Latest Institutional Purchases of Ishares Tr U S Utils ETF (IDU)
This list provides information on the latest institutional transactions involving Ishares Tr U S Utils ETF (IDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.56KNew |
$180K - $211K
|
2.56K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.3K+ 33.33% |
$91.5K - $107K
|
5.2K
$522K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
1.1KNew |
$77.4K - $90.8K
|
1.1K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
500New |
$35.2K - $41.3K
|
500
$50.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
323New |
$22.7K - $26.7K
|
323
$32.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
300New |
$21.1K - $24.8K
|
300
$30.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
158+ 51.3% |
$11.1K - $13K
|
466
$46.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
49New |
$3.45K - $4.04K
|
49
$4.92K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
40New |
$2.82K - $3.3K
|
40
$4.01K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 1.72% |
$352 - $413
|
295
$29.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$211 - $248
|
3
$301
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.15% |
$70.4 - $82.5
|
669
$67.1K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
119KNew |
$8.78M - $10.2M
|
119K
$12M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.33KNew |
$391K - $454K
|
5.33K
$534K
|
|
|
Nov 13, 2023
Q3 2023
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
5KNew |
$367K - $426K
|
5K
$502K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
306New |
$22.5K - $26.1K
|
306
$30.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
270New |
$19.8K - $23K
|
270
$27.1K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
183New |
$13.4K - $15.6K
|
183
$18.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
114+ 0.4% |
$8.37K - $9.72K
|
28.3K
$2.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$7.35K - $8.53K
|
100
$10K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
90New |
$6.61K - $7.67K
|
90
$9.03K
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
72New |
$5.29K - $6.14K
|
72
$7.22K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
76.8KNew |
$6.12M - $6.62M
|
76.8K
$7.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$207K - $223K
|
2.59K
$260K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.3K+ 16.67% |
$104K - $112K
|
9.13K
$915K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
417+ 11.2% |
$33.3K - $35.9K
|
4.14K
$415K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400+ 100.0% |
$31.9K - $34.5K
|
800
$80.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
400+ 100.0% |
$31.9K - $34.5K
|
800
$80.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
356New |
$28.4K - $30.7K
|
356
$35.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
310New |
$24.7K - $26.7K
|
310
$31.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
137New |
$10.9K - $11.8K
|
137
$13.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
26New |
$2.07K - $2.24K
|
26
$2.61K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
17+ 0.69% |
$1.36K - $1.47K
|
2.47K
$248K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.26% |
$79.8 - $86.2
|
388
$38.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 5.0% |
$79.8 - $86.2
|
21
$2.11K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 415.45% |
$849K - $953K
|
13.4K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.35K+ 1350.0% |
$106K - $119K
|
1.45K
$145K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
974+ 162.06% |
$76.7K - $86.1K
|
1.58K
$158K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
600New |
$47.3K - $53K
|
600
$60.2K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
543New |
$42.8K - $48K
|
543
$54.5K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
400New |
$31.5K - $35.3K
|
400
$40.1K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
293+ 1085.19% |
$23.1K - $25.9K
|
320
$32.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
172New |
$13.5K - $15.2K
|
172
$17.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
30New |
$2.36K - $2.65K
|
30
$3.01K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.16% |
$78.8 - $88.4
|
87
$8.73K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
122KNew |
$9.31M - $10.9M
|
122K
$12.2M
|
|
|
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
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
14.1KNew |
$1.08M - $1.26M
|
14.1K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.42KNew |
$414K - $483K
|
5.42K
$544K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.76KNew |
$287K - $335K
|
3.76K
$377K
|
|