Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-2.23KClosed |
$176K - $210K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.24KClosed |
$177K - $211K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.3KClosed |
$182K - $216K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.44KClosed |
$192K - $229K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.65KClosed |
$209K - $249K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.8K- 55.17% |
$378K - $451K
|
3.9K
$379K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.04K- 54.05% |
$397K - $473K
|
4.28K
$416K
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.23KClosed |
$413K - $491K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.84K- 20.3% |
$460K - $548K
|
22.9K
$2.23M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.96KClosed |
$470K - $559K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-6K- 19.64% |
$473K - $563K
|
24.5K
$2.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.86K- 11.34% |
$541K - $644K
|
53.6K
$5.21M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-10.1KClosed |
$793K - $944K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.3K- 68.54% |
$1.13M - $1.34M
|
6.56K
$638K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-26.4K- 38.17% |
$2.08M - $2.48M
|
42.7K
$4.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-32.2K- 4.78% |
$2.54M - $3.02M
|
642K
$62.4M
|