Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.7K- 11.6% |
$891K - $1.04M
|
96.5K
$9.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.8K- 75.96% |
$973K - $1.14M
|
4.38K
$424K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 26.0% |
$1.01M - $1.19M
|
40.9K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.9K- 62.74% |
$1.05M - $1.23M
|
8.85K
$857K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-18.2K- 82.54% |
$1.28M - $1.5M
|
3.85K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.9K- 10.47% |
$1.33M - $1.56M
|
162K
$15.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.2K- 38.42% |
$1.98M - $2.33M
|
45.2K
$4.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-35.8K- 55.4% |
$2.52M - $2.95M
|
28.8K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-41.3K- 70.12% |
$2.91M - $3.41M
|
17.6K
$1.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.8K- 7.36% |
$2.94M - $3.45M
|
526K
$51M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-46.6K- 98.41% |
$3.28M - $3.85M
|
752
$72.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-384K- 93.94% |
$27M - $31.7M
|
24.8K
$2.4M
|