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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
629New |
$51K - $60.3K
|
629
$60.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$40.6K - $47.9K
|
500
$48.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
186New |
$15.1K - $17.8K
|
186
$17.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.49% |
$81.1 - $95.9
|
206
$19.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$81.1 - $95.9
|
1
$96.3
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.61KNew |
$363K - $433K
|
4.61K
$444K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.55KNew |
$201K - $239K
|
2.55K
$245K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.09KNew |
$165K - $196K
|
2.09K
$201K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.7KNew |
$134K - $160K
|
1.7K
$164K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
735New |
$58K - $69K
|
735
$70.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
416New |
$32.8K - $39.1K
|
416
$40K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
328New |
$25.9K - $30.8K
|
328
$31.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180New |
$14.2K - $16.9K
|
180
$17.3K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
60New |
$4.73K - $5.63K
|
60
$5.78K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.35% |
$78.9 - $93.9
|
283
$27.2K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
720New |
$57.3K - $65.6K
|
720
$69.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
500New |
$39.8K - $45.6K
|
500
$48.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300New |
$23.9K - $27.3K
|
300
$28.9K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.6KNew |
$443K - $495K
|
5.6K
$539K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.2KNew |
$94.8K - $106K
|
1.2K
$116K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
812New |
$64.2K - $71.8K
|
812
$78.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
529+ 6.51% |
$41.8K - $46.8K
|
8.65K
$833K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
396New |
$31.3K - $35K
|
396
$38.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12New |
$948 - $1.06K
|
12
$1.16K
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
28.4KNew |
$2.23M - $2.38M
|
28.4K
$2.73M
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400New |
$31.4K - $33.5K
|
400
$38.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30+ 75.0% |
$2.36K - $2.52K
|
70
$6.74K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
4.7KNew |
$346K - $386K
|
4.7K
$452K
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
974New |
$71.7K - $80.1K
|
974
$93.7K
|
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
804+ 100.0% |
$59.2K - $66.1K
|
1.61K
$155K
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
490+ 100.0% |
$36.1K - $40.3K
|
980
$94.3K
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
352+ 100.0% |
$25.9K - $28.9K
|
704
$67.8K
|
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
335+ 100.0% |
$24.7K - $27.5K
|
670
$64.5K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
248New |
$18.3K - $20.4K
|
248
$23.9K
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
210+ 100.0% |
$15.5K - $17.3K
|
420
$40.4K
|
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
110+ 100.0% |
$8.1K - $9.04K
|
220
$21.2K
|
|
|
Jan 15, 2021
Q4 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
110+ 100.0% |
$8.1K - $9.04K
|
220
$21.2K
|
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
104+ 100.0% |
$7.66K - $8.55K
|
208
$20K
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 100.0% |
$7.36K - $8.22K
|
200
$19.3K
|
|
|
Feb 05, 2021
Q4 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
83+ 100.0% |
$6.11K - $6.82K
|
166
$16K
|
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
BUY
|
- |
75+ 100.0% |
$5.52K - $6.16K
|
150
$14.4K
|
|
|
Feb 05, 2021
Q4 2020
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
31+ 100.0% |
$2.28K - $2.55K
|
62
$5.97K
|
|
| Q3 2020 | |||||||
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
354New |
$24.8K - $27K
|
354
$34.1K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
BUY
|
CALL |
100New |
$6.45K - $7.81K
|
100
$9.63K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 9.03% |
$2.58K - $3.12K
|
483
$46.5K
|
|