Purchases and Sales Made in Q1 2019 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 2019. 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, 2019
Q1 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 1.93% |
$3.29K - $3.73K
|
2.65K
$255K
|
|
|
Apr 22, 2019
Q1 2019
|
Cwm, LLC
|
BUY
|
- |
48+ 2.26% |
$3.16K - $3.58K
|
2.17K
$209K
|
|
|
May 15, 2019
Q1 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
40+ 70.18% |
$2.63K - $2.98K
|
97
$9.34K
|
|
|
May 13, 2019
Q1 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
33+ 0.34% |
$2.17K - $2.46K
|
9.66K
$930K
|
|
|
May 09, 2019
Q1 2019
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
31+ 41.33% |
$2.04K - $2.31K
|
106
$10.2K
|
|
|
May 07, 2019
Q1 2019
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 25.0% |
$1.51K - $1.72K
|
115
$11.1K
|
|
|
May 20, 2019
Q1 2019
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10+ 0.07% |
$658 - $746
|
14.8K
$1.42M
|
|
|
Apr 23, 2019
Q1 2019
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 900.0% |
$592 - $671
|
10
$963
|
|
|
May 14, 2019
Q1 2019
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.44% |
$197 - $224
|
681
$65.5K
|
|
|
May 07, 2019
Q1 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.7% |
$197 - $224
|
433
$41.7K
|
|
|
Apr 24, 2019
Q1 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2+ 0.06% |
$132 - $149
|
3.16K
$304K
|
|
|
May 03, 2019
Q1 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.78% |
$65.8 - $74.6
|
130
$12.5K
|
|
|
Apr 23, 2019
Q1 2019
|
Versant Capital Management, Inc
|
SELL
|
- |
-9- 90.0% |
$592 - $671
|
1
$96.3
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-16- 94.12% |
$1.05K - $1.19K
|
1
$96.3
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-22- 2.17% |
$1.45K - $1.64K
|
991
$95.4K
|
|
|
May 03, 2019
Q1 2019
|
Schnieders Capital Management LLC
|
SELL
|
- |
-25- 1.56% |
$1.65K - $1.87K
|
1.58K
$152K
|
|
|
May 14, 2019
Q1 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-33- 1.55% |
$2.17K - $2.46K
|
2.1K
$202K
|
|
|
Apr 09, 2019
Q1 2019
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-71- 0.58% |
$4.67K - $5.3K
|
12.2K
$1.17M
|
|
|
May 10, 2019
Q1 2019
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-73- 5.69% |
$4.8K - $5.45K
|
1.21K
$116K
|
|
|
May 14, 2019
Q1 2019
|
Assetmark, Inc
|
SELL
|
- |
-82Closed |
$5.4K - $6.12K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-85- 1.47% |
$5.59K - $6.34K
|
5.69K
$548K
|
|
|
May 10, 2019
Q1 2019
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$6.58K - $7.46K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-126- 3.64% |
$8.29K - $9.4K
|
3.34K
$321K
|
|
|
May 03, 2019
Q1 2019
|
Stephens Inc
|
SELL
|
- |
-150- 0.53% |
$9.87K - $11.2K
|
28K
$2.69M
|
|
|
May 06, 2019
Q1 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-287- 1.84% |
$18.9K - $21.4K
|
15.3K
$1.47M
|
|
|
May 13, 2019
Q1 2019
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-302- 0.61% |
$19.9K - $22.5K
|
49.1K
$4.73M
|
|
|
May 07, 2019
Q1 2019
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-325- 3.67% |
$21.4K - $24.2K
|
8.53K
$821K
|
|
|
Apr 11, 2019
Q1 2019
|
Murphy Capital Management Inc
|
SELL
|
- |
-400- 8.23% |
$26.3K - $29.8K
|
4.46K
$429K
|
|
|
May 13, 2019
Q1 2019
|
Everett Harris & CO
|
SELL
|
- |
-423- 2.35% |
$27.8K - $31.6K
|
17.6K
$1.69M
|
|
|
May 16, 2019
Q1 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-427Closed |
$28.1K - $31.9K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-431Closed |
$28.4K - $32.2K
|
0
$0
|
|
|
Sep 07, 2021
Q1 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-477- 6.28% |
$31.4K - $35.6K
|
7.11K
$685K
|
|
|
May 06, 2019
Q1 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-503- 4.74% |
$33.1K - $37.5K
|
10.1K
$973K
|
|
|
Apr 30, 2019
Q1 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-579- 3.73% |
$38.1K - $43.2K
|
14.9K
$1.44M
|
|
|
May 06, 2019
Q1 2019
|
Family Firm, Inc.
|
SELL
|
- |
-660- 4.76% |
$43.4K - $49.2K
|
13.2K
$1.27M
|
|
|
May 10, 2019
Q1 2019
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-700- 19.18% |
$46.1K - $52.2K
|
2.95K
$284K
|
|
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-767Closed |
$50.5K - $57.2K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-929- 96.87% |
$61.1K - $69.3K
|
30
$2.89K
|
|
|
May 15, 2019
Q1 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-971- 97.49% |
$63.9K - $72.4K
|
25
$2.41K
|
|
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-990Closed |
$65.2K - $73.9K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.23K- 10.77% |
$80.9K - $91.7K
|
10.2K
$980K
|
|
|
May 10, 2019
Q1 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.66K- 9.23% |
$109K - $124K
|
16.3K
$1.57M
|
|
|
May 06, 2019
Q1 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$111K - $125K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.08K- 9.52% |
$137K - $155K
|
19.8K
$1.9M
|
|
|
Apr 26, 2019
Q1 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.63KClosed |
$173K - $196K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.36K- 89.04% |
$221K - $250K
|
413
$39.8K
|
|
|
May 08, 2019
Q1 2019
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.72K- 4.66% |
$310K - $352K
|
96.4K
$9.28M
|
|
|
May 14, 2019
Q1 2019
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.16K- 35.43% |
$405K - $460K
|
11.2K
$1.08M
|
|
|
May 15, 2019
Q1 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.36K- 20.56% |
$485K - $549K
|
28.4K
$2.74M
|
|
|
Jun 11, 2019
Q1 2019
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.37KClosed |
$485K - $550K
|
0
$0
|