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 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.06K- 39.35% |
$151K - $176K
|
3.18K
$280K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$7.35K - $8.53K
|
100
$8.82K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-52- 14.77% |
$3.82K - $4.43K
|
300
$26.4K
|
|
Q2 2023 | |||||||
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400+ 100.0% |
$31.9K - $34.5K
|
800
$70.5K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28- 0.48% |
$2.23K - $2.41K
|
5.82K
$513K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
310New |
$24.7K - $26.7K
|
310
$27.3K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.1KNew |
$3.2M - $3.46M
|
40.1K
$3.54M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
76.8KNew |
$6.12M - $6.62M
|
76.8K
$6.77M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.24K- 27.76% |
$737K - $796K
|
24K
$2.12M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
26New |
$2.07K - $2.24K
|
26
$2.29K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
356New |
$28.4K - $30.7K
|
356
$31.4K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
40New |
$3.19K - $3.45K
|
40
$3.53K
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
417+ 11.2% |
$33.3K - $35.9K
|
4.14K
$365K
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
442+ 1.08% |
$35.3K - $38.1K
|
41.2K
$3.64M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$207K - $223K
|
2.59K
$229K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
137New |
$10.9K - $11.8K
|
137
$12.1K
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-80- 22.6% |
$6.38K - $6.9K
|
274
$24.2K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.3K+ 16.67% |
$104K - $112K
|
9.13K
$804K
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
17+ 0.69% |
$1.36K - $1.47K
|
2.47K
$218K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$16.1K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$16.1K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-37.3K- 83.31% |
$2.97M - $3.21M
|
7.47K
$658K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
400+ 100.0% |
$31.9K - $34.5K
|
800
$70.5K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.26% |
$79.8 - $86.2
|
388
$34.2K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 5.0% |
$79.8 - $86.2
|
21
$1.85K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-361- 6.61% |
$28.4K - $31.9K
|
5.1K
$450K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
974+ 162.06% |
$76.7K - $86.1K
|
1.58K
$139K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
293+ 1085.19% |
$23.1K - $25.9K
|
320
$28.2K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-137- 1.74% |
$10.8K - $12.1K
|
7.75K
$683K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
400New |
$31.5K - $35.3K
|
400
$35.3K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.35K+ 1350.0% |
$106K - $119K
|
1.45K
$128K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-175- 35.0% |
$13.8K - $15.5K
|
325
$28.7K
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
600New |
$47.3K - $53K
|
600
$52.9K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-707- 18.98% |
$55.7K - $62.5K
|
3.02K
$266K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-38.5K- 51.03% |
$3.03M - $3.4M
|
36.9K
$3.25M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
172New |
$13.5K - $15.2K
|
172
$15.2K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.03% |
$78.8 - $88.4
|
2.93K
$258K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
55New |
$4.33K - $4.86K
|
55
$4.85K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.99K- 95.71% |
$235K - $264K
|
134
$11.8K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
35+ 1.31% |
$2.76K - $3.09K
|
2.7K
$238K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
543New |
$42.8K - $48K
|
543
$47.9K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.37KNew |
$344K - $386K
|
4.37K
$385K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-715- 90.97% |
$56.3K - $63.2K
|
71
$6.26K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 415.45% |
$849K - $953K
|
13.4K
$1.18M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.04K- 40.48% |
$82.2K - $92.3K
|
1.54K
$135K
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
30New |
$2.36K - $2.65K
|
30
$2.64K
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.16% |
$78.8 - $88.4
|
87
$7.67K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-325- 3.21% |
$25.6K - $28.7K
|
9.8K
$864K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-405- 5.22% |
$31.9K - $35.8K
|
7.35K
$648K
|
|
Q4 2022 | |||||||
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.38KNew |
$193K - $212K
|
2.38K
$210K
|