Purchases and Sales Made in Q1 2023 in Ishares Tr U S Utils ETF (IDU)
This table provides information about the institutional ownership of Ishares Tr U S Utils ETF (IDU) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR U S UTILS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-370- 5.77% |
$29.1K - $32.7K
|
6.04K
$585K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-386- 1.19% |
$30.4K - $34.1K
|
32K
$3.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-399- 6.8% |
$31.4K - $35.3K
|
5.47K
$530K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-405- 5.22% |
$31.9K - $35.8K
|
7.35K
$712K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-409- 1.52% |
$32.2K - $36.1K
|
26.6K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-443- 1.44% |
$34.9K - $39.1K
|
30.2K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-452- 15.18% |
$35.6K - $39.9K
|
2.53K
$245K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-600- 4.99% |
$47.3K - $53K
|
11.4K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-640- 20.28% |
$50.4K - $56.6K
|
2.52K
$244K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-663- 11.04% |
$52.2K - $58.6K
|
5.34K
$518K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-707- 18.98% |
$55.7K - $62.5K
|
3.02K
$292K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-715- 90.97% |
$56.3K - $63.2K
|
71
$6.88K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-755- 11.85% |
$59.5K - $66.7K
|
5.61K
$544K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-766- 3.43% |
$60.3K - $67.7K
|
21.6K
$2.09M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-804- 3.73% |
$63.3K - $71K
|
20.8K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-856- 13.75% |
$67.4K - $75.6K
|
5.37K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-944- 11.95% |
$74.3K - $83.4K
|
6.96K
$674K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 1.12% |
$79.8K - $89.5K
|
89.1K
$8.64M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.01K- 4.46% |
$79.9K - $89.6K
|
21.7K
$2.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.04K- 40.48% |
$82.2K - $92.3K
|
1.54K
$149K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-1.05K- 1.21% |
$82.7K - $92.8K
|
85.7K
$8.3M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 4.73% |
$84.9K - $95.3K
|
21.7K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.08K- 1.17% |
$85.4K - $95.8K
|
91.7K
$8.89M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 14.67% |
$89.5K - $100K
|
6.61K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.21K- 75.58% |
$95.3K - $107K
|
391
$37.9K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.42K- 32.67% |
$112K - $125K
|
2.92K
$283K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.43K- 1.11% |
$113K - $126K
|
127K
$12.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 16.54% |
$118K - $132K
|
7.55K
$732K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.75K- 17.48% |
$138K - $155K
|
8.26K
$800K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-2.1K- 8.66% |
$165K - $186K
|
22.1K
$2.15M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.27K- 16.16% |
$179K - $200K
|
11.8K
$1.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-2.91K- 54.27% |
$229K - $257K
|
2.45K
$238K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.99K- 95.71% |
$235K - $264K
|
134
$13K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.51K- 23.52% |
$355K - $399K
|
14.7K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.73K- 7.41% |
$372K - $418K
|
59.1K
$5.72M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.79K- 15.38% |
$378K - $424K
|
26.4K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.89K- 26.42% |
$542K - $609K
|
19.2K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.3K- 1.92% |
$733K - $822K
|
474K
$45.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-9.35K- 21.78% |
$736K - $826K
|
33.6K
$3.25M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-10K- 16.9% |
$787K - $883K
|
49.1K
$4.76M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17K- 7.1% |
$1.34M - $1.5M
|
222K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.1K- 70.23% |
$1.74M - $1.96M
|
9.39K
$910K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.1K- 68.94% |
$2.37M - $2.66M
|
13.6K
$1.31M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.2K- 84.3% |
$2.46M - $2.76M
|
5.81K
$563K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-38.5K- 51.03% |
$3.03M - $3.4M
|
36.9K
$3.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-44.5K- 49.89% |
$3.51M - $3.94M
|
44.7K
$4.34M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-112K- 18.45% |
$8.8M - $9.87M
|
494K
$47.8M
|