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 |
---|---|---|---|---|---|---|---|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-514- 67.1% |
$29K - $45.5K
|
252
$24.5K
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-560- 24.35% |
$31.6K - $49.6K
|
1.74K
$169K
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-608- 14.21% |
$34.4K - $53.8K
|
3.67K
$357K
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-630Closed |
$35.6K - $55.8K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-669Closed |
$37.8K - $59.2K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-681Closed |
$38.5K - $60.3K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-702- 8.57% |
$39.7K - $62.1K
|
7.49K
$728K
|
|
Apr 30, 2020
Q1 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-923- 25.58% |
$52.1K - $81.7K
|
2.69K
$261K
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-939- 1.9% |
$53.1K - $83.1K
|
48.5K
$4.71M
|
|
Apr 29, 2020
Q1 2020
|
Family Firm, Inc.
|
SELL
|
- |
-1K- 8.1% |
$56.7K - $88.9K
|
11.4K
$1.11M
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.23K- 22.1% |
$69.4K - $109K
|
4.33K
$421K
|
|
Apr 15, 2020
Q1 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.24KClosed |
$70K - $110K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.28KClosed |
$72.3K - $113K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.28KClosed |
$72.3K - $113K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.28KClosed |
$72.5K - $114K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 46.22% |
$72.6K - $114K
|
1.5K
$145K
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.29KClosed |
$72.9K - $114K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Destination Wealth Management
|
SELL
|
- |
-1.39K- 0.49% |
$78.6K - $123K
|
285K
$27.7M
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.44KClosed |
$81.5K - $128K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.45K- 12.67% |
$82.1K - $129K
|
10K
$974K
|
|
Apr 16, 2020
Q1 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.47KClosed |
$83.2K - $130K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Washington Trust Bank
|
SELL
|
- |
-1.5KClosed |
$84.8K - $133K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.54KClosed |
$87K - $136K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.66KClosed |
$93.6K - $147K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.69KClosed |
$95.7K - $150K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.74KClosed |
$98K - $154K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.75KClosed |
$98.9K - $155K
|
0
$0
|
|
May 12, 2022
Q1 2020
|
True North Advisors, LLC
|
SELL
|
- |
-2KClosed |
$113K - $177K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.24KClosed |
$127K - $198K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.35KClosed |
$133K - $208K
|
0
$0
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.44K- 33.82% |
$138K - $216K
|
4.77K
$463K
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.48K- 18.67% |
$140K - $219K
|
10.8K
$1.05M
|
|
May 12, 2020
Q1 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.51KClosed |
$142K - $222K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.99K- 4.73% |
$169K - $265K
|
60.2K
$5.86M
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-3.21KClosed |
$181K - $284K
|
0
$0
|
|
Apr 01, 2020
Q1 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-3.6KClosed |
$203K - $319K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.4K- 47.72% |
$249K - $390K
|
4.82K
$469K
|
|
May 14, 2020
Q1 2020
|
Imc Chicago, LLC
|
SELL
|
- |
-4.42K- 15.97% |
$250K - $391K
|
23.2K
$2.26M
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-4.43K- 62.23% |
$250K - $392K
|
2.69K
$261K
|
|
May 13, 2020
Q1 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5.3K- 33.9% |
$299K - $469K
|
10.3K
$1M
|
|
May 15, 2020
Q1 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.08K- 27.07% |
$400K - $626K
|
19.1K
$1.85M
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7.73KClosed |
$437K - $685K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.33K- 94.95% |
$471K - $737K
|
443
$43.1K
|
|
May 14, 2020
Q1 2020
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9.38KClosed |
$530K - $830K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-11KClosed |
$620K - $972K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 15.3% |
$724K - $1.13M
|
71K
$6.9M
|
|
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.9KClosed |
$727K - $1.14M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
F3 Logic, LLC
|
SELL
|
- |
-17.4K- 67.45% |
$983K - $1.54M
|
8.39K
$816K
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.5K- 66.12% |
$1.1M - $1.72M
|
9.98K
$971K
|
|
Apr 21, 2020
Q1 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-104KClosed |
$5.89M - $9.22M
|
0
$0
|