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 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
80New |
$6.51K - $7.13K
|
80
$7.05K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2.38KNew |
$193K - $212K
|
2.38K
$210K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2K+ 45.45% |
$163K - $178K
|
6.4K
$564K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-119- 54.34% |
$9.68K - $10.6K
|
100
$8.82K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.08K+ 8.27% |
$87.8K - $96.2K
|
14.1K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.09KNew |
$88.7K - $97.2K
|
1.09K
$96.1K
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.6KNew |
$211K - $232K
|
2.6K
$229K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
600New |
$48.8K - $53.5K
|
600
$52.9K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
14.1KNew |
$1.15M - $1.26M
|
14.1K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.86KNew |
$151K - $166K
|
1.86K
$164K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
122KNew |
$9.92M - $10.9M
|
122K
$10.7M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.9K+ 2900.0% |
$236K - $259K
|
3K
$264K
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.44KNew |
$198K - $218K
|
2.44K
$215K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.42KNew |
$441K - $483K
|
5.42K
$478K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
35New |
$2.85K - $3.12K
|
35
$3.09K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
228New |
$18.5K - $20.3K
|
228
$20.1K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
131+ 2.15% |
$10.7K - $11.7K
|
6.23K
$549K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
17New |
$1.38K - $1.52K
|
17
$1.5K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
290New |
$23.6K - $25.9K
|
290
$25.6K
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-918- 24.79% |
$74.7K - $81.8K
|
2.79K
$246K
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
726+ 2.26% |
$59.1K - $64.7K
|
32.8K
$2.89M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-210- 67.74% |
$17.1K - $18.7K
|
100
$8.82K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-642- 6.54% |
$52.2K - $57.2K
|
9.18K
$809K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11+ 0.41% |
$895 - $981
|
2.69K
$237K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
80New |
$6.51K - $7.13K
|
80
$7.05K
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.76KNew |
$305K - $335K
|
3.76K
$331K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
642New |
$52.2K - $57.2K
|
642
$56.6K
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-25- 21.74% |
$2.03K - $2.23K
|
90
$7.93K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
444New |
$36.1K - $39.6K
|
444
$39.1K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
49.4K+ 55.21% |
$4.02M - $4.4M
|
139K
$12.2M
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$42K - $47.9K
|
500
$44.1K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
629New |
$52.8K - $60.3K
|
629
$55.5K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.98KNew |
$250K - $286K
|
2.98K
$263K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.7KNew |
$227K - $259K
|
2.7K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8- 57.14% |
$671 - $767
|
6
$529
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.49% |
$83.9 - $95.9
|
206
$18.2K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 7.03% |
$755 - $863
|
119
$10.5K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.67KNew |
$392K - $447K
|
4.67K
$411K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.11KNew |
$261K - $298K
|
3.11K
$274K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$83.9 - $95.9
|
1
$88.2
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 6.72% |
$16.8K - $19.2K
|
2.78K
$245K
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.02K- 2.14% |
$85.7K - $97.9K
|
46.8K
$4.12M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-46- 1.55% |
$3.86K - $4.41K
|
2.93K
$258K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-65- 0.27% |
$5.46K - $6.23K
|
24.2K
$2.13M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.2K+ 105.51% |
$1.27M - $1.45M
|
29.5K
$2.6M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-175- 60.34% |
$14.7K - $16.8K
|
115
$10.1K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.53KNew |
$213K - $243K
|
2.53K
$223K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2- 40.0% |
$168 - $192
|
3
$264
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
186New |
$15.6K - $17.8K
|
186
$16.4K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
1.93KNew |
$162K - $185K
|
1.93K
$170K
|