Latest Institutional Purchases of Ishares Tr U S Utils ETF (IDU)
This list provides information on the latest institutional transactions involving Ishares Tr U S Utils ETF (IDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
60+ 1.18% |
$4.57K - $5.07K
|
5.16K
$455K
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
55+ 0.83% |
$4.19K - $4.65K
|
6.71K
$592K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$3.81K - $4.23K
|
50
$4.41K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
26+ 5.05% |
$1.98K - $2.2K
|
541
$47.7K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14+ 0.25% |
$1.07K - $1.18K
|
5.52K
$486K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12+ 0.06% |
$914 - $1.01K
|
20.6K
$1.82M
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8+ 0.06% |
$609 - $676
|
13.7K
$1.21M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$381 - $423
|
963
$84.9K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.32% |
$305 - $338
|
1.24K
$109K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.58% |
$305 - $338
|
699
$61.6K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.53% |
$228 - $254
|
571
$50.3K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.04% |
$76.2 - $84.5
|
97
$8.55K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$76.2 - $84.5
|
220
$19.4K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.22% |
$76.2 - $84.5
|
450
$39.7K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
35.8KNew |
$2.52M - $2.95M
|
35.8K
$3.15M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.2KNew |
$2.47M - $2.9M
|
35.2K
$3.1M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.3KNew |
$1.85M - $2.17M
|
26.3K
$2.32M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
16.6K+ 272.58% |
$1.17M - $1.37M
|
22.7K
$2M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.5KNew |
$951K - $1.12M
|
13.5K
$1.19M
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.21KNew |
$367K - $430K
|
5.21K
$459K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5KNew |
$352K - $413K
|
5K
$441K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.24KNew |
$228K - $268K
|
3.24K
$286K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3KNew |
$211K - $248K
|
3K
$265K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.88KNew |
$203K - $237K
|
2.88K
$254K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.86KNew |
$201K - $236K
|
2.86K
$252K
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.77KNew |
$195K - $229K
|
2.77K
$245K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.64KNew |
$186K - $218K
|
2.64K
$233K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.56KNew |
$180K - $211K
|
2.56K
$226K
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.3K+ 33.33% |
$91.5K - $107K
|
5.2K
$458K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.1KNew |
$77.4K - $90.8K
|
1.1K
$97K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
900New |
$63.4K - $74.3K
|
900
$79.3K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
500New |
$35.2K - $41.3K
|
500
$44.1K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
339+ 423.75% |
$23.9K - $28K
|
419
$36.9K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
323New |
$22.7K - $26.7K
|
323
$28.5K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
315New |
$22.2K - $26K
|
315
$27.8K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300New |
$21.1K - $24.8K
|
300
$26.4K
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
284+ 9.12% |
$20K - $23.4K
|
3.4K
$300K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
234+ 64.82% |
$16.5K - $19.3K
|
595
$52.5K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
158+ 51.3% |
$11.1K - $13K
|
466
$41.1K
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
67+ 1.83% |
$4.72K - $5.53K
|
3.74K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
49New |
$3.45K - $4.04K
|
49
$4.32K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
40New |
$2.82K - $3.3K
|
40
$3.53K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
38New |
$2.67K - $3.14K
|
38
$3.35K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.72% |
$352 - $413
|
295
$26K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.78% |
$211 - $248
|
172
$15.2K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$211 - $248
|
3
$264
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.15% |
$70.4 - $82.5
|
669
$59K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.89% |
$70.4 - $82.5
|
54
$4.76K
|