Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-116- 2.53% |
$8.83K - $9.8K
|
4.46K
$393K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-114- 0.55% |
$8.68K - $9.64K
|
20.6K
$1.81M
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-100- 0.53% |
$7.62K - $8.45K
|
18.9K
$1.67M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.17% |
$7.62K - $8.45K
|
8.45K
$745K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 25.0% |
$7.62K - $8.45K
|
300
$26.4K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-88- 2.04% |
$6.7K - $7.44K
|
4.22K
$372K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-87- 4.81% |
$6.63K - $7.35K
|
1.72K
$152K
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-75- 2.95% |
$5.71K - $6.34K
|
2.47K
$217K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-55- 0.95% |
$4.19K - $4.65K
|
5.74K
$506K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-50- 1.32% |
$3.81K - $4.23K
|
3.73K
$329K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 50.0% |
$3.81K - $4.23K
|
50
$4.41K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-37- 0.9% |
$2.82K - $3.13K
|
4.09K
$361K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-33- 0.41% |
$2.51K - $2.79K
|
8.09K
$713K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-32- 9.58% |
$2.44K - $2.7K
|
302
$26.6K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-25- 1.43% |
$1.9K - $2.11K
|
1.72K
$152K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-24- 1.74% |
$1.83K - $2.03K
|
1.35K
$119K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-8- 0.23% |
$609 - $676
|
3.48K
$307K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5- 1.31% |
$381 - $423
|
377
$33.2K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-46.6K- 98.41% |
$3.28M - $3.85M
|
752
$66.3K
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-18.2K- 82.54% |
$1.28M - $1.5M
|
3.85K
$339K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.63K- 71.61% |
$537K - $630K
|
3.03K
$267K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.75K- 49.32% |
$334K - $392K
|
4.88K
$430K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.85K- 42.45% |
$131K - $153K
|
2.51K
$222K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.47K- 50.12% |
$103K - $121K
|
1.46K
$129K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-638- 92.06% |
$44.9K - $52.6K
|
55
$4.85K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-400- 14.8% |
$28.2K - $33K
|
2.3K
$203K
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 6.8% |
$14.1K - $16.5K
|
2.74K
$242K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 43.48% |
$14.1K - $16.5K
|
260
$22.9K
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-125- 3.99% |
$8.8K - $10.3K
|
3.01K
$265K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 1.87% |
$7.04K - $8.25K
|
5.24K
$462K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-51- 26.7% |
$3.59K - $4.21K
|
140
$12.3K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.16% |
$70.4 - $82.5
|
637
$56.2K
|
|
Q3 2023 | |||||||
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.2KClosed |
$455K - $528K
|
0
$0
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.06K- 39.35% |
$151K - $176K
|
3.18K
$280K
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.72K- 5.18% |
$126K - $147K
|
31.5K
$2.78M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-950- 23.09% |
$69.8K - $81K
|
3.16K
$279K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-938- 49.81% |
$68.9K - $80K
|
945
$83.3K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-400- 1.84% |
$29.4K - $34.1K
|
21.3K
$1.88M
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-360- 6.84% |
$26.4K - $30.7K
|
4.9K
$432K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-300- 2.31% |
$22K - $25.6K
|
12.7K
$1.12M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-97- 2.21% |
$7.13K - $8.27K
|
4.3K
$379K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-52- 14.77% |
$3.82K - $4.43K
|
300
$26.4K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-37.3K- 83.31% |
$2.97M - $3.21M
|
7.47K
$658K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.24K- 27.76% |
$737K - $796K
|
24K
$2.12M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$16.1K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$16.1K
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-80- 22.6% |
$6.38K - $6.9K
|
274
$24.2K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28- 0.48% |
$2.23K - $2.41K
|
5.82K
$513K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-38.5K- 51.03% |
$3.03M - $3.4M
|
36.9K
$3.25M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.99K- 95.71% |
$235K - $264K
|
134
$11.8K
|