Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
26New |
$2.07K - $2.24K
|
26
$2.52K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.47% |
$1.44K - $1.55K
|
3.84K
$372K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
17+ 0.69% |
$1.36K - $1.47K
|
2.47K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15+ 0.16% |
$1.2K - $1.29K
|
9.41K
$912K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 3.98% |
$1.12K - $1.21K
|
366
$35.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 0.25% |
$1.04K - $1.12K
|
5.3K
$514K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12New |
$957 - $1.03K
|
12
$1.16K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.47% |
$399 - $431
|
1.06K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.27% |
$399 - $431
|
1.88K
$182K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$319 - $345
|
909
$88.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.07% |
$239 - $259
|
4.11K
$399K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.54% |
$239 - $259
|
558
$54.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.53% |
$160 - $172
|
380
$36.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.15% |
$160 - $172
|
1.37K
$133K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.35% |
$79.8 - $86.2
|
290
$28.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 5.0% |
$79.8 - $86.2
|
21
$2.04K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$79.8 - $86.2
|
1.21K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.28% |
$79.8 - $86.2
|
361
$35K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.28% |
$79.8 - $86.2
|
352
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.19% |
$79.8 - $86.2
|
518
$50.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.6% |
$79.8 - $86.2
|
169
$16.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.26% |
$79.8 - $86.2
|
388
$37.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8- 40.0% |
$638 - $690
|
12
$1.16K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9- 0.31% |
$718 - $776
|
2.88K
$279K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9- 0.24% |
$718 - $776
|
3.76K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-14- 0.24% |
$1.12K - $1.21K
|
5.79K
$561K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16- 0.29% |
$1.28K - $1.38K
|
5.45K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28- 0.48% |
$2.23K - $2.41K
|
5.82K
$564K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-37- 1.44% |
$2.95K - $3.19K
|
2.54K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-49- 0.83% |
$3.91K - $4.22K
|
5.82K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-49- 1.55% |
$3.91K - $4.22K
|
3.12K
$302K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-55- 1.94% |
$4.39K - $4.74K
|
2.78K
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-56- 0.83% |
$4.47K - $4.83K
|
6.66K
$645K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58- 0.22% |
$4.63K - $5K
|
26.5K
$2.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-80- 22.6% |
$6.38K - $6.9K
|
274
$26.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-86- 0.5% |
$6.86K - $7.41K
|
17K
$1.65M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-107- 9.9% |
$8.54K - $9.22K
|
974
$94.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-113- 0.59% |
$9.02K - $9.74K
|
19.1K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-120- 2.74% |
$9.57K - $10.3K
|
4.26K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-138- 1.98% |
$11K - $11.9K
|
6.82K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-150- 0.95% |
$12K - $12.9K
|
15.7K
$1.52M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-155- 1.99% |
$12.4K - $13.4K
|
7.62K
$738K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$17.7K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$17.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 51.15% |
$16K - $17.2K
|
191
$18.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-201- 5.54% |
$16K - $17.3K
|
3.43K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-310- 2.11% |
$24.7K - $26.7K
|
14.4K
$1.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-310- 3.61% |
$24.7K - $26.7K
|
8.28K
$802K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-356- 30.8% |
$28.4K - $30.7K
|
800
$77.5K
|