Purchases and Sales Made in Q1 2020 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 2020. 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, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
146KNew |
$8.23M - $12.9M
|
146K
$14M
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.1K+ 290.09% |
$2.77M - $4.34M
|
66K
$6.36M
|
|
May 15, 2020
Q1 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
44.2KNew |
$2.5M - $3.91M
|
44.2K
$4.26M
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.2KNew |
$2.5M - $3.91M
|
44.2K
$4.26M
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8K+ 101.85% |
$835K - $1.31M
|
29.3K
$2.83M
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$731K - $1.15M
|
12.9K
$1.25M
|
|
May 13, 2020
Q1 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.6KNew |
$656K - $1.03M
|
11.6K
$1.12M
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
10.1K+ 167.26% |
$572K - $896K
|
16.2K
$1.56M
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.1K+ 178.26% |
$569K - $892K
|
15.7K
$1.52M
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.83K+ 38.95% |
$499K - $782K
|
31.5K
$3.04M
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.41KNew |
$362K - $567K
|
6.41K
$618K
|
|
May 05, 2020
Q1 2020
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
6.34KNew |
$358K - $561K
|
6.34K
$611K
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.19K+ 5.22% |
$350K - $548K
|
125K
$12M
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.93K+ 6.31% |
$335K - $525K
|
99.9K
$9.63M
|
|
Apr 16, 2020
Q1 2020
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.86KNew |
$331K - $519K
|
5.86K
$565K
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.04KNew |
$285K - $446K
|
5.04K
$486K
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.03K+ 33.44% |
$284K - $445K
|
20.1K
$1.93M
|
|
Jul 17, 2024
Q1 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.99K+ 7.61% |
$282K - $442K
|
70.6K
$6.81M
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.17KNew |
$236K - $369K
|
4.17K
$402K
|
|
Aug 05, 2021
Q1 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.97KNew |
$224K - $352K
|
3.97K
$383K
|
|
May 13, 2020
Q1 2020
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.84KNew |
$217K - $340K
|
3.84K
$370K
|
|
Apr 16, 2020
Q1 2020
|
Well Done, LLC
|
BUY
|
- |
3.56KNew |
$201K - $316K
|
3.56K
$344K
|
|
Apr 29, 2020
Q1 2020
|
Everett Harris & CO
|
BUY
|
- |
3.07K+ 19.8% |
$173K - $272K
|
18.6K
$1.79M
|
|
Apr 29, 2020
Q1 2020
|
Nikulski Financial, Inc.
|
BUY
|
- |
3.02KNew |
$170K - $267K
|
3.02K
$291K
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
2.97K+ 14.91% |
$168K - $263K
|
22.9K
$2.21M
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.86K+ 171.96% |
$161K - $253K
|
4.52K
$436K
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.6K+ 10.79% |
$147K - $230K
|
26.7K
$2.57M
|
|
Apr 16, 2020
Q1 2020
|
Spc Financial, Inc.
|
BUY
|
- |
2.4K+ 2.87% |
$135K - $212K
|
85.9K
$8.28M
|
|
May 01, 2020
Q1 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.94KNew |
$110K - $172K
|
1.94K
$187K
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.87KNew |
$105K - $165K
|
1.87K
$180K
|
|
May 14, 2020
Q1 2020
|
M&T Bank Corp
|
BUY
|
- |
1.79KNew |
$101K - $158K
|
1.79K
$173K
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
- |
1.69K+ 3.68% |
$95.7K - $150K
|
47.8K
$4.61M
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
BUY
|
- |
1.64KNew |
$92.5K - $145K
|
1.64K
$158K
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
1.57KNew |
$88.9K - $139K
|
1.57K
$152K
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 64.01% |
$88.8K - $139K
|
4.03K
$388K
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
1.29K+ 85.95% |
$72.6K - $114K
|
2.78K
$268K
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.02K+ 12.95% |
$57.6K - $90.3K
|
8.89K
$858K
|
|
Apr 27, 2020
Q1 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
913+ 7.05% |
$51.6K - $80.8K
|
13.9K
$1.34M
|
|
May 08, 2020
Q1 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
892+ 24.87% |
$50.4K - $79K
|
4.48K
$432K
|
|
May 04, 2020
Q1 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
865+ 6.52% |
$48.9K - $76.6K
|
14.1K
$1.36M
|
|
May 15, 2020
Q1 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
847New |
$47.9K - $75K
|
847
$81.7K
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
666+ 4.14% |
$37.6K - $59K
|
16.8K
$1.62M
|
|
Apr 27, 2020
Q1 2020
|
First Citizens Financial Corp
|
BUY
|
- |
630+ 11.02% |
$35.6K - $55.8K
|
6.35K
$612K
|
|
May 07, 2020
Q1 2020
|
Cutler Group LP
|
BUY
|
- |
600+ 54.55% |
$33.9K - $53.1K
|
1.7K
$164K
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
496+ 100.61% |
$28K - $43.9K
|
989
$95.4K
|
|
May 14, 2020
Q1 2020
|
Simmons Bank
|
BUY
|
- |
475+ 7.18% |
$26.8K - $42.1K
|
7.09K
$684K
|
|
May 11, 2020
Q1 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
450+ 56.46% |
$25.4K - $39.8K
|
1.25K
$120K
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
450+ 46.15% |
$25.4K - $39.8K
|
1.43K
$137K
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
BUY
|
- |
434+ 3.4% |
$24.5K - $38.4K
|
13.2K
$1.27M
|
|
May 14, 2020
Q1 2020
|
Stephens Inc
|
BUY
|
- |
409+ 1.73% |
$23.1K - $36.2K
|
24K
$2.32M
|