Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
41.3KNew |
$3.15M - $3.49M
|
41.3K
$4M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
26K+ 4.14% |
$1.98M - $2.19M
|
653K
$63.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5KNew |
$1.64M - $1.82M
|
21.5K
$2.08M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.2K+ 64.8% |
$856K - $950K
|
28.6K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.71KNew |
$740K - $821K
|
9.71K
$941K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.88K+ 1.69% |
$677K - $751K
|
535K
$51.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.88K+ 1.69% |
$677K - $751K
|
535K
$51.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.78K+ 56.94% |
$516K - $573K
|
18.7K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.65K+ 52.53% |
$354K - $393K
|
13.5K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.25KNew |
$324K - $359K
|
4.25K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.19KNew |
$319K - $354K
|
4.19K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.04KNew |
$308K - $341K
|
4.04K
$391K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.91K+ 4.0% |
$298K - $331K
|
102K
$9.85M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.59K+ 6.22% |
$274K - $304K
|
61.4K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.56K+ 3.69% |
$271K - $301K
|
100K
$9.7M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.12KNew |
$238K - $264K
|
3.12K
$302K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.91K+ 74.65% |
$222K - $246K
|
6.81K
$660K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.88KNew |
$220K - $244K
|
2.88K
$279K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.58K+ 74.29% |
$196K - $218K
|
6.05K
$586K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$190K - $211K
|
2.5K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.43KNew |
$185K - $205K
|
2.43K
$236K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.4KNew |
$183K - $203K
|
2.4K
$233K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.31K+ 12.3% |
$176K - $195K
|
21.1K
$2.05M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.06K+ 31.23% |
$157K - $174K
|
8.65K
$839K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.52K+ 6.04% |
$115K - $128K
|
26.6K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.46K+ 166.93% |
$111K - $123K
|
2.33K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.46KNew |
$111K - $123K
|
1.46K
$141K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.05K+ 39.06% |
$79.7K - $88.4K
|
3.72K
$361K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
866+ 8.01% |
$66K - $73.2K
|
11.7K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
781New |
$59.5K - $66K
|
781
$75.7K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
748+ 3.16% |
$57K - $63.2K
|
24.4K
$2.36M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
732New |
$55.7K - $61.9K
|
732
$70.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
718+ 217.58% |
$54.7K - $60.7K
|
1.05K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
673+ 170.81% |
$51.3K - $56.9K
|
1.07K
$103K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
651+ 3.63% |
$49.6K - $55K
|
18.6K
$1.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
637New |
$48.5K - $53.8K
|
637
$61.7K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
607+ 14.05% |
$46.2K - $51.3K
|
4.93K
$478K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
598+ 2.08% |
$45.5K - $50.5K
|
29.4K
$2.85M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
405+ 14.9% |
$30.8K - $34.2K
|
3.12K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
390+ 2.5% |
$29.7K - $33K
|
16K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
384+ 7.47% |
$29.2K - $32.5K
|
5.53K
$535K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
384+ 1.41% |
$29.2K - $32.5K
|
27.7K
$2.68M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
376New |
$28.6K - $31.8K
|
376
$36.4K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
259+ 10.23% |
$19.7K - $21.9K
|
2.79K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
198New |
$15.1K - $16.7K
|
198
$19.2K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
182+ 2.87% |
$13.9K - $15.4K
|
6.52K
$631K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
170+ 6.2% |
$12.9K - $14.4K
|
2.91K
$282K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
167+ 6.67% |
$12.7K - $14.1K
|
2.67K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109+ 908.33% |
$8.3K - $9.21K
|
121
$11.7K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101+ 16.97% |
$7.69K - $8.54K
|
696
$67.4K
|