Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 2.87% |
$1.62K - $1.85K
|
716
$71.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.89% |
$890 - $1.02K
|
1.25K
$125K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$405 - $463
|
968
$96.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.48% |
$405 - $463
|
1.05K
$105K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.11% |
$243 - $278
|
2.67K
$267K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.43% |
$243 - $278
|
702
$70.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.15% |
$162 - $185
|
1.36K
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2New |
$162 - $185
|
2
$200
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.35% |
$162 - $185
|
573
$57.2K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.03% |
$80.9 - $92.6
|
2.87K
$286K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.45% |
$80.9 - $92.6
|
221
$22.1K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.85% |
$80.9 - $92.6
|
55
$5.49K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.58% |
$80.9 - $92.6
|
173
$17.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.11% |
$80.9 - $92.6
|
946
$94.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.03% |
$243 - $278
|
12K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-4- 0.09% |
$324 - $371
|
4.29K
$429K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-6- 0.17% |
$485 - $556
|
3.47K
$347K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-10- 0.05% |
$809 - $926
|
20.6K
$2.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 2.63% |
$890 - $1.02K
|
408
$40.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16- 0.31% |
$1.29K - $1.48K
|
5.14K
$514K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
SELL
|
- |
-20- 0.63% |
$1.62K - $1.85K
|
3.14K
$314K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-24- 0.83% |
$1.94K - $2.22K
|
2.86K
$286K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28- 0.9% |
$2.27K - $2.59K
|
3.1K
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35- 11.11% |
$2.83K - $3.24K
|
280
$28K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-52- 6.91% |
$4.21K - $4.82K
|
700
$69.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-67- 9.96% |
$5.42K - $6.21K
|
606
$60.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-75- 1.62% |
$6.07K - $6.95K
|
4.55K
$454K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-76- 16.34% |
$6.15K - $7.04K
|
389
$38.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-83- 2.22% |
$6.72K - $7.69K
|
3.65K
$364K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-100- 2.48% |
$8.09K - $9.26K
|
3.94K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-113- 93.39% |
$9.14K - $10.5K
|
8
$799
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-125- 1.8% |
$10.1K - $11.6K
|
6.82K
$681K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-150- 5.0% |
$12.1K - $13.9K
|
2.85K
$285K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-158- 79.8% |
$12.8K - $14.6K
|
40
$4K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-166- 3.96% |
$13.4K - $15.4K
|
4.03K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-195- 8.36% |
$15.8K - $18.1K
|
2.14K
$214K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-220- 0.19% |
$17.8K - $20.4K
|
118K
$11.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-269- 3.33% |
$21.8K - $24.9K
|
7.82K
$781K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-279- 62.0% |
$22.6K - $25.8K
|
171
$17.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-309- 1.45% |
$25K - $28.6K
|
21K
$2.09M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-368- 8.1% |
$29.8K - $34.1K
|
4.17K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-373- 1.64% |
$30.2K - $34.6K
|
22.3K
$2.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-450- 16.12% |
$36.4K - $41.7K
|
2.34K
$234K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-520- 8.6% |
$42.1K - $48.2K
|
5.53K
$552K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-740- 23.72% |
$59.9K - $68.5K
|
2.38K
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-782- 3.28% |
$63.3K - $72.4K
|
23.1K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-892- 13.69% |
$72.2K - $82.6K
|
5.62K
$562K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-964- 17.45% |
$78K - $89.3K
|
4.56K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-985- 3.02% |
$79.7K - $91.2K
|
31.6K
$3.16M
|