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 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.06K- 1.61% |
$85.9K - $98.4K
|
65K
$6.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.13K- 20.55% |
$91.8K - $105K
|
4.38K
$425K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-1.17K- 6.3% |
$94.7K - $108K
|
17.4K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.35K- 5.06% |
$109K - $125K
|
25.3K
$2.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 4.79% |
$110K - $126K
|
27K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.5K- 3.83% |
$121K - $139K
|
37.6K
$3.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.55K- 67.51% |
$126K - $144K
|
748
$72.5K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.07K- 9.9% |
$167K - $192K
|
18.8K
$1.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-2.31K- 13.65% |
$187K - $214K
|
14.6K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.93K- 21.7% |
$237K - $271K
|
10.6K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.92K- 17.43% |
$317K - $363K
|
18.5K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.02K- 34.41% |
$325K - $372K
|
7.66K
$743K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4.58K- 18.78% |
$370K - $424K
|
19.8K
$1.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.34K- 29.66% |
$432K - $495K
|
12.7K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-6.92K- 1.52% |
$560K - $641K
|
447K
$43.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-9.46K- 1.45% |
$765K - $876K
|
643K
$62.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.9K- 33.67% |
$801K - $917K
|
19.5K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-14.5K- 86.07% |
$1.18M - $1.35M
|
2.35K
$228K
|