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 14, 2018
Q1 2018
|
Simmons Bank
|
SELL
|
- |
-150- 2.34% |
$9K - $9.89K
|
6.27K
$610K
|
|
May 11, 2018
Q1 2018
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-164- 5.62% |
$9.84K - $10.8K
|
2.75K
$268K
|
|
May 15, 2018
Q1 2018
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-182- 5.57% |
$10.9K - $12K
|
3.08K
$300K
|
|
Apr 30, 2018
Q1 2018
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-219- 1.47% |
$13.1K - $14.4K
|
14.6K
$1.42M
|
|
May 07, 2018
Q1 2018
|
Focused Wealth Management, Inc
|
SELL
|
- |
-244- 65.95% |
$14.6K - $16.1K
|
126
$12.2K
|
|
Apr 16, 2018
Q1 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-258- 1.57% |
$15.5K - $17K
|
16.2K
$1.57M
|
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-275- 56.01% |
$16.5K - $18.1K
|
216
$21K
|
|
May 15, 2018
Q1 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-430- 68.47% |
$25.8K - $28.3K
|
198
$19.2K
|
|
Apr 26, 2018
Q1 2018
|
Cwm, LLC
|
SELL
|
- |
-441- 26.6% |
$26.4K - $29.1K
|
1.22K
$118K
|
|
Apr 09, 2018
Q1 2018
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-458- 16.7% |
$27.5K - $30.2K
|
2.29K
$222K
|
|
May 23, 2018
Q1 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-505- 27.3% |
$30.3K - $33.3K
|
1.35K
$131K
|
|
May 04, 2018
Q1 2018
|
D.A. Davidson & Co.
|
SELL
|
- |
-526- 11.34% |
$31.5K - $34.7K
|
4.11K
$400K
|
|
Sep 07, 2021
Q1 2018
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-692- 7.28% |
$41.5K - $45.6K
|
8.81K
$857K
|
|
May 11, 2018
Q1 2018
|
Cutler Group LP
|
SELL
|
- |
-700Closed |
$42K - $46.1K
|
0
$0
|
|
May 02, 2018
Q1 2018
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-720- 15.65% |
$43.2K - $47.5K
|
3.88K
$377K
|
|
Apr 16, 2018
Q1 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-842- 11.55% |
$50.5K - $55.5K
|
6.45K
$627K
|
|
Apr 20, 2018
Q1 2018
|
Everett Harris & CO
|
SELL
|
- |
-1.02K- 5.27% |
$61K - $67K
|
18.3K
$1.78M
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.16KClosed |
$69.8K - $76.7K
|
0
$0
|
|
May 01, 2018
Q1 2018
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.27K- 29.39% |
$76.2K - $83.8K
|
3.05K
$297K
|
|
May 09, 2018
Q1 2018
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.41K- 13.52% |
$84.3K - $92.6K
|
8.98K
$873K
|
|
May 15, 2018
Q1 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.51KClosed |
$90.5K - $99.5K
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.55KClosed |
$93K - $102K
|
0
$0
|
|
Oct 29, 2018
Q1 2018
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-1.56KClosed |
$93.6K - $103K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.6KClosed |
$95.9K - $105K
|
0
$0
|
|
May 15, 2019
Q1 2018
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.85KClosed |
$111K - $122K
|
0
$0
|
|
Apr 16, 2018
Q1 2018
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.88KClosed |
$112K - $124K
|
0
$0
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.99K- 40.15% |
$119K - $131K
|
2.96K
$288K
|
|
Apr 17, 2018
Q1 2018
|
Narwhal Capital Management
|
SELL
|
- |
-2.31KClosed |
$138K - $152K
|
0
$0
|
|
Apr 05, 2018
Q1 2018
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.41K- 19.93% |
$144K - $159K
|
9.67K
$940K
|
|
May 15, 2018
Q1 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.55KClosed |
$153K - $168K
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.61K- 55.94% |
$156K - $172K
|
2.05K
$199K
|
|
May 15, 2018
Q1 2018
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.68K- 3.52% |
$161K - $176K
|
73.3K
$7.12M
|
|
May 03, 2018
Q1 2018
|
Stephens Inc
|
SELL
|
- |
-4K- 13.17% |
$240K - $264K
|
26.4K
$2.56M
|
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.65KClosed |
$279K - $307K
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.66K- 32.53% |
$279K - $307K
|
9.67K
$940K
|
|
May 11, 2018
Q1 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.68K- 18.83% |
$340K - $374K
|
24.5K
$2.38M
|
|
May 15, 2018
Q1 2018
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.88KClosed |
$353K - $388K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Ubs Group Ag
|
SELL
|
- |
-7.62K- 20.68% |
$457K - $502K
|
29.2K
$2.84M
|
|
May 04, 2018
Q1 2018
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-7.69K- 9.99% |
$461K - $507K
|
69.3K
$6.73M
|
|
Mar 24, 2023
Q1 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.06K- 91.87% |
$483K - $531K
|
713
$69.3K
|
|
May 15, 2018
Q1 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.37KClosed |
$502K - $552K
|
0
$0
|
|
Aug 06, 2018
Q1 2018
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.05K- 74.17% |
$543K - $597K
|
3.15K
$306K
|
|
May 11, 2018
Q1 2018
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$628K - $690K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-15.5KClosed |
$932K - $1.02M
|
0
$0
|
|
May 21, 2018
Q1 2018
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18KClosed |
$1.08M - $1.19M
|
0
$0
|
|
May 10, 2018
Q1 2018
|
Cavalier Investments, LLC
|
SELL
|
- |
-23.5KClosed |
$1.41M - $1.55M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-92.6K- 91.28% |
$5.55M - $6.11M
|
8.84K
$860K
|
|
May 09, 2018
Q1 2018
|
Envestnet Asset Management Inc
|
SELL
|
- |
-104K- 84.67% |
$6.25M - $6.87M
|
18.9K
$1.83M
|
|
May 16, 2018
Q1 2018
|
Assetmark, Inc
|
SELL
|
- |
-804K- 99.99% |
$48.2M - $53M
|
82
$7.97K
|