Purchases and Sales Made in Q3 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
119KNew |
$8.78M - $10.2M
|
119K
$11.4M
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
63.2KNew |
$4.65M - $5.39M
|
63.2K
$6.03M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
46.6K+ 6200.0% |
$3.42M - $3.98M
|
47.4K
$4.52M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.6K+ 396.89% |
$2.69M - $3.12M
|
45.8K
$4.37M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.2K+ 55.9% |
$1.7M - $1.97M
|
64.6K
$6.16M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
22.1KNew |
$1.62M - $1.88M
|
22.1K
$2.1M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 239.24% |
$1.37M - $1.59M
|
26.5K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7K+ 31.9% |
$1.3M - $1.51M
|
73.4K
$7M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.6K+ 32.86% |
$1.07M - $1.24M
|
58.9K
$5.62M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12.1KNew |
$890K - $1.03M
|
12.1K
$1.16M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 2.42% |
$850K - $986K
|
489K
$46.6M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.2K+ 192.45% |
$747K - $867K
|
15.5K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
8.78K+ 1.41% |
$645K - $748K
|
633K
$60.4M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.36KNew |
$614K - $713K
|
8.36K
$798K
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.33KNew |
$391K - $454K
|
5.33K
$508K
|
|
Nov 13, 2023
Q3 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
5KNew |
$367K - $426K
|
5K
$477K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.76KNew |
$276K - $320K
|
3.76K
$358K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.29KNew |
$242K - $280K
|
3.29K
$314K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.42K+ 11.34% |
$178K - $206K
|
23.7K
$2.27M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.4K+ 77.57% |
$177K - $205K
|
5.5K
$525K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.89K+ 45.17% |
$139K - $161K
|
6.08K
$581K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.47K+ 100.48% |
$108K - $125K
|
2.93K
$280K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.14K+ 111.27% |
$83.4K - $96.8K
|
2.16K
$206K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1K+ 110.01% |
$73.5K - $85.3K
|
1.91K
$182K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
830+ 3.59% |
$61K - $70.8K
|
23.9K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
823+ 8.75% |
$60.5K - $70.2K
|
10.2K
$977K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
623+ 2.71% |
$45.8K - $53.1K
|
23.6K
$2.25M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
555+ 13.18% |
$40.8K - $47.3K
|
4.77K
$455K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
435+ 2.81% |
$32K - $37.1K
|
15.9K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
394New |
$28.9K - $33.6K
|
394
$37.6K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
360+ 108.11% |
$26.4K - $30.7K
|
693
$66.1K
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
316+ 1.42% |
$23.2K - $26.9K
|
22.5K
$2.15M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
306New |
$22.5K - $26.1K
|
306
$29.2K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
280+ 0.35% |
$20.6K - $23.9K
|
81.1K
$7.74M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
270New |
$19.8K - $23K
|
270
$25.8K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
183New |
$13.4K - $15.6K
|
183
$17.5K
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
169+ 1.07% |
$12.4K - $14.4K
|
16K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
168+ 2.89% |
$12.3K - $14.3K
|
5.99K
$572K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
166+ 0.52% |
$12.2K - $14.2K
|
32.4K
$3.09M
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
153+ 3.64% |
$11.2K - $13K
|
4.36K
$416K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
150+ 28.96% |
$11K - $12.8K
|
668
$63.7K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
114+ 0.4% |
$8.37K - $9.72K
|
28.3K
$2.7M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100+ 2.66% |
$7.35K - $8.53K
|
3.86K
$368K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$7.35K - $8.53K
|
100
$9.54K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$7.35K - $8.53K
|
100
$9.54K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
90New |
$6.61K - $7.67K
|
90
$8.59K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
88+ 24.04% |
$6.46K - $7.5K
|
454
$43.3K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
80+ 2.33% |
$5.88K - $6.82K
|
3.51K
$335K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
31+ 0.51% |
$2.28K - $2.64K
|
6.09K
$581K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
25+ 0.8% |
$1.84K - $2.13K
|
3.13K
$299K
|