Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.12KNew |
$185K - $217K
|
2.12K
$212K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.1KNew |
$183K - $215K
|
2.1K
$210K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.07KNew |
$181K - $212K
|
2.07K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.07KNew |
$180K - $211K
|
2.07K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.02KNew |
$176K - $206K
|
2.02K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.6KNew |
$139K - $163K
|
1.6K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 9.64% |
$106K - $125K
|
13.9K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
770New |
$67.1K - $78.7K
|
770
$76.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
757+ 2.71% |
$66K - $77.4K
|
28.7K
$2.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
726+ 13.13% |
$63.3K - $74.2K
|
6.25K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
627+ 87.57% |
$54.7K - $64.1K
|
1.34K
$134K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
579+ 1.26% |
$50.5K - $59.2K
|
46.7K
$4.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
471+ 4.09% |
$41.1K - $48.1K
|
12K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
461+ 11.7% |
$40.2K - $47.1K
|
4.4K
$440K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
424+ 15.37% |
$37K - $43.3K
|
3.18K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
421+ 7.16% |
$36.7K - $43K
|
6.3K
$630K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
420+ 2.26% |
$36.6K - $42.9K
|
19K
$1.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
406+ 3.77% |
$35.4K - $41.5K
|
11.2K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
400+ 17.0% |
$34.9K - $40.9K
|
2.75K
$275K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
197+ 4.09% |
$17.2K - $20.1K
|
5.02K
$501K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
160+ 2.35% |
$14K - $16.4K
|
6.98K
$697K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
135+ 0.68% |
$11.8K - $13.8K
|
19.9K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
101+ 11.22% |
$8.81K - $10.3K
|
1K
$100K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
60New |
$5.23K - $6.13K
|
60
$5.99K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52+ 7.43% |
$4.53K - $5.31K
|
752
$75.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
38New |
$3.31K - $3.88K
|
38
$3.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35+ 0.4% |
$3.05K - $3.58K
|
8.72K
$871K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
29+ 2.75% |
$2.53K - $2.96K
|
1.08K
$108K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20New |
$1.74K - $2.04K
|
20
$2K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
15+ 2.48% |
$1.31K - $1.53K
|
621
$62K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.42% |
$872 - $1.02K
|
2.36K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.31% |
$785 - $920
|
2.87K
$287K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
8New |
$698 - $818
|
8
$799
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$523 - $613
|
974
$97.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.7% |
$349 - $409
|
577
$57.6K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.1% |
$349 - $409
|
4.18K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4New |
$349 - $409
|
4
$400
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$262 - $307
|
7.82K
$781K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.15% |
$174 - $204
|
1.36K
$136K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.01% |
$174 - $204
|
13.9K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$87.2 - $102
|
1
$99.9
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$87.2 - $102
|
101
$10.1K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.45% |
$87.2 - $102
|
222
$22.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2- 0.04% |
$174 - $204
|
5.04K
$503K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-5- 0.02% |
$436 - $511
|
20.6K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-6- 0.2% |
$523 - $613
|
2.96K
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-16- 10.67% |
$1.4K - $1.64K
|
134
$13.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 1.84% |
$2.01K - $2.35K
|
1.22K
$122K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-23- 0.8% |
$2.01K - $2.35K
|
2.84K
$284K
|