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 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-100- 6.4% |
$8.11K - $9.59K
|
1.46K
$142K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-102- 1.39% |
$8.28K - $9.78K
|
7.25K
$703K
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-109- 3.14% |
$8.84K - $10.5K
|
3.37K
$326K
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-112- 0.71% |
$9.09K - $10.7K
|
15.8K
$1.53M
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-136- 0.11% |
$11K - $13K
|
123K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-140- 1.97% |
$11.4K - $13.4K
|
6.97K
$676K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-140- 15.57% |
$11.4K - $13.4K
|
759
$73.6K
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-147- 27.84% |
$11.9K - $14.1K
|
381
$36.9K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-166- 1.76% |
$13.5K - $15.9K
|
9.27K
$898K
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-175- 60.34% |
$14.2K - $16.8K
|
115
$11.1K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-200- 6.98% |
$16.2K - $19.2K
|
2.67K
$258K
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 6.72% |
$16.2K - $19.2K
|
2.78K
$269K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-247- 2.53% |
$20K - $23.7K
|
9.5K
$921K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-260- 6.07% |
$21.1K - $24.9K
|
4.02K
$390K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-325- 4.63% |
$26.4K - $31.2K
|
6.69K
$648K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-330- 3.69% |
$26.8K - $31.6K
|
8.62K
$836K
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-332- 8.94% |
$26.9K - $31.8K
|
3.38K
$328K
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-338- 1.88% |
$27.4K - $32.4K
|
17.7K
$1.71M
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-350- 6.48% |
$28.4K - $33.6K
|
5.06K
$490K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-440Closed |
$35.7K - $42.2K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-508- 9.0% |
$41.2K - $48.7K
|
5.14K
$498K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-595- 3.21% |
$48.3K - $57.1K
|
17.9K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650- 9.76% |
$52.7K - $62.3K
|
6.01K
$582K
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-780- 4.61% |
$63.3K - $74.8K
|
16.1K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-861- 9.33% |
$69.9K - $82.6K
|
8.37K
$811K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-883- 3.95% |
$71.6K - $84.7K
|
21.5K
$2.08M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-902- 8.23% |
$73.2K - $86.5K
|
10.1K
$975K
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.02K- 2.14% |
$82.8K - $97.9K
|
46.8K
$4.53M
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 22.66% |
$88K - $104K
|
3.7K
$359K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 11.61% |
$94.9K - $112K
|
8.91K
$863K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 4.77% |
$97.4K - $115K
|
24K
$2.32M
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 16.0% |
$120K - $141K
|
7.74K
$750K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.89K- 40.45% |
$153K - $181K
|
2.78K
$270K
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-2.08K- 2.33% |
$169K - $200K
|
87.5K
$8.48M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.22K- 22.27% |
$180K - $213K
|
7.75K
$751K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.4KClosed |
$195K - $230K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.51K- 3.31% |
$285K - $337K
|
103K
$9.95M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.93K- 21.5% |
$400K - $472K
|
18K
$1.74M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.39K- 63.16% |
$438K - $517K
|
3.15K
$305K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.07K- 91.62% |
$492K - $582K
|
555
$53.8K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.2K- 7.86% |
$503K - $594K
|
72.6K
$7.04M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.41K- 62.96% |
$520K - $614K
|
3.77K
$365K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.88K- 5.22% |
$802K - $948K
|
180K
$17.4M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.8K- 83.3% |
$1.44M - $1.7M
|
3.56K
$345K
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-24K- 3.74% |
$1.95M - $2.3M
|
618K
$59.9M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.5K- 46.72% |
$1.99M - $2.35M
|
28K
$2.71M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.5K- 46.72% |
$1.99M - $2.35M
|
28K
$2.71M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-31.1K- 44.93% |
$2.52M - $2.98M
|
38.1K
$3.69M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.6K- 85.62% |
$3.05M - $3.6M
|
6.31K
$611K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-394K- 84.17% |
$31.9M - $37.7M
|
74K
$7.17M
|