Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
89.5KNew |
$7.51M - $8.58M
|
89.5K
$8.54M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.9K+ 14.21% |
$5.95M - $6.8M
|
570K
$54.4M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.4K+ 89.0% |
$5.57M - $6.36M
|
141K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.4K+ 10.11% |
$3.64M - $4.16M
|
473K
$45.1M
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
32.1KNew |
$2.69M - $3.07M
|
32.1K
$3.06M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
32K+ 70.21% |
$2.68M - $3.07M
|
77.5K
$7.4M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
24.6KNew |
$2.07M - $2.36M
|
24.6K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20K+ 411.18% |
$1.68M - $1.92M
|
24.9K
$2.37M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.2K+ 105.51% |
$1.27M - $1.45M
|
29.5K
$2.82M
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
13.1KNew |
$1.1M - $1.25M
|
13.1K
$1.25M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 22.96% |
$931K - $1.06M
|
59.4K
$5.67M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7K+ 36.84% |
$900K - $1.03M
|
39.8K
$3.8M
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.7K+ 187.01% |
$897K - $1.02M
|
16.4K
$1.56M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 22.73% |
$879K - $1M
|
56.5K
$5.4M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.1K+ 50.12% |
$845K - $965K
|
30.1K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.95K+ 4.74% |
$835K - $954K
|
220K
$21M
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
9.82KNew |
$824K - $941K
|
9.82K
$937K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.77KNew |
$736K - $841K
|
8.77K
$837K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.42K+ 38.81% |
$539K - $616K
|
23K
$2.19M
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6.08K+ 17.68% |
$510K - $583K
|
40.5K
$3.86M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.05K+ 34.05% |
$507K - $580K
|
23.8K
$2.27M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.87KNew |
$493K - $563K
|
5.87K
$560K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.94K+ 2.37% |
$414K - $473K
|
213K
$20.3M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.67KNew |
$392K - $447K
|
4.67K
$445K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.02K+ 43.84% |
$337K - $386K
|
13.2K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
3.87KNew |
$324K - $371K
|
3.87K
$369K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.72KNew |
$312K - $357K
|
3.72K
$355K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.47KNew |
$291K - $332K
|
3.47K
$331K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.11KNew |
$261K - $298K
|
3.11K
$297K
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
3K+ 103.45% |
$252K - $288K
|
5.9K
$563K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.98KNew |
$250K - $286K
|
2.98K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.93KNew |
$246K - $281K
|
2.93K
$280K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.93KNew |
$246K - $281K
|
2.93K
$280K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.89K+ 6.52% |
$242K - $277K
|
47.2K
$4.5M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.7KNew |
$227K - $259K
|
2.7K
$258K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.53KNew |
$213K - $243K
|
2.53K
$242K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.04KNew |
$171K - $196K
|
2.04K
$195K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
1.93KNew |
$162K - $185K
|
1.93K
$184K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.79K+ 27.34% |
$151K - $172K
|
8.36K
$797K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.66K+ 1.99% |
$139K - $159K
|
85K
$8.11M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 7.44% |
$88.3K - $101K
|
15.2K
$1.45M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.04K+ 2.44% |
$87.5K - $100K
|
43.8K
$4.18M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
975+ 18.91% |
$81.8K - $93.5K
|
6.13K
$585K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
740New |
$62.1K - $71K
|
740
$70.6K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
711+ 78.13% |
$59.7K - $68.2K
|
1.62K
$155K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
691+ 25.57% |
$58K - $66.3K
|
3.39K
$324K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
681+ 2.82% |
$57.2K - $65.3K
|
24.8K
$2.37M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
629New |
$52.8K - $60.3K
|
629
$60K
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
BUY
|
- |
580+ 4.29% |
$48.7K - $55.6K
|
14.1K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
550+ 10.95% |
$46.2K - $52.7K
|
5.57K
$532K
|