Purchases and Sales Made in Q2 2024 in Ishares Tr U S Utils ETF (IDU)

IDU Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr U S Utils ETF (IDU) during Q2 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
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
2.51K
New
$203K - $232K
2.51K $250K
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
2.5K
New
$202K - $232K
2.5K $250K
Aug 14, 2024 Q2 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.47K
New
$200K - $229K
2.47K $246K
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.46K
+ 3.42%
$199K - $228K
74.5K $7.44M
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
2.35K
New
$190K - $218K
2.35K $235K
Aug 12, 2024 Q2 2024
Mai Capital Management

BUY
 -
2.32K
New
$188K - $215K
2.32K $232K
Aug 12, 2024 Q2 2024
Commerce Bank

Kansas City, MO
BUY
 -
2.3K
New
$186K - $213K
2.3K $230K
Jul 25, 2024 Q2 2024
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
2.28K
New
$184K - $211K
2.28K $227K
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.65K
+ 101.91%
$134K - $153K
3.27K $327K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
1.54K
+ 197.31%
$125K - $143K
2.32K $232K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.26K
+ 30.75%
$102K - $117K
5.35K $535K
Jul 31, 2024 Q2 2024
Spire Wealth Management

BUY
 -
1.14K
New
$91.8K - $105K
1.14K $113K
Aug 13, 2024 Q2 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
953
+ 19.34%
$77.1K - $88.3K
5.88K $587K
Jul 31, 2024 Q2 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
873
+ 35.91%
$70.6K - $80.9K
3.3K $330K
Jul 31, 2024 Q2 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
840
+ 48.78%
$68K - $77.8K
2.56K $256K
Jul 25, 2024 Q2 2024
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
600
+ 17.65%
$48.5K - $55.6K
4K $399K
Jul 18, 2024 Q2 2024
Royal Fund Management, LLC

BUY
 -
490
+ 2.32%
$39.6K - $45.4K
21.6K $2.16M
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
480
+ 342.86%
$38.8K - $44.5K
620 $61.9K
Aug 15, 2024 Q2 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
476
+ 2.63%
$38.5K - $44.1K
18.6K $1.85M
Nov 12, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
390
+ 390.0%
$31.6K - $36.1K
490 $48.9K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
371
New
$30K - $34.4K
371 $37.1K
Aug 06, 2024 Q2 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
342
+ 108.23%
$27.7K - $31.7K
658 $65.7K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
330
New
$26.7K - $30.6K
330 $33K
Jul 29, 2024 Q2 2024
Umb Bank, N.A.

BUY
 -
310
+ 79.49%
$25.1K - $28.7K
700 $69.9K
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
294
+ 2.85%
$23.8K - $27.2K
10.6K $1.06M
Aug 07, 2024 Q2 2024
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
275
+ 4.1%
$22.3K - $25.5K
6.99K $698K
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
272
+ 5.7%
$22K - $25.2K
5.04K $504K
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
260
New
$21K - $24.1K
260 $26K
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
260
+ 0.94%
$21K - $24.1K
27.9K $2.79M
Jul 31, 2024 Q2 2024
Bellwether Advisors, LLC

BUY
 -
249
+ 0.71%
$20.1K - $23.1K
35.3K $3.53M
Jul 29, 2024 Q2 2024
Arkadios Wealth Advisors

BUY
 -
211
+ 5.14%
$17.1K - $19.5K
4.32K $431K
Aug 13, 2024 Q2 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
179
+ 1.3%
$14.5K - $16.6K
13.9K $1.39M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
134
New
$10.8K - $12.4K
134 $13.4K
Aug 08, 2024 Q2 2024
Huntington National Bank

Columbus, OH
BUY
 -
114
+ 0.42%
$9.22K - $10.6K
27K $2.69M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
106
+ 2.38%
$8.58K - $9.82K
4.57K $456K
Jul 22, 2024 Q2 2024
Fifth Third Bancorp

BUY
 -
102
New
$8.25K - $9.45K
102 $10.2K
Aug 09, 2024 Q2 2024
Forvis Wealth Advisors, LLC

BUY
 -
100
+ 1.18%
$8.09K - $9.26K
8.55K $854K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
100
+ 1.91%
$8.09K - $9.26K
5.34K $534K
Aug 05, 2024 Q2 2024
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
91
+ 0.57%
$7.36K - $8.43K
16.1K $1.61M
Aug 13, 2024 Q2 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
90
New
$7.28K - $8.34K
90 $8.99K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
84
+ 5.75%
$6.8K - $7.78K
1.55K $154K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
70
New
$5.66K - $6.48K
70 $6.99K
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
53
+ 0.66%
$4.29K - $4.91K
8.06K $805K
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
50
+ 19.23%
$4.05K - $4.63K
310 $31K
Jul 31, 2024 Q2 2024
Concord Wealth Partners

BUY
 -
41
+ 10.88%
$3.32K - $3.8K
418 $41.8K
Jul 31, 2024 Q2 2024
Advisors Management Group Inc

BUY
 -
34
+ 0.18%
$2.75K - $3.15K
18.6K $1.86M
Aug 09, 2024 Q2 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
28
+ 0.96%
$2.27K - $2.59K
2.94K $294K
Jul 30, 2024 Q2 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
27
+ 0.31%
$2.18K - $2.5K
8.68K $867K
Aug 13, 2024 Q2 2024
Hm Payson & CO

Portland, ME
BUY
 -
25
New
$2.02K - $2.32K
25 $2.5K

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