Purchases and Sales Made in Q2 2019 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 Q2 2019. 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2019
Q2 2019
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50.1KNew |
$3.62M - $3.86M
|
50.1K
$4.82M
|
|
Aug 14, 2019
Q2 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.6K+ 132.2% |
$2.71M - $2.9M
|
66.1K
$6.36M
|
|
Jul 17, 2024
Q2 2019
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33.8KNew |
$2.44M - $2.6M
|
33.8K
$3.25M
|
|
Aug 01, 2019
Q2 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
25.6K+ 305.33% |
$1.84M - $1.97M
|
33.9K
$3.27M
|
|
Aug 14, 2019
Q2 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
23.5KNew |
$1.69M - $1.81M
|
23.5K
$2.26M
|
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.6K+ 171.31% |
$1.48M - $1.58M
|
32.6K
$3.13M
|
|
Aug 14, 2019
Q2 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
18.4KNew |
$1.33M - $1.42M
|
18.4K
$1.77M
|
|
Jul 30, 2019
Q2 2019
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.9KNew |
$1.29M - $1.38M
|
17.9K
$1.72M
|
|
Aug 21, 2019
Q2 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
16.6KNew |
$1.19M - $1.28M
|
16.6K
$1.59M
|
|
Jul 29, 2019
Q2 2019
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$1.02M - $1.09M
|
14.2K
$1.37M
|
|
Aug 14, 2019
Q2 2019
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14KNew |
$1.01M - $1.08M
|
14K
$1.35M
|
|
Aug 14, 2019
Q2 2019
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
11.8KNew |
$853K - $911K
|
11.8K
$1.14M
|
|
Aug 14, 2019
Q2 2019
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
10.9KNew |
$790K - $843K
|
10.9K
$1.05M
|
|
Aug 14, 2019
Q2 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.3K+ 102.32% |
$742K - $793K
|
20.3K
$1.96M
|
|
Aug 09, 2019
Q2 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.26K+ 9.6% |
$668K - $714K
|
106K
$10.2M
|
|
Aug 02, 2019
Q2 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.98K+ 11.99% |
$576K - $615K
|
74.5K
$7.17M
|
|
Nov 22, 2019
Q2 2019
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.29KNew |
$526K - $562K
|
7.29K
$701K
|
|
Aug 14, 2019
Q2 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
6.44K+ 35.05% |
$465K - $496K
|
24.8K
$2.39M
|
|
Aug 06, 2019
Q2 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.93K+ 26.65% |
$428K - $457K
|
28.2K
$2.71M
|
|
Aug 13, 2019
Q2 2019
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.77KNew |
$344K - $367K
|
4.77K
$459K
|
|
Aug 01, 2019
Q2 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
4.73KNew |
$341K - $364K
|
4.73K
$455K
|
|
Aug 05, 2019
Q2 2019
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.69K+ 6.16% |
$339K - $362K
|
80.9K
$7.79M
|
|
Aug 12, 2019
Q2 2019
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.46K+ 84.85% |
$322K - $344K
|
9.71K
$935K
|
|
Jul 22, 2019
Q2 2019
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.82K+ 46.28% |
$203K - $217K
|
8.91K
$858K
|
|
Aug 05, 2021
Q2 2019
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.75KNew |
$198K - $212K
|
2.75K
$265K
|
|
Aug 14, 2019
Q2 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.08KNew |
$150K - $160K
|
2.08K
$200K
|
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.88K+ 18.64% |
$136K - $145K
|
12K
$1.15M
|
|
Jul 22, 2019
Q2 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
1.83KNew |
$132K - $141K
|
1.83K
$176K
|
|
Aug 09, 2019
Q2 2019
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.71KNew |
$124K - $132K
|
1.71K
$165K
|
|
Aug 06, 2019
Q2 2019
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.69KNew |
$122K - $131K
|
1.69K
$163K
|
|
Aug 14, 2019
Q2 2019
|
Ubs Group Ag
|
BUY
|
- |
1.58K+ 3.4% |
$114K - $122K
|
47.9K
$4.61M
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.54KNew |
$111K - $119K
|
1.54K
$149K
|
|
Aug 15, 2019
Q2 2019
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.36KNew |
$98.2K - $105K
|
1.36K
$131K
|
|
Jul 25, 2019
Q2 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26KNew |
$90.9K - $97.1K
|
1.26K
$121K
|
|
Aug 06, 2019
Q2 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.24K+ 8.14% |
$89.8K - $95.9K
|
16.5K
$1.59M
|
|
Jul 19, 2019
Q2 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 2.29% |
$81K - $86.6K
|
50.2K
$4.83M
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
BUY
|
- |
849+ 0.3% |
$61.3K - $65.4K
|
287K
$27.7M
|
|
Aug 02, 2019
Q2 2019
|
F3 Logic, LLC
|
BUY
|
- |
817+ 5.34% |
$58.9K - $63K
|
16.1K
$1.55M
|
|
Aug 05, 2019
Q2 2019
|
Bison Wealth, LLC
|
BUY
|
- |
770+ 50.89% |
$55.6K - $59.4K
|
2.28K
$220K
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
589+ 4.83% |
$42.5K - $45.4K
|
12.8K
$1.23M
|
|
Sep 14, 2021
Q2 2019
|
Cwm, LLC
|
BUY
|
- |
575+ 26.08% |
$41.5K - $44.3K
|
2.78K
$268K
|
|
Aug 12, 2019
Q2 2019
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
456+ 16.15% |
$32.9K - $35.1K
|
3.28K
$316K
|
|
Aug 13, 2019
Q2 2019
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
425+ 2.6% |
$30.7K - $32.8K
|
16.8K
$1.61M
|
|
Jul 23, 2019
Q2 2019
|
Independence Bank Of Kentucky
|
BUY
|
- |
350+ 16.21% |
$25.3K - $27K
|
2.51K
$241K
|
|
Jul 22, 2019
Q2 2019
|
Field & Main Bank
|
BUY
|
- |
315+ 4.43% |
$22.7K - $24.3K
|
7.43K
$715K
|
|
Aug 06, 2019
Q2 2019
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
306+ 86.69% |
$22.1K - $23.6K
|
659
$63.4K
|
|
Jul 24, 2019
Q2 2019
|
James Investment Research Inc
|
BUY
|
- |
300New |
$21.6K - $23.1K
|
300
$28.9K
|
|
Jul 30, 2019
Q2 2019
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
215+ 7.15% |
$15.5K - $16.6K
|
3.22K
$310K
|
|
Jul 24, 2019
Q2 2019
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 40.4% |
$14.4K - $15.4K
|
695
$66.9K
|
|
Sep 07, 2021
Q2 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 2.81% |
$14.4K - $15.4K
|
7.31K
$704K
|