Purchases and Sales Made in Q1 2020 in Ishares Tr U S Utils ETF (IDU)

IDU Quotes by TradingView

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 13, 2020 Q1 2020
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
336
New
$19K - $29.7K
336 $32.7K
May 01, 2020 Q1 2020
Darwin Advisors, LLC

BUY
 -
323
New
$18.2K - $28.6K
323 $31.4K
May 13, 2020 Q1 2020
Davis Capital Management

Jacksonville, FL
BUY
 -
308
New
$17.4K - $27.3K
308 $29.9K
May 08, 2020 Q1 2020
Oppenheimer & CO Inc

New York, NY
BUY
 -
279
+ 9.08%
$15.8K - $24.7K
3.35K $326K
Apr 23, 2020 Q1 2020
Independence Bank Of Kentucky

BUY
 -
225
+ 8.31%
$12.7K - $19.9K
2.93K $285K
May 15, 2020 Q1 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
186
+ 1.8%
$10.5K - $16.5K
10.5K $1.02M
May 07, 2020 Q1 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
175
+ 583.33%
$9.89K - $15.5K
205 $19.9K
Apr 21, 2020 Q1 2020
Lbmc Investment Advisors, LLC

BUY
 -
157
+ 0.24%
$8.87K - $13.9K
66K $6.41M
Feb 11, 2021 Q1 2020
Iag Wealth Partners, LLC

BUY
 -
152
New
$8.59K - $13.5K
152 $14.8K
May 05, 2020 Q1 2020
D.A. Davidson & Co.

BUY
 -
100
+ 2.66%
$5.65K - $8.85K
3.86K $375K
May 08, 2020 Q1 2020
Moloney Securities Asset Management, LLC

BUY
 -
72
+ 3.94%
$4.07K - $6.37K
1.9K $185K
May 15, 2020 Q1 2020
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
65
+ 3.8%
$3.67K - $5.75K
1.78K $173K
May 15, 2020 Q1 2020
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
60
+ 0.42%
$3.39K - $5.31K
14.4K $1.4M
May 04, 2020 Q1 2020
Bison Wealth, LLC

BUY
 -
54
+ 1.83%
$3.05K - $4.78K
3.01K $293K
Apr 20, 2020 Q1 2020
Advisors Preferred, LLC

Rockville, MD
BUY
 -
32
New
$1.81K - $2.83K
32 $3.11K
May 12, 2020 Q1 2020
Flagship Harbor Advisors, LLC

BUY
 -
16
+ 2.71%
$904 - $1.42K
606 $58.9K
May 05, 2020 Q1 2020
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
16
+ 4.04%
$904 - $1.42K
412 $40.1K
May 15, 2020 Q1 2020
Kore Private Wealth LLC

New York, NY
BUY
 -
11
New
$622 - $974
11 $1.07K
May 14, 2020 Q1 2020
Arkadios Wealth Advisors

BUY
 -
6
New
$339 - $531
6 $583
Apr 27, 2020 Q1 2020
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
4
+ 0.9%
$226 - $354
446 $43.4K
Apr 24, 2020 Q1 2020
Synovus Financial Corp

Columbus, GA
BUY
 -
4
+ 0.8%
$226 - $354
501 $48.7K
Jul 28, 2020 Q1 2020
Carl P. Sherr & Co., LLC

BUY
 -
2
+ 0.04%
$113 - $177
4.72K $459K
May 06, 2020 Q1 2020
Focused Wealth Management, Inc

BUY
 -
1
+ 0.76%
$56.5 - $88.5
133 $12.9K
May 15, 2020 Q1 2020
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-3
Closed
$170 - $266
0 $0
May 13, 2020 Q1 2020
Maltin Wealth Management, Inc.

SELL
 -
-16
Closed
$904 - $1.42K
0 $0
May 15, 2020 Q1 2020
Equitable Holdings, Inc.

New York, NY
SELL
 -
-16
- 0.39%
$904 - $1.42K
4.06K $395K
May 05, 2020 Q1 2020
Fifth Third Bancorp

SELL
 -
-28
- 41.18%
$1.58K - $2.48K
40 $3.89K
May 07, 2020 Q1 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-35
- 3.48%
$1.98K - $3.1K
972 $94.5K
May 12, 2020 Q1 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-45
- 3.43%
$2.54K - $3.98K
1.27K $123K
Apr 07, 2020 Q1 2020
Gradient Investments LLC

SELL
 -
-50
Closed
$2.83K - $4.43K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-68
Closed
$3.84K - $6.02K
0 $0
May 14, 2020 Q1 2020
Advisor Net Financial, Inc

SELL
 -
-72
- 7.88%
$4.07K - $6.37K
842 $81.9K
Apr 20, 2020 Q1 2020
Garrison Point Advisors, LLC

Walnut Creek, CA
SELL
 -
-80
- 2.35%
$4.52K - $7.08K
3.33K $324K
May 13, 2020 Q1 2020
Us Bancorp \De\

SELL
 -
-100
- 9.12%
$5.65K - $8.85K
996 $96.8K
Apr 13, 2020 Q1 2020
Capital Investment Advisors, LLC

SELL
 -
-120
- 2.26%
$6.78K - $10.6K
5.2K $506K
May 15, 2020 Q1 2020
Keeley Teton Advisors, LLC

Chicago, IL
SELL
 -
-200
- 9.9%
$11.3K - $17.7K
1.82K $177K
May 01, 2020 Q1 2020
Good Life Advisors, LLC

SELL
 -
-209
- 4.95%
$11.8K - $18.5K
4.01K $390K
Apr 15, 2020 Q1 2020
Sugarloaf Wealth Management, LLC

SELL
 -
-247
- 24.48%
$14K - $21.9K
762 $74.1K
Apr 10, 2020 Q1 2020
Forvis Wealth Advisors, LLC

SELL
 -
-258
- 4.5%
$14.6K - $22.8K
5.48K $532K
May 12, 2020 Q1 2020
Financial Gravity Asset Management, Inc.

SELL
 -
-269
Closed
$15.2K - $23.8K
0 $0
May 08, 2020 Q1 2020
Northwestern Mutual Wealth Management CO

SELL
 -
-274
- 9.07%
$15.5K - $24.3K
2.75K $267K
May 08, 2020 Q1 2020
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-367
- 4.83%
$20.7K - $32.5K
7.24K $704K
May 12, 2020 Q1 2020
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-370
- 37.07%
$20.9K - $32.8K
628 $61.1K
Jul 20, 2020 Q1 2020
Belpointe Asset Management LLC

SELL
 -
-380
- 5.57%
$21.5K - $33.6K
6.45K $627K
Apr 16, 2020 Q1 2020
Westside Investment Management, Inc.

SELL
 -
-425
- 61.15%
$24K - $37.6K
270 $26.2K
May 04, 2020 Q1 2020
Stratos Wealth Partners, Ltd.

SELL
 -
-449
- 18.77%
$25.4K - $39.7K
1.94K $189K
May 12, 2020 Q1 2020
Private Advisor Group, LLC

SELL
 -
-450
- 3.28%
$25.4K - $39.8K
13.3K $1.29M
May 08, 2020 Q1 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-476
- 2.43%
$26.9K - $42.1K
19.1K $1.86M
Apr 23, 2020 Q1 2020
Altium Wealth Management LLC

SELL
 -
-499
- 22.0%
$28.2K - $44.2K
1.77K $172K

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