Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
122KNew |
$9.31M - $10.9M
|
122K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
67.4K+ 844.59% |
$5.15M - $6.01M
|
75.4K
$7.53M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
51.2KNew |
$3.91M - $4.57M
|
51.2K
$5.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
49.4K+ 55.21% |
$3.77M - $4.4M
|
139K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
43.6K+ 86.05% |
$3.33M - $3.88M
|
94.2K
$9.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.3K+ 6.2% |
$2.7M - $3.15M
|
605K
$60.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
31.2KNew |
$2.38M - $2.78M
|
31.2K
$3.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.5K+ 12.46% |
$2.03M - $2.37M
|
239K
$23.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.8KNew |
$1.81M - $2.12M
|
23.8K
$2.37M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.4K+ 1287.52% |
$1.63M - $1.9M
|
23K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19K+ 105.81% |
$1.45M - $1.7M
|
37K
$3.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
16.6K+ 35.18% |
$1.27M - $1.48M
|
63.8K
$6.37M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.2K+ 70.61% |
$1.24M - $1.45M
|
39.2K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.1K+ 22.2% |
$1.23M - $1.44M
|
88.7K
$8.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
14.1KNew |
$1.08M - $1.26M
|
14.1K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.8K+ 15.16% |
$898K - $1.05M
|
89.3K
$8.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 2.14% |
$774K - $903K
|
483K
$48.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.51K+ 5.3% |
$726K - $848K
|
189K
$18.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
7.31K+ 249.34% |
$559K - $652K
|
10.2K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.09K+ 1277.66% |
$542K - $632K
|
7.65K
$764K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.42KNew |
$414K - $483K
|
5.42K
$542K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.25K+ 4.26% |
$401K - $468K
|
128K
$12.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.14K+ 6.04% |
$392K - $458K
|
90.2K
$9.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.99KNew |
$381K - $445K
|
4.99K
$498K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
4.84K+ 12.72% |
$370K - $432K
|
42.9K
$4.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.34KNew |
$332K - $387K
|
4.34K
$434K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.11KNew |
$314K - $366K
|
4.11K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.79K+ 9.52% |
$290K - $338K
|
43.6K
$4.36M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.76KNew |
$287K - $335K
|
3.76K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
2.9K+ 2900.0% |
$222K - $259K
|
3K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.6KNew |
$199K - $232K
|
2.6K
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.58KNew |
$197K - $230K
|
2.58K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.44KNew |
$186K - $218K
|
2.44K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.4KNew |
$183K - $214K
|
2.4K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
2.38KNew |
$182K - $212K
|
2.38K
$238K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.38KNew |
$182K - $212K
|
2.38K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.29K+ 734.73% |
$175K - $204K
|
2.6K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$156K - $182K
|
2.04K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2K+ 45.45% |
$153K - $178K
|
6.4K
$639K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 116.53% |
$144K - $168K
|
3.51K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.86KNew |
$142K - $166K
|
1.86K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.59K+ 25.23% |
$122K - $142K
|
7.9K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.39K+ 4.6% |
$106K - $124K
|
31.5K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.35K+ 6.92% |
$103K - $120K
|
20.8K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.2K+ 4.07% |
$91.6K - $107K
|
30.7K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
1.09KNew |
$83.3K - $97.2K
|
1.09K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.08K+ 8.27% |
$82.4K - $96.2K
|
14.1K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.04K+ 4.81% |
$79.7K - $93.1K
|
22.8K
$2.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
917New |
$70K - $81.8K
|
917
$91.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
911+ 13.18% |
$69.6K - $81.2K
|
7.82K
$781K
|