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 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$87.2 - $102
|
1
$105
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-168- 3.07% |
$14.6K - $17.2K
|
5.3K
$555K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.45% |
$87.2 - $102
|
222
$23.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
60New |
$5.23K - $6.13K
|
60
$6.29K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.35KNew |
$205K - $240K
|
2.35K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-57- 8.66% |
$4.97K - $5.83K
|
601
$63K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
40.5KNew |
$3.54M - $4.14M
|
40.5K
$4.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
8New |
$698 - $818
|
8
$839
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20New |
$1.74K - $2.04K
|
20
$2.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.23KNew |
$195K - $228K
|
2.23K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-600- 15.0% |
$52.3K - $61.3K
|
3.4K
$356K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.25KNew |
$196K - $229K
|
2.25K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
77.2KNew |
$6.74M - $7.9M
|
77.2K
$8.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52+ 7.43% |
$4.53K - $5.31K
|
752
$78.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.41KNew |
$210K - $246K
|
2.41K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.4K+ 10133.33% |
$2.92M - $3.42M
|
33.8K
$3.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.56K+ 28.5% |
$485K - $568K
|
25.1K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.77K+ 2.28% |
$242K - $284K
|
124K
$13M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.02KNew |
$176K - $206K
|
2.02K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
2.16KNew |
$188K - $220K
|
2.16K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.12KNew |
$185K - $217K
|
2.12K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 11.89% |
$11.8K - $13.8K
|
1K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-100- 2.88% |
$8.72K - $10.2K
|
3.37K
$353K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
38New |
$3.31K - $3.88K
|
38
$3.98K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.1KNew |
$183K - $215K
|
2.1K
$220K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.2KNew |
$192K - $225K
|
2.2K
$231K
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
390+ 390.0% |
$31.6K - $36.1K
|
490
$51.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.1KNew |
$332K - $380K
|
4.1K
$430K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 2.63% |
$890 - $1.02K
|
408
$42.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$1.62M - $1.85M
|
20K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$200K - $229K
|
2.47K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90New |
$7.28K - $8.34K
|
90
$9.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25New |
$2.02K - $2.32K
|
25
$2.62K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
260New |
$21K - $24.1K
|
260
$27.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.3KNew |
$591K - $676K
|
7.3K
$765K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.11% |
$80.9 - $92.6
|
946
$99.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.3KNew |
$186K - $213K
|
2.3K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-76- 16.34% |
$6.15K - $7.04K
|
389
$40.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
134New |
$10.8K - $12.4K
|
134
$14K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28- 0.9% |
$2.27K - $2.59K
|
3.1K
$324K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35- 11.11% |
$2.83K - $3.24K
|
280
$29.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
371New |
$30K - $34.4K
|
371
$38.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
70New |
$5.66K - $6.48K
|
70
$7.34K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-279- 62.0% |
$22.6K - $25.8K
|
171
$17.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
102New |
$8.25K - $9.45K
|
102
$10.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.95KNew |
$320K - $366K
|
3.95K
$414K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.43% |
$243 - $278
|
702
$73.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 19.23% |
$4.05K - $4.63K
|
310
$32.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-158- 79.8% |
$12.8K - $14.6K
|
40
$4.19K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.11% |
$243 - $278
|
2.67K
$280K
|
|