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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-510- 14.92% |
$38.8K - $43.1K
|
2.91K
$282K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-515- 80.85% |
$39.2K - $43.5K
|
122
$11.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-543- 10.51% |
$41.4K - $45.9K
|
4.62K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-593- 11.06% |
$45.2K - $50.1K
|
4.77K
$462K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-622- 5.68% |
$47.4K - $52.6K
|
10.3K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-632- 0.39% |
$48.1K - $53.4K
|
161K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-643- 13.49% |
$49K - $54.3K
|
4.12K
$399K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-681- 29.61% |
$51.9K - $57.6K
|
1.62K
$157K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-695- 3.95% |
$52.9K - $58.7K
|
16.9K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-697- 1.96% |
$53.1K - $58.9K
|
34.9K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-942- 23.96% |
$71.7K - $79.6K
|
2.99K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-983- 17.8% |
$74.9K - $83.1K
|
4.54K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1K- 27.34% |
$76.2K - $84.5K
|
2.66K
$258K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.07K- 4.85% |
$81.1K - $90K
|
20.9K
$2.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 0.99% |
$90.1K - $100K
|
118K
$11.5M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-1.19K- 6.02% |
$90.6K - $101K
|
18.6K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.22K- 2.97% |
$93.1K - $103K
|
39.9K
$3.86M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.27K- 30.71% |
$96.7K - $107K
|
2.87K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.29K- 6.68% |
$98.2K - $109K
|
18K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.38K- 11.63% |
$105K - $117K
|
10.5K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 5.03% |
$114K - $127K
|
28.4K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.67K- 5.84% |
$127K - $141K
|
26.8K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 14.23% |
$133K - $148K
|
10.5K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.76K- 72.28% |
$134K - $148K
|
673
$65.2K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.81K- 4.41% |
$137K - $153K
|
39.1K
$3.79M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.13K- 9.12% |
$163K - $180K
|
21.3K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.34K- 9.42% |
$178K - $197K
|
22.5K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.9K- 34.62% |
$220K - $245K
|
5.47K
$530K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.21K- 14.79% |
$244K - $271K
|
18.5K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3.28K- 16.23% |
$250K - $277K
|
16.9K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.2K- 5.51% |
$320K - $355K
|
72K
$6.98M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.87K- 10.78% |
$371K - $412K
|
40.3K
$3.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-6.11K- 8.46% |
$465K - $516K
|
66.1K
$6.41M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.25K- 13.28% |
$476K - $528K
|
40.8K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.35K- 1.38% |
$483K - $536K
|
454K
$44M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.44K- 54.12% |
$491K - $544K
|
5.46K
$529K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25K- 19.99% |
$1.9M - $2.11M
|
100K
$9.7M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-25.3K- 41.92% |
$1.93M - $2.14M
|
35.1K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 63.33% |
$2.01M - $2.23M
|
15.3K
$1.48M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31K- 70.26% |
$2.36M - $2.62M
|
13.1K
$1.27M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.9K- 5.8% |
$2.51M - $2.78M
|
535K
$51.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-116K- 23.49% |
$8.87M - $9.84M
|
379K
$36.7M
|