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 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
19+ 4.41% |
$1.38K - $1.51K
|
450
$43.7K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
18+ 0.26% |
$1.3K - $1.43K
|
7.03K
$683K
|
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 0.73% |
$942 - $1.04K
|
1.8K
$175K
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6+ 0.08% |
$435 - $478
|
7.44K
$723K
|
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.67% |
$290 - $319
|
605
$58.8K
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
3New |
$217 - $239
|
3
$292
|
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.73% |
$145 - $159
|
275
$26.7K
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.63% |
$72.5 - $79.6
|
160
$15.6K
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1+ 0.01% |
$72.5 - $79.6
|
6.73K
$654K
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-28- 0.12% |
$2.03K - $2.23K
|
22.7K
$2.2M
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 6.38% |
$2.17K - $2.39K
|
440
$42.8K
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35- 1.26% |
$2.54K - $2.79K
|
2.74K
$266K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39- 1.02% |
$2.83K - $3.11K
|
3.77K
$366K
|
|
|
Jul 28, 2022
Q1 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-40- 0.79% |
$2.9K - $3.19K
|
5.05K
$491K
|
|
|
May 05, 2021
Q1 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-40- 0.69% |
$2.9K - $3.19K
|
5.76K
$560K
|
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-40- 9.66% |
$2.9K - $3.19K
|
374
$36.4K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-52Closed |
$3.77K - $4.14K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-63- 1.79% |
$4.56K - $5.02K
|
3.45K
$336K
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-70Closed |
$5.07K - $5.57K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-70Closed |
$5.07K - $5.57K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-86- 2.73% |
$6.23K - $6.85K
|
3.06K
$298K
|
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100- 1.12% |
$7.25K - $7.96K
|
8.8K
$855K
|
|
|
May 12, 2021
Q1 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-100- 3.76% |
$7.25K - $7.96K
|
2.56K
$249K
|
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100Closed |
$7.25K - $7.96K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-120- 70.59% |
$8.7K - $9.56K
|
50
$4.86K
|
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-125- 3.92% |
$9.06K - $9.95K
|
3.07K
$298K
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-128Closed |
$9.27K - $10.2K
|
0
$0
|
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-130Closed |
$9.42K - $10.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-136- 1.31% |
$9.85K - $10.8K
|
10.3K
$998K
|
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-151- 1.99% |
$10.9K - $12K
|
7.43K
$722K
|
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-154- 1.47% |
$11.2K - $12.3K
|
10.3K
$1M
|
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-180- 5.85% |
$13K - $14.3K
|
2.9K
$282K
|
|
|
May 14, 2021
Q1 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-240- 6.59% |
$17.4K - $19.1K
|
3.4K
$331K
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-241- 2.22% |
$17.5K - $19.2K
|
10.6K
$1.03M
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-272- 47.06% |
$19.7K - $21.7K
|
306
$29.7K
|
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
SELL
|
- |
-400- 2.89% |
$29K - $31.9K
|
13.5K
$1.31M
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-408- 0.38% |
$29.6K - $32.5K
|
106K
$10.3M
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-426Closed |
$30.9K - $33.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-436- 6.87% |
$31.6K - $34.7K
|
5.91K
$575K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-477- 79.9% |
$34.6K - $38K
|
120
$11.7K
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-490- 9.27% |
$35.5K - $39K
|
4.8K
$466K
|
|
|
May 04, 2021
Q1 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-501- 9.73% |
$36.3K - $39.9K
|
4.65K
$452K
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-502- 5.33% |
$36.4K - $40K
|
8.91K
$867K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-538- 1.75% |
$39K - $42.8K
|
30.3K
$2.94M
|
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-573Closed |
$41.5K - $45.6K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Archer Investment Corp
|
SELL
|
- |
-600Closed |
$43.5K - $47.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-643- 11.1% |
$46.6K - $51.2K
|
5.15K
$501K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-668- 30.41% |
$48.4K - $53.2K
|
1.53K
$149K
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-673- 25.3% |
$48.8K - $53.6K
|
1.99K
$193K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-700- 39.06% |
$50.7K - $55.7K
|
1.09K
$106K
|