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 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.08% |
$229 - $267
|
3.73K
$361K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.7% |
$153 - $178
|
287
$27.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.92% |
$76.4 - $89.2
|
53
$5.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.6% |
$76.4 - $89.2
|
167
$16.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.52% |
$76.4 - $89.2
|
193
$18.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.09% |
$76.4 - $89.2
|
93
$9.01K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-4- 0.03% |
$306 - $357
|
12K
$1.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-25- 21.74% |
$1.91K - $2.23K
|
90
$8.72K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-26- 0.68% |
$1.99K - $2.32K
|
3.78K
$366K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-58- 5.29% |
$4.43K - $5.17K
|
1.04K
$101K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-63- 1.96% |
$4.81K - $5.62K
|
3.16K
$306K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.81% |
$5.35K - $6.24K
|
8.55K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-95- 2.46% |
$7.26K - $8.47K
|
3.77K
$365K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-95- 1.08% |
$7.26K - $8.47K
|
8.74K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-119- 54.34% |
$9.09K - $10.6K
|
100
$9.69K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-154- 1.09% |
$11.8K - $13.7K
|
14K
$1.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-159- 4.71% |
$12.1K - $14.2K
|
3.22K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-163- 36.79% |
$12.4K - $14.5K
|
280
$27.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-163- 36.79% |
$12.4K - $14.5K
|
280
$27.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-186- 6.36% |
$14.2K - $16.6K
|
2.74K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-191- 3.72% |
$14.6K - $17K
|
4.95K
$479K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-198- 3.85% |
$15.1K - $17.7K
|
4.94K
$479K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-210- 67.74% |
$16K - $18.7K
|
100
$9.69K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-244- 7.25% |
$18.6K - $21.8K
|
3.12K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-250- 3.12% |
$19.1K - $22.3K
|
7.76K
$752K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-254- 0.43% |
$19.4K - $22.6K
|
59.1K
$5.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-267- 19.21% |
$20.4K - $23.8K
|
1.12K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-270- 5.94% |
$20.6K - $24.1K
|
4.27K
$414K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-300- 1.22% |
$22.9K - $26.7K
|
24.2K
$2.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-308- 9.08% |
$23.5K - $27.5K
|
3.09K
$299K
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-385- 7.62% |
$29.4K - $34.3K
|
4.67K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-402- 5.77% |
$30.7K - $35.8K
|
6.57K
$637K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-434- 1.32% |
$33.1K - $38.7K
|
32.4K
$3.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-449- 2.85% |
$34.3K - $40K
|
15.3K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-480- 5.74% |
$36.7K - $42.8K
|
7.89K
$764K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-521- 12.95% |
$39.8K - $46.5K
|
3.5K
$339K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-531- 5.59% |
$40.6K - $47.3K
|
8.97K
$869K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-538- 2.49% |
$41.1K - $48K
|
21K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-581- 16.32% |
$44.4K - $51.8K
|
2.98K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-612- 3.46% |
$46.7K - $54.6K
|
17.1K
$1.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-642- 6.54% |
$49K - $57.2K
|
9.18K
$889K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-714- 0.82% |
$54.5K - $63.7K
|
86.7K
$8.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-788- 0.36% |
$60.2K - $70.3K
|
219K
$21.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-823- 12.31% |
$62.9K - $73.4K
|
5.87K
$568K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-918- 24.79% |
$70.1K - $81.8K
|
2.79K
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 26.58% |
$76.5K - $89.3K
|
2.77K
$268K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.15K- 7.59% |
$88.1K - $103K
|
14K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 5.0% |
$91.7K - $107K
|
22.8K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.34K- 17.25% |
$102K - $119K
|
6.41K
$621K
|