Purchases and Sales Made in Q1 2021 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 2021. 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 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.5K+ 286.52% |
$4.96M - $5.45M
|
92.4K
$8.98M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.6K+ 14.62% |
$2.22M - $2.43M
|
240K
$23.3M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.1KNew |
$2.04M - $2.24M
|
28.1K
$2.74M
|
|
May 05, 2021
Q1 2021
|
Destination Wealth Management
|
BUY
|
- |
10.3K+ 1.63% |
$744K - $818K
|
640K
$62.2M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.84K+ 29.33% |
$640K - $704K
|
39K
$3.79M
|
|
May 17, 2021
Q1 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.57K+ 99.54% |
$621K - $683K
|
17.2K
$1.67M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.64K+ 60.86% |
$553K - $608K
|
20.2K
$1.96M
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.5KNew |
$543K - $597K
|
7.5K
$729K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.17K+ 34.06% |
$519K - $571K
|
28.2K
$2.74M
|
|
May 17, 2021
Q1 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
6.34KNew |
$459K - $505K
|
6.34K
$616K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.65K+ 21.56% |
$409K - $450K
|
31.9K
$3.1M
|
|
May 12, 2021
Q1 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
5.53K+ 183.62% |
$400K - $440K
|
8.54K
$830K
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.33K+ 3.19% |
$386K - $424K
|
172K
$16.7M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.98K+ 12.15% |
$361K - $396K
|
45.9K
$4.47M
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.29KNew |
$311K - $342K
|
4.29K
$417K
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.04KNew |
$293K - $322K
|
4.04K
$393K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
3.72K+ 12.39% |
$270K - $296K
|
33.8K
$3.28M
|
|
Apr 14, 2021
Q1 2021
|
Advisors Management Group Inc
|
BUY
|
- |
3.68K+ 118.88% |
$267K - $293K
|
6.78K
$659K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.08KNew |
$223K - $245K
|
3.08K
$299K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.01K+ 1.58% |
$218K - $240K
|
193K
$18.8M
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.74KNew |
$198K - $218K
|
2.74K
$266K
|
|
May 12, 2021
Q1 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.56KNew |
$185K - $204K
|
2.56K
$249K
|
|
Apr 09, 2021
Q1 2021
|
First Citizens Financial Corp
|
BUY
|
- |
1.92K+ 14.86% |
$139K - $153K
|
14.8K
$1.44M
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.36KNew |
$98.5K - $108K
|
1.36K
$132K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.19K+ 74.98% |
$86.4K - $95K
|
2.78K
$271K
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.08K+ 11.5% |
$78.5K - $86.2K
|
10.5K
$1.02M
|
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.06KNew |
$77K - $84.6K
|
1.06K
$103K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 1.64% |
$75.9K - $83.4K
|
65K
$6.32M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
925+ 925.0% |
$67K - $73.7K
|
1.03K
$99.7K
|
|
Apr 21, 2021
Q1 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
675+ 9.95% |
$48.9K - $53.8K
|
7.46K
$725K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
552+ 1.0% |
$40K - $44K
|
55.7K
$5.41M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
537+ 4.19% |
$38.9K - $42.8K
|
13.4K
$1.3M
|
|
May 03, 2021
Q1 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
481+ 3.33% |
$34.9K - $38.3K
|
14.9K
$1.45M
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
BUY
|
- |
477+ 2.16% |
$34.6K - $38K
|
22.5K
$2.19M
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
470+ 104.68% |
$34.1K - $37.4K
|
919
$89.3K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
405+ 14.46% |
$29.3K - $32.3K
|
3.21K
$312K
|
|
Apr 14, 2021
Q1 2021
|
Corbenic Partners LLC
|
BUY
|
- |
375New |
$27.2K - $29.9K
|
375
$36.5K
|
|
Apr 20, 2021
Q1 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
351+ 0.28% |
$25.4K - $28K
|
126K
$12.2M
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
306New |
$22.2K - $24.4K
|
306
$29.7K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
273+ 35.09% |
$19.8K - $21.7K
|
1.05K
$102K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
250New |
$18.1K - $19.9K
|
250
$24.3K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
244+ 2.2% |
$17.7K - $19.4K
|
11.3K
$1.1M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
243+ 58.13% |
$17.6K - $19.4K
|
661
$64.3K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 9.99% |
$14.5K - $15.9K
|
2.2K
$214K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
128New |
$9.27K - $10.2K
|
128
$12.4K
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
101+ 3.11% |
$7.32K - $8.04K
|
3.35K
$326K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$7.25K - $7.96K
|
100
$9.72K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
76New |
$5.51K - $6.05K
|
76
$7.39K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50New |
$3.62K - $3.98K
|
50
$4.86K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
49New |
$3.55K - $3.9K
|
49
$4.76K
|