Purchases and Sales Made in Q1 2022 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 2022. 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 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-68- 2.5% |
$5.41K - $6.2K
|
2.65K
$257K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-70- 1.21% |
$5.57K - $6.38K
|
5.71K
$555K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-76Closed |
$6.05K - $6.92K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-80- 0.82% |
$6.36K - $7.29K
|
9.62K
$935K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-100- 6.02% |
$7.96K - $9.11K
|
1.56K
$152K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$7.96K - $9.11K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-127- 1.9% |
$10.1K - $11.6K
|
6.56K
$637K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-145- 0.59% |
$11.5K - $13.2K
|
24.3K
$2.36M
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-150- 4.92% |
$11.9K - $13.7K
|
2.9K
$282K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-172- 40.28% |
$13.7K - $15.7K
|
255
$24.8K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-183- 3.47% |
$14.6K - $16.7K
|
5.09K
$495K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-187- 0.87% |
$14.9K - $17K
|
21.3K
$2.07M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-187- 13.45% |
$14.9K - $17K
|
1.2K
$117K
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-254- 7.16% |
$20.2K - $23.1K
|
3.29K
$320K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-259- 1.26% |
$20.6K - $23.6K
|
20.3K
$1.97M
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 5.3% |
$23.9K - $27.3K
|
5.36K
$521K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-300Closed |
$23.9K - $27.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-312- 1.22% |
$24.8K - $28.4K
|
25.3K
$2.46M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-325- 7.56% |
$25.9K - $29.6K
|
3.97K
$386K
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-350- 10.29% |
$27.8K - $31.9K
|
3.05K
$297K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-375- 23.31% |
$29.8K - $34.2K
|
1.23K
$120K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-440Closed |
$35K - $40.1K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-550- 5.98% |
$43.8K - $50.1K
|
8.65K
$841K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-659- 1.93% |
$52.4K - $60K
|
33.4K
$3.25M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-675Closed |
$53.7K - $61.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-703Closed |
$55.9K - $64.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-712- 2.39% |
$56.6K - $64.9K
|
29.1K
$2.83M
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-950- 13.17% |
$75.6K - $86.6K
|
6.27K
$609K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.05K- 11.57% |
$83.5K - $95.6K
|
8.02K
$780K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.07K- 3.59% |
$85.2K - $97.6K
|
28.7K
$2.79M
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
SELL
|
- |
-1.2K- 3.78% |
$95.5K - $109K
|
30.5K
$2.97M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 1.27% |
$108K - $124K
|
106K
$10.3M
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-1.43K- 3.94% |
$113K - $130K
|
34.8K
$3.38M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 18.69% |
$126K - $145K
|
6.91K
$671K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.9K- 9.64% |
$151K - $173K
|
17.8K
$1.73M
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2K- 17.03% |
$159K - $182K
|
9.76K
$949K
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.18K- 29.27% |
$174K - $199K
|
5.28K
$513K
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2.2K- 10.87% |
$175K - $200K
|
18K
$1.75M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.25K- 94.45% |
$179K - $205K
|
132
$12.8K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.44K- 60.05% |
$194K - $223K
|
1.63K
$158K
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.62KClosed |
$209K - $239K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.33K- 9.37% |
$265K - $304K
|
32.3K
$3.14M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.36K- 52.37% |
$267K - $306K
|
3.05K
$297K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.5KClosed |
$278K - $319K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-3.96K- 0.58% |
$315K - $360K
|
675K
$65.6M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.35KClosed |
$346K - $396K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.89K- 89.79% |
$389K - $446K
|
556
$54.1K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.61K- 10.94% |
$526K - $602K
|
53.8K
$5.23M
|
|
Apr 26, 2022
Q1 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-6.68KClosed |
$531K - $608K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.96K- 79.39% |
$554K - $634K
|
1.81K
$176K
|