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 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
786New |
$60K - $70.1K
|
786
$76.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
726+ 2.26% |
$55.5K - $64.7K
|
32.8K
$3.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
720+ 2.92% |
$55K - $64.2K
|
25.3K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
710New |
$54.2K - $63.3K
|
710
$68.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
655+ 0.64% |
$50K - $58.4K
|
103K
$10M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
645+ 4.0% |
$49.3K - $57.5K
|
16.8K
$1.63M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
642New |
$49K - $57.2K
|
642
$62.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
600New |
$45.8K - $53.5K
|
600
$58.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
570+ 2.24% |
$43.5K - $50.8K
|
26.1K
$2.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
552New |
$42.2K - $49.2K
|
552
$53.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
501New |
$38.3K - $44.7K
|
501
$48.6K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
444New |
$33.9K - $39.6K
|
444
$43K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
424+ 13.41% |
$32.4K - $37.8K
|
3.59K
$348K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
376New |
$28.7K - $33.5K
|
376
$36.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
370+ 3.99% |
$28.3K - $33K
|
9.64K
$934K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
367New |
$28K - $32.7K
|
367
$35.6K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
367New |
$28K - $32.7K
|
367
$35.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
354+ 4.88% |
$27K - $31.6K
|
7.61K
$737K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
301+ 139.35% |
$23K - $26.8K
|
517
$50.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
290New |
$22.2K - $25.9K
|
290
$28.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
286+ 1.33% |
$21.8K - $25.5K
|
21.7K
$2.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
266+ 0.69% |
$20.3K - $23.7K
|
38.6K
$3.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
254+ 1.02% |
$19.4K - $22.6K
|
25.1K
$2.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
228New |
$17.4K - $20.3K
|
228
$22.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
205+ 2.93% |
$15.7K - $18.3K
|
7.19K
$697K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
165+ 4.76% |
$12.6K - $14.7K
|
3.63K
$352K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
141+ 1.58% |
$10.8K - $12.6K
|
9.05K
$877K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
131+ 2.15% |
$10K - $11.7K
|
6.23K
$604K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
125+ 3.7% |
$9.55K - $11.1K
|
3.51K
$340K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101+ 39.0% |
$7.71K - $9.01K
|
360
$34.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100New |
$7.64K - $8.92K
|
100
$9.69K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
95+ 1.55% |
$7.26K - $8.47K
|
6.23K
$603K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
80New |
$6.11K - $7.13K
|
80
$7.75K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
80New |
$6.11K - $7.13K
|
80
$7.75K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
80New |
$6.11K - $7.13K
|
80
$7.75K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
65+ 0.65% |
$4.96K - $5.8K
|
10.1K
$981K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
58+ 18.18% |
$4.43K - $5.17K
|
377
$36.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
35New |
$2.67K - $3.12K
|
35
$3.39K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33New |
$2.52K - $2.94K
|
33
$3.2K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
23+ 0.61% |
$1.76K - $2.05K
|
3.8K
$368K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20+ 0.7% |
$1.53K - $1.78K
|
2.88K
$279K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
17New |
$1.3K - $1.52K
|
17
$1.65K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11+ 0.41% |
$840 - $981
|
2.69K
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
10+ 0.18% |
$764 - $892
|
5.58K
$541K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8+ 0.11% |
$611 - $713
|
7.38K
$715K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.67% |
$535 - $624
|
1.05K
$102K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$458 - $535
|
7.22K
$699K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.32% |
$458 - $535
|
1.87K
$181K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.29% |
$306 - $357
|
1.37K
$132K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.79% |
$229 - $267
|
384
$37.2K
|