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 |
---|---|---|---|---|---|---|---|
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
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.86KNew |
$151K - $166K
|
1.86K
$164K
|
|
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
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.08K+ 8.27% |
$87.8K - $96.2K
|
14.1K
$1.25M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
726+ 2.26% |
$59.1K - $64.7K
|
32.8K
$2.89M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
642New |
$52.2K - $57.2K
|
642
$56.6K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
600New |
$48.8K - $53.5K
|
600
$52.9K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
444New |
$36.1K - $39.6K
|
444
$39.1K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
290New |
$23.6K - $25.9K
|
290
$25.6K
|
|
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 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
80New |
$6.51K - $7.13K
|
80
$7.05K
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
80New |
$6.51K - $7.13K
|
80
$7.05K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
35New |
$2.85K - $3.12K
|
35
$3.09K
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
17New |
$1.38K - $1.52K
|
17
$1.5K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11+ 0.41% |
$895 - $981
|
2.69K
$237K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.2K+ 105.51% |
$1.27M - $1.45M
|
29.5K
$2.6M
|
|
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
|
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
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.53KNew |
$213K - $243K
|
2.53K
$223K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
1.93KNew |
$162K - $185K
|
1.93K
$170K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
740New |
$62.1K - $71K
|
740
$65.2K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
629New |
$52.8K - $60.3K
|
629
$55.5K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$42K - $47.9K
|
500
$44.1K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
186New |
$15.6K - $17.8K
|
186
$16.4K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$83.9 - $95.9
|
1
$88.2
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.49% |
$83.9 - $95.9
|
206
$18.2K
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.61KNew |
$363K - $433K
|
4.61K
$406K
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.55KNew |
$201K - $239K
|
2.55K
$224K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.09KNew |
$165K - $196K
|
2.09K
$184K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.7KNew |
$134K - $160K
|
1.7K
$150K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
735New |
$58K - $69K
|
735
$64.8K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
416New |
$32.8K - $39.1K
|
416
$36.7K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
328New |
$25.9K - $30.8K
|
328
$28.9K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180New |
$14.2K - $16.9K
|
180
$15.9K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
60New |
$4.73K - $5.63K
|
60
$5.29K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.35% |
$78.9 - $93.9
|
283
$24.9K
|
|
Q1 2022 | |||||||
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
720New |
$57.3K - $65.6K
|
720
$63.5K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
500New |
$39.8K - $45.6K
|
500
$44.1K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300New |
$23.9K - $27.3K
|
300
$26.4K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150New |
$11.9K - $13.7K
|
150
$13.2K
|
|
Q4 2021 | |||||||
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.6KNew |
$443K - $495K
|
5.6K
$494K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$94.8K - $106K
|
1.2K
$106K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
812New |
$64.2K - $71.8K
|
812
$71.6K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
529+ 6.51% |
$41.8K - $46.8K
|
8.65K
$763K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
396New |
$31.3K - $35K
|
396
$34.9K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
390New |
$30.8K - $34.5K
|
390
$34.4K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$7.9K - $8.84K
|
100
$8.82K
|