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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.71KNew |
$740K - $821K
|
9.71K
$936K
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.78K+ 56.94% |
$516K - $573K
|
18.7K
$1.8M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.4KNew |
$335K - $372K
|
4.4K
$424K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.25KNew |
$324K - $359K
|
4.25K
$410K
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$190K - $211K
|
2.5K
$241K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.4KNew |
$183K - $203K
|
2.4K
$231K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.46KNew |
$111K - $123K
|
1.46K
$141K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 39.06% |
$79.7K - $88.4K
|
3.72K
$359K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
732New |
$55.7K - $61.9K
|
732
$70.6K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
673+ 170.81% |
$51.3K - $56.9K
|
1.07K
$103K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
376New |
$28.6K - $31.8K
|
376
$36.3K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$3.81K - $4.23K
|
50
$4.82K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
26+ 5.05% |
$1.98K - $2.2K
|
541
$52.2K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12+ 0.06% |
$914 - $1.01K
|
20.6K
$1.99M
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.04% |
$76.2 - $84.5
|
97
$9.35K
|
|
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
$3.45M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35.2KNew |
$2.47M - $2.9M
|
35.2K
$3.39M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5KNew |
$352K - $413K
|
5K
$482K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.24KNew |
$228K - $268K
|
3.24K
$313K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.88KNew |
$203K - $237K
|
2.88K
$277K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.86KNew |
$201K - $236K
|
2.86K
$276K
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.77KNew |
$195K - $229K
|
2.77K
$267K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.64KNew |
$186K - $218K
|
2.64K
$254K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.56KNew |
$180K - $211K
|
2.56K
$247K
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.3K+ 33.33% |
$91.5K - $107K
|
5.2K
$501K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.1KNew |
$77.4K - $90.8K
|
1.1K
$106K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
500New |
$35.2K - $41.3K
|
500
$48.2K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
323New |
$22.7K - $26.7K
|
323
$31.1K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300New |
$21.1K - $24.8K
|
300
$28.9K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
158+ 51.3% |
$11.1K - $13K
|
466
$44.9K
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
67+ 1.83% |
$4.72K - $5.53K
|
3.74K
$360K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
49New |
$3.45K - $4.04K
|
49
$4.72K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
40New |
$2.82K - $3.3K
|
40
$3.86K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.72% |
$352 - $413
|
295
$28.4K
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$211 - $248
|
3
$289
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.15% |
$70.4 - $82.5
|
669
$64.5K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
119KNew |
$8.78M - $10.2M
|
119K
$11.5M
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.33KNew |
$391K - $454K
|
5.33K
$514K
|
|
Nov 13, 2023
Q3 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
5KNew |
$367K - $426K
|
5K
$482K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1K+ 110.01% |
$73.5K - $85.3K
|
1.91K
$184K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
306New |
$22.5K - $26.1K
|
306
$29.5K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
270New |
$19.8K - $23K
|
270
$26K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
183New |
$13.4K - $15.6K
|
183
$17.6K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
114+ 0.4% |
$8.37K - $9.72K
|
28.3K
$2.73M
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$7.35K - $8.53K
|
100
$9.64K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
90New |
$6.61K - $7.67K
|
90
$8.68K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
76.8KNew |
$6.12M - $6.62M
|
76.8K
$7.4M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$207K - $223K
|
2.59K
$250K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.3K+ 16.67% |
$104K - $112K
|
9.13K
$880K
|