Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.63K- 71.61% |
$537K - $630K
|
3.03K
$303K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-638- 92.06% |
$44.9K - $52.6K
|
55
$5.52K
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 6.8% |
$14.1K - $16.5K
|
2.74K
$275K
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-13- 39.39% |
$915 - $1.07K
|
20
$2.01K
|
|
Q3 2023 | |||||||
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.72K- 5.18% |
$126K - $147K
|
31.5K
$3.16M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-950- 23.09% |
$69.8K - $81K
|
3.16K
$317K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-400- 1.84% |
$29.4K - $34.1K
|
21.3K
$2.14M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-97- 2.21% |
$7.13K - $8.27K
|
4.3K
$431K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-52- 14.77% |
$3.82K - $4.43K
|
300
$30.1K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-37.3K- 83.31% |
$2.97M - $3.21M
|
7.47K
$749K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.24K- 27.76% |
$737K - $796K
|
24K
$2.41M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$18.4K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-184- 50.14% |
$14.7K - $15.9K
|
183
$18.4K
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-80- 22.6% |
$6.38K - $6.9K
|
274
$27.5K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-38.5K- 51.03% |
$3.03M - $3.4M
|
36.9K
$3.7M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.99K- 95.71% |
$235K - $264K
|
134
$13.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.04K- 40.48% |
$82.2K - $92.3K
|
1.54K
$154K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-707- 18.98% |
$55.7K - $62.5K
|
3.02K
$303K
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-405- 5.22% |
$31.9K - $35.8K
|
7.35K
$737K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-325- 3.21% |
$25.6K - $28.7K
|
9.8K
$983K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.03% |
$78.8 - $88.4
|
2.93K
$294K
|
|
Q4 2022 | |||||||
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-918- 24.79% |
$70.1K - $81.8K
|
2.79K
$279K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-642- 6.54% |
$49K - $57.2K
|
9.18K
$920K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-119- 54.34% |
$9.09K - $10.6K
|
100
$10K
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-25- 21.74% |
$1.91K - $2.23K
|
90
$9.03K
|
|
Q3 2022 | |||||||
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-175- 60.34% |
$14.2K - $16.8K
|
115
$11.5K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-65- 0.27% |
$5.27K - $6.23K
|
24.2K
$2.42M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 7.03% |
$730 - $863
|
119
$11.9K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2- 40.0% |
$162 - $192
|
3
$301
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.86K- 11.34% |
$541K - $644K
|
53.6K
$5.38M
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.96KClosed |
$470K - $559K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.22KClosed |
$175K - $209K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.2KClosed |
$94.9K - $113K
|
0
$0
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-806Closed |
$63.6K - $75.7K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-588- 81.89% |
$46.4K - $55.2K
|
130
$13K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-544- 50.0% |
$42.9K - $51.1K
|
544
$54.6K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-244- 3.45% |
$19.2K - $22.9K
|
6.83K
$685K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-200Closed |
$15.8K - $18.8K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.6KClosed |
$1M - $1.15M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.5KClosed |
$597K - $683K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-6.68KClosed |
$531K - $608K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.35KClosed |
$346K - $396K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.5KClosed |
$278K - $319K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-950- 13.17% |
$75.6K - $86.6K
|
6.27K
$629K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-675Closed |
$53.7K - $61.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-440Closed |
$35K - $40.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-300Closed |
$23.9K - $27.3K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$7.96K - $9.11K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-42Closed |
$3.34K - $3.83K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.8KClosed |
$1.09M - $1.22M
|
0
$0
|