Purchases and Sales Made in Q1 2018 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 Q1 2018. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2018
Q1 2018
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
23.1K+ 56.3% |
$1.39M - $1.52M
|
64.1K
$6.18M
|
|
|
May 15, 2018
Q1 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5K+ 67.95% |
$989K - $1.09M
|
40.7K
$3.93M
|
|
|
Apr 05, 2018
Q1 2018
|
Destination Wealth Management
|
BUY
|
- |
13.9K+ 5.16% |
$831K - $914K
|
283K
$27.2M
|
|
|
May 11, 2018
Q1 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.75KNew |
$405K - $445K
|
6.75K
$651K
|
|
|
Apr 26, 2018
Q1 2018
|
Family Firm, Inc.
|
BUY
|
- |
4.7K+ 55.37% |
$282K - $310K
|
13.2K
$1.27M
|
|
|
May 07, 2018
Q1 2018
|
Grimes & Company, Inc.
|
BUY
|
- |
4.47KNew |
$268K - $294K
|
4.47K
$431K
|
|
|
May 16, 2018
Q1 2018
|
Private Capital Group, LLC
|
BUY
|
- |
3K+ 634.46% |
$180K - $198K
|
3.47K
$335K
|
|
|
May 14, 2018
Q1 2018
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.7KNew |
$162K - $178K
|
2.7K
$260K
|
|
|
Jun 03, 2019
Q1 2018
|
Ifp Advisors, Inc
|
BUY
|
- |
2.61K+ 126.95% |
$156K - $172K
|
4.66K
$449K
|
|
|
May 14, 2018
Q1 2018
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.37K+ 7.24% |
$142K - $156K
|
35.2K
$3.39M
|
|
|
May 09, 2018
Q1 2018
|
Private Advisor Group, LLC
|
BUY
|
- |
2.09K+ 45.21% |
$126K - $138K
|
6.73K
$649K
|
|
|
May 11, 2018
Q1 2018
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 16.37% |
$119K - $131K
|
14.1K
$1.36M
|
|
|
Aug 15, 2018
Q1 2018
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.86KNew |
$111K - $122K
|
1.86K
$179K
|
|
|
May 15, 2018
Q1 2018
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.49KNew |
$89.4K - $98.2K
|
1.49K
$144K
|
|
|
May 15, 2018
Q1 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.28K+ 8.33% |
$76.6K - $84.2K
|
16.6K
$1.6M
|
|
|
May 14, 2018
Q1 2018
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
973+ 2.43% |
$58.4K - $64.1K
|
41K
$3.95M
|
|
|
May 10, 2018
Q1 2018
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
926New |
$55.5K - $61K
|
926
$89.3K
|
|
|
May 01, 2018
Q1 2018
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
783+ 4.97% |
$47K - $51.6K
|
16.6K
$1.6M
|
|
|
May 07, 2018
Q1 2018
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
600New |
$36K - $39.6K
|
600
$57.9K
|
|
|
May 11, 2018
Q1 2018
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
596+ 4.72% |
$35.7K - $39.3K
|
13.2K
$1.27M
|
|
|
May 08, 2018
Q1 2018
|
Madden Advisory Services, Inc.
|
BUY
|
- |
593+ 16.63% |
$35.6K - $39.1K
|
4.16K
$401K
|
|
|
Apr 30, 2018
Q1 2018
|
Sigma Investment Counselors Inc
|
BUY
|
- |
467+ 7.76% |
$28K - $30.8K
|
6.49K
$625K
|
|
|
May 10, 2018
Q1 2018
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
438+ 27.14% |
$26.3K - $28.9K
|
2.05K
$198K
|
|
|
May 15, 2018
Q1 2018
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
410New |
$24.6K - $27K
|
410
$39.5K
|
|
|
May 07, 2018
Q1 2018
|
Ballew Advisors, Inc
|
BUY
|
- |
400New |
$24K - $26.4K
|
400
$38.6K
|
|
|
Apr 20, 2018
Q1 2018
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 7500.0% |
$18K - $19.8K
|
304
$29.3K
|
|
|
May 08, 2018
Q1 2018
|
Advisor Net Financial, Inc
|
BUY
|
- |
254+ 84.67% |
$15.2K - $16.7K
|
554
$53.4K
|
|
|
May 10, 2018
Q1 2018
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
159+ 1.16% |
$9.54K - $10.5K
|
13.8K
$1.33M
|
|
|
May 01, 2018
Q1 2018
|
Field & Main Bank
|
BUY
|
- |
157+ 4.59% |
$9.42K - $10.3K
|
3.58K
$345K
|
|
|
May 28, 2020
Q1 2018
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150New |
$9K - $9.89K
|
150
$14.5K
|
|
|
May 14, 2018
Q1 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
150+ 35.71% |
$9K - $9.89K
|
570
$55K
|
|
|
May 15, 2018
Q1 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
120+ 12000.0% |
$7.2K - $7.91K
|
121
$11.7K
|
|
|
Oct 18, 2019
Q1 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
57New |
$3.42K - $3.76K
|
57
$5.5K
|
|
|
Apr 16, 2018
Q1 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
51+ 10.43% |
$3.06K - $3.36K
|
540
$52.1K
|
|
|
May 10, 2018
Q1 2018
|
Schnieders Capital Management LLC
|
BUY
|
- |
50+ 3.13% |
$3K - $3.3K
|
1.65K
$159K
|
|
|
Apr 17, 2018
Q1 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
39+ 16.12% |
$2.34K - $2.57K
|
281
$27.1K
|
|
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6+ 0.78% |
$360 - $396
|
775
$74.7K
|
|
|
Apr 30, 2018
Q1 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.96% |
$240 - $264
|
421
$40.6K
|
|
|
Apr 20, 2018
Q1 2018
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$180 - $198
|
5.99K
$577K
|
|
|
May 10, 2018
Q1 2018
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.81% |
$120 - $132
|
250
$24.1K
|
|
|
May 14, 2018
Q1 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 1.03% |
$60 - $65.9
|
98
$9.45K
|
|
|
May 07, 2018
Q1 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3- 0.04% |
$180 - $198
|
8.53K
$823K
|
|
|
Apr 12, 2018
Q1 2018
|
New Capital Management LP
|
SELL
|
- |
-12- 5.38% |
$720 - $791
|
211
$20.3K
|
|
|
Apr 18, 2018
Q1 2018
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 1.32% |
$1.5K - $1.65K
|
1.86K
$180K
|
|
|
Nov 06, 2023
Q1 2018
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-40- 27.78% |
$2.4K - $2.64K
|
104
$10K
|
|
|
Apr 23, 2018
Q1 2018
|
Advisory Services Network, LLC
|
SELL
|
- |
-45- 54.88% |
$2.7K - $2.97K
|
37
$3.57K
|
|
|
May 15, 2018
Q1 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-71- 63.96% |
$4.26K - $4.68K
|
40
$3.86K
|
|
|
May 15, 2018
Q1 2018
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-101- 2.52% |
$6.06K - $6.66K
|
3.91K
$377K
|
|
|
May 15, 2018
Q1 2018
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-114Closed |
$6.84K - $7.51K
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-144- 5.91% |
$8.64K - $9.49K
|
2.29K
$221K
|