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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-100- 2.88% |
$8.72K - $10.2K
|
3.37K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-57- 8.66% |
$4.97K - $5.83K
|
601
$63K
|
|
| Q2 2024 | |||||||
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.55K- 67.51% |
$126K - $144K
|
748
$78.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-279- 62.0% |
$22.6K - $25.8K
|
171
$17.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-158- 79.8% |
$12.8K - $14.6K
|
40
$4.19K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-76- 16.34% |
$6.15K - $7.04K
|
389
$40.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35- 11.11% |
$2.83K - $3.24K
|
280
$29.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28- 0.9% |
$2.27K - $2.59K
|
3.1K
$324K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 2.63% |
$890 - $1.02K
|
408
$42.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 14.23% |
$133K - $148K
|
10.5K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-942- 23.96% |
$71.7K - $79.6K
|
2.99K
$313K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-510- 14.92% |
$38.8K - $43.1K
|
2.91K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-506- 42.31% |
$38.5K - $42.8K
|
690
$72.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-88- 2.04% |
$6.7K - $7.44K
|
4.22K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-75- 2.95% |
$5.71K - $6.34K
|
2.47K
$259K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 50.0% |
$3.81K - $4.23K
|
50
$5.24K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-32- 9.58% |
$2.44K - $2.7K
|
302
$31.7K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-18.2K- 82.54% |
$1.28M - $1.5M
|
3.85K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.63K- 71.61% |
$537K - $630K
|
3.03K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-638- 92.06% |
$44.9K - $52.6K
|
55
$5.77K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 6.8% |
$14.1K - $16.5K
|
2.74K
$287K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13- 39.39% |
$915 - $1.07K
|
20
$2.1K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.72K- 5.18% |
$126K - $147K
|
31.5K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-950- 23.09% |
$69.8K - $81K
|
3.16K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-400- 1.84% |
$29.4K - $34.1K
|
21.3K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-97- 2.21% |
$7.13K - $8.27K
|
4.3K
$450K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-52- 14.77% |
$3.82K - $4.43K
|
300
$31.4K
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-37.3K- 83.31% |
$2.97M - $3.21M
|
7.47K
$783K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.24K- 27.76% |
$737K - $796K
|
24K
$2.52M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$19.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$19.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-80- 22.6% |
$6.38K - $6.9K
|
274
$28.7K
|
|
| 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
$3.87M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.99K- 95.71% |
$235K - $264K
|
134
$14K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.04K- 40.48% |
$82.2K - $92.3K
|
1.54K
$161K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-405- 5.22% |
$31.9K - $35.8K
|
7.35K
$771K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-325- 3.21% |
$25.6K - $28.7K
|
9.8K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.03% |
$78.8 - $88.4
|
2.93K
$307K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-918- 24.79% |
$70.1K - $81.8K
|
2.79K
$292K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-642- 6.54% |
$49K - $57.2K
|
9.18K
$962K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-119- 54.34% |
$9.09K - $10.6K
|
100
$10.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-25- 21.74% |
$1.91K - $2.23K
|
90
$9.43K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-175- 60.34% |
$14.2K - $16.8K
|
115
$12.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-65- 0.27% |
$5.27K - $6.23K
|
24.2K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 7.03% |
$730 - $863
|
119
$12.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2- 40.0% |
$162 - $192
|
3
$314
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.86K- 11.34% |
$541K - $644K
|
53.6K
$5.62M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.96KClosed |
$470K - $559K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.22KClosed |
$175K - $209K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.2KClosed |
$94.9K - $113K
|
0
$0
|
|