981K
|
10.9K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-137- 2.81% |
$11.9K - $14K
|
4.74K
$459K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
197+ 4.09% |
$17.2K - $20.1K
|
5.02K
$486K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.4KNew |
$1.25M - $1.47M
|
14.4K
$1.39M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-5- 0.02% |
$436 - $511
|
20.6K
$1.99M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.2KNew |
$192K - $225K
|
2.2K
$213K
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
390+ 390.0% |
$31.6K - $36.1K
|
490
$47.5K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.85% |
$80.9 - $92.6
|
55
$5.33K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.1KNew |
$332K - $380K
|
4.1K
$397K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 2.63% |
$890 - $1.02K
|
408
$39.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$200K - $229K
|
2.47K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$1.62M - $1.85M
|
20K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.49KNew |
$282K - $323K
|
3.49K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.3KNew |
$591K - $676K
|
7.3K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
260New |
$21K - $24.1K
|
260
$25.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25New |
$2.02K - $2.32K
|
25
$2.42K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90New |
$7.28K - $8.34K
|
90
$8.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-195- 8.36% |
$15.8K - $18.1K
|
2.14K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.11% |
$80.9 - $92.6
|
946
$91.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.3KNew |
$186K - $213K
|
2.3K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-76- 16.34% |
$6.15K - $7.04K
|
389
$37.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.32KNew |
$188K - $215K
|
2.32K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
480+ 342.86% |
$38.8K - $44.5K
|
620
$60.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
134New |
$10.8K - $12.4K
|
134
$13K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-83- 2.22% |
$6.72K - $7.69K
|
3.65K
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-150- 5.0% |
$12.1K - $13.9K
|
2.85K
$276K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28- 0.9% |
$2.27K - $2.59K
|
3.1K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35- 11.11% |
$2.83K - $3.24K
|
280
$27.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
275+ 4.1% |
$22.3K - $25.5K
|
6.99K
$677K
|
|