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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-728- 4.91% |
$52.8K - $58K
|
14.1K
$1.37M
|
|
|
Apr 13, 2021
Q1 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-748- 9.65% |
$54.2K - $59.6K
|
7K
$681K
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-750- 16.34% |
$54.3K - $59.7K
|
3.84K
$373K
|
|
|
Apr 29, 2021
Q1 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-800- 3.12% |
$58K - $63.7K
|
24.9K
$2.42M
|
|
|
May 11, 2021
Q1 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-800- 3.84% |
$58K - $63.7K
|
20K
$1.95M
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-886Closed |
$64.2K - $70.6K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-886Closed |
$64.2K - $70.6K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-946- 17.14% |
$68.5K - $75.3K
|
4.57K
$444K
|
|
|
Apr 30, 2021
Q1 2021
|
Field & Main Bank
|
SELL
|
- |
-955- 13.08% |
$69.2K - $76K
|
6.35K
$617K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-985- 2.67% |
$71.4K - $78.4K
|
35.9K
$3.49M
|
|
|
May 13, 2021
Q1 2021
|
Everett Harris & CO
|
SELL
|
- |
-1K- 2.83% |
$72.5K - $79.6K
|
34.3K
$3.34M
|
|
|
May 17, 2021
Q1 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.14K- 10.05% |
$82.5K - $90.7K
|
10.2K
$991K
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.32KClosed |
$95.4K - $105K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.36K- 47.72% |
$98.5K - $108K
|
1.49K
$145K
|
|
|
May 14, 2021
Q1 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-1.48K- 3.32% |
$107K - $118K
|
43.1K
$4.19M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.51K- 7.29% |
$109K - $120K
|
19.2K
$1.87M
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.6K- 5.12% |
$116K - $127K
|
29.6K
$2.88M
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.04K- 9.08% |
$148K - $163K
|
20.5K
$1.99M
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-2.21KClosed |
$160K - $176K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.74KClosed |
$199K - $218K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.33K- 42.19% |
$241K - $265K
|
4.57K
$444K
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.62K- 13.39% |
$262K - $288K
|
23.4K
$2.27M
|
|
|
May 17, 2021
Q1 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.69K- 31.63% |
$267K - $294K
|
7.98K
$775K
|
|
|
Apr 30, 2021
Q1 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-5.19K- 44.53% |
$376K - $413K
|
6.46K
$628K
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.37K- 18.15% |
$389K - $427K
|
24.2K
$2.35M
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.11K- 21.29% |
$588K - $646K
|
30K
$2.92M
|
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-8.18KClosed |
$593K - $652K
|
0
$0
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.34K- 95.02% |
$604K - $664K
|
437
$42.5K
|
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
SELL
|
- |
-8.74K- 19.09% |
$633K - $696K
|
37K
$3.6M
|
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-15.5KClosed |
$1.12M - $1.23M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.1K- 27.73% |
$1.17M - $1.28M
|
42K
$4.08M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.7KClosed |
$1.21M - $1.33M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.7K- 82.57% |
$1.43M - $1.57M
|
4.16K
$404K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-23.4KClosed |
$1.7M - $1.87M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.2K- 79.52% |
$1.82M - $2M
|
6.48K
$630K
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.6K- 42.55% |
$1.93M - $2.12M
|
36K
$3.5M
|
|
|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-28.4KClosed |
$2.06M - $2.26M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-159K- 94.5% |
$11.5M - $12.7M
|
9.27K
$901K
|