Latest Institutional Transactions on Ishares Tr U S Utils ETF (IDU)
This table provides information on the latest institutional transactions involving Ishares Tr U S Utils ETF (IDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
77.2KNew |
$6.74M - $7.9M
|
77.2K
$7.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.42% |
$872 - $1.02K
|
2.36K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.1% |
$349 - $409
|
4.18K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-37- 8.85% |
$3.23K - $3.78K
|
381
$38.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.41KNew |
$210K - $246K
|
2.41K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.15% |
$174 - $204
|
1.36K
$137K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52+ 7.43% |
$4.53K - $5.31K
|
752
$75.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.88KNew |
$251K - $294K
|
2.88K
$290K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.4K+ 10133.33% |
$2.92M - $3.42M
|
33.8K
$3.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-470- 2.0% |
$41K - $48K
|
23K
$2.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 1.84% |
$2.01K - $2.35K
|
1.22K
$123K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.2KNew |
$1.15M - $1.35M
|
13.2K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-531- 0.43% |
$46.3K - $54.3K
|
124K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.56K+ 28.5% |
$485K - $568K
|
25.1K
$2.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.77K+ 2.28% |
$242K - $284K
|
124K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
9.94K+ 32.78% |
$867K - $1.02M
|
40.3K
$4.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.07KNew |
$181K - $212K
|
2.07K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.02KNew |
$176K - $206K
|
2.02K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-40- 0.21% |
$3.49K - $4.09K
|
18.9K
$1.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-817- 4.7% |
$71.2K - $83.5K
|
16.6K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
2.16KNew |
$188K - $220K
|
2.16K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.98K+ 7.33% |
$521K - $611K
|
87.5K
$8.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-108- 0.47% |
$9.42K - $11K
|
23K
$2.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.53K+ 99.06% |
$220K - $258K
|
5.08K
$512K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.5K- 7.13% |
$130K - $153K
|
19.5K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 11.89% |
$11.8K - $13.8K
|
1K
$101K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-100- 2.88% |
$8.72K - $10.2K
|
3.37K
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.6KNew |
$139K - $163K
|
1.6K
$161K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.12KNew |
$185K - $217K
|
2.12K
$214K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.42KNew |
$298K - $350K
|
3.42K
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-135- 19.29% |
$11.8K - $13.8K
|
565
$57K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
38New |
$3.31K - $3.88K
|
38
$3.83K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.6KNew |
$314K - $368K
|
3.6K
$363K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.1KNew |
$183K - $215K
|
2.1K
$212K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.4KNew |
$1.25M - $1.47M
|
14.4K
$1.45M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.2KNew |
$192K - $225K
|
2.2K
$222K
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
390+ 390.0% |
$31.6K - $36.1K
|
490
$49.4K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.85% |
$80.9 - $92.6
|
55
$5.55K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.1KNew |
$332K - $380K
|
4.1K
$414K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 2.63% |
$890 - $1.02K
|
408
$41.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
20KNew |
$1.62M - $1.85M
|
20K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.49KNew |
$282K - $323K
|
3.49K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$200K - $229K
|
2.47K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.3KNew |
$591K - $676K
|
7.3K
$736K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
260New |
$21K - $24.1K
|
260
$26.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
25New |
$2.02K - $2.32K
|
25
$2.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
90New |
$7.28K - $8.34K
|
90
$9.08K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-195- 8.36% |
$15.8K - $18.1K
|
2.14K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
480+ 342.86% |
$38.8K - $44.5K
|
620
$62.5K
|
|