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 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
335+ 100.0% |
$24.7K - $27.5K
|
670
$59.1K
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-16Closed |
$1.18K - $1.32K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
804+ 100.0% |
$59.2K - $66.1K
|
1.61K
$142K
|
|
Feb 05, 2021
Q4 2020
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
31+ 100.0% |
$2.28K - $2.55K
|
62
$5.47K
|
|
Feb 05, 2021
Q4 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
83+ 100.0% |
$6.11K - $6.82K
|
166
$14.6K
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.69KClosed |
$125K - $139K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
110+ 100.0% |
$8.1K - $9.04K
|
220
$19.4K
|
|
Jan 20, 2021
Q4 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-330Closed |
$24.3K - $27.1K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
248New |
$18.3K - $20.4K
|
248
$21.9K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
210+ 100.0% |
$15.5K - $17.3K
|
420
$37K
|
|
Jan 15, 2021
Q4 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
110+ 100.0% |
$8.1K - $9.04K
|
220
$19.4K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
352+ 100.0% |
$25.9K - $28.9K
|
704
$62.1K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-110Closed |
$7.72K - $8.38K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.73KClosed |
$191K - $208K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-468Closed |
$32.8K - $35.6K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.53KClosed |
$107K - $116K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
SELL
|
- |
-3.63KClosed |
$255K - $277K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-617Closed |
$43.3K - $47K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-130Closed |
$9.12K - $9.9K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-20Closed |
$1.4K - $1.52K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
354New |
$24.8K - $27K
|
354
$31.2K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 9.03% |
$2.58K - $3.12K
|
483
$42.6K
|
|
Aug 13, 2020
Q2 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-103Closed |
$6.64K - $8.04K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-11.6KClosed |
$749K - $906K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.57KClosed |
$102K - $123K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-323Closed |
$20.8K - $25.2K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$258 - $312
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
BUY
|
CALL |
100New |
$6.45K - $7.81K
|
100
$8.82K
|
|
Jul 31, 2020
Q2 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.77KClosed |
$114K - $138K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-216Closed |
$13.9K - $16.9K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-400Closed |
$25.8K - $31.2K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.86KClosed |
$378K - $458K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-3.56KClosed |
$230K - $278K
|
0
$0
|
|
Q1 2020 | |||||||
May 12, 2022
Q1 2020
|
True North Advisors, LLC
|
SELL
|
- |
-2KClosed |
$113K - $177K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.44KClosed |
$81.5K - $128K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-669Closed |
$37.8K - $59.2K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-3.21KClosed |
$181K - $284K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-68Closed |
$3.84K - $6.02K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.66KClosed |
$93.6K - $147K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.35KClosed |
$133K - $208K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-16Closed |
$904 - $1.42K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-269Closed |
$15.2K - $23.8K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.24KClosed |
$127K - $198K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.28KClosed |
$72.3K - $113K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.69KClosed |
$95.7K - $150K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.74KClosed |
$98K - $154K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-630Closed |
$35.6K - $55.8K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7.73KClosed |
$437K - $685K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.24KClosed |
$70K - $110K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.28KClosed |
$72.5K - $114K
|
0
$0
|