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 |
---|---|---|---|---|---|---|---|
Aug 02, 2019
Q2 2019
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
184+ 1.24% |
$13.3K - $14.2K
|
15K
$1.44M
|
|
Jul 16, 2019
Q2 2019
|
Gradient Investments LLC
|
BUY
|
- |
170+ 340.0% |
$12.3K - $13.1K
|
220
$21.2K
|
|
Aug 14, 2019
Q2 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
142+ 1.47% |
$10.2K - $10.9K
|
9.8K
$943K
|
|
Aug 13, 2019
Q2 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
129+ 1.27% |
$9.31K - $9.94K
|
10.3K
$993K
|
|
Jul 30, 2019
Q2 2019
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
117New |
$8.44K - $9.02K
|
117
$11.3K
|
|
Jul 30, 2019
Q2 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
96New |
$6.93K - $7.4K
|
96
$9.24K
|
|
Jul 25, 2019
Q2 2019
|
Trustcore Financial Services, LLC
|
BUY
|
- |
95New |
$6.85K - $7.32K
|
95
$9.14K
|
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
85+ 87.63% |
$6.13K - $6.55K
|
182
$17.5K
|
|
Jul 18, 2019
Q2 2019
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
79+ 0.12% |
$5.7K - $6.09K
|
65.4K
$6.29M
|
|
Aug 05, 2019
Q2 2019
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
68New |
$4.91K - $5.24K
|
68
$6.55K
|
|
Jul 31, 2019
Q2 2019
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53New |
$3.82K - $4.09K
|
53
$5.1K
|
|
Aug 05, 2019
Q2 2019
|
Weaver Consulting Group
|
BUY
|
- |
44+ 0.56% |
$3.17K - $3.39K
|
7.96K
$766K
|
|
Aug 09, 2019
Q2 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
25+ 1.47% |
$1.8K - $1.93K
|
1.73K
$167K
|
|
Aug 12, 2019
Q2 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 0.79% |
$1.52K - $1.62K
|
2.67K
$257K
|
|
Aug 08, 2019
Q2 2019
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5+ 0.83% |
$361 - $385
|
605
$58.2K
|
|
Jul 15, 2019
Q2 2019
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.59% |
$289 - $308
|
685
$65.9K
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4+ 0.4% |
$289 - $308
|
999
$96.2K
|
|
Aug 07, 2019
Q2 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.69% |
$216 - $231
|
436
$42K
|
|
Jul 19, 2019
Q2 2019
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.77% |
$144 - $154
|
263
$25.3K
|
|
Jul 19, 2019
Q2 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.77% |
$72.2 - $77.1
|
131
$12.6K
|
|
Aug 07, 2019
Q2 2019
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.94% |
$72.2 - $77.1
|
107
$10.3K
|
|
Aug 05, 2019
Q2 2019
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5- 0.04% |
$361 - $385
|
11.2K
$1.08M
|
|
Nov 19, 2019
Q2 2019
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 20.0% |
$1.66K - $1.77K
|
92
$8.86K
|
|
Jul 25, 2019
Q2 2019
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-24- 0.54% |
$1.73K - $1.85K
|
4.45K
$428K
|
|
Aug 15, 2019
Q2 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-36- 1.08% |
$2.6K - $2.77K
|
3.3K
$318K
|
|
Jul 10, 2019
Q2 2019
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.67% |
$2.89K - $3.08K
|
5.94K
$572K
|
|
Aug 13, 2019
Q2 2019
|
Us Bancorp \De\
|
SELL
|
- |
-45- 3.63% |
$3.25K - $3.47K
|
1.2K
$115K
|
|
Aug 13, 2019
Q2 2019
|
Everett Harris & CO
|
SELL
|
- |
-50- 0.28% |
$3.61K - $3.85K
|
17.5K
$1.69M
|
|
Jul 22, 2019
Q2 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-90- 0.6% |
$6.49K - $6.94K
|
14.8K
$1.43M
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-99Closed |
$7.14K - $7.63K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-100Closed |
$7.22K - $7.71K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-153- 3.2% |
$11K - $11.8K
|
4.64K
$446K
|
|
Jul 18, 2019
Q2 2019
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-154- 3.97% |
$11.1K - $11.9K
|
3.73K
$359K
|
|
Aug 09, 2019
Q2 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-164- 5.2% |
$11.8K - $12.6K
|
2.99K
$288K
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-166Closed |
$12K - $12.8K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Family Firm, Inc.
|
SELL
|
- |
-210- 1.59% |
$15.2K - $16.2K
|
13K
$1.25M
|
|
Jul 17, 2019
Q2 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-240- 4.22% |
$17.3K - $18.5K
|
5.45K
$525K
|
|
Aug 09, 2019
Q2 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-244- 1.24% |
$17.6K - $18.8K
|
19.5K
$1.88M
|
|
Aug 14, 2019
Q2 2019
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-276- 22.81% |
$19.9K - $21.3K
|
934
$89.9K
|
|
Aug 05, 2019
Q2 2019
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-473- 5.54% |
$34.1K - $36.5K
|
8.06K
$776K
|
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-492- 25.68% |
$35.5K - $37.9K
|
1.42K
$137K
|
|
Jul 22, 2019
Q2 2019
|
Murphy Capital Management Inc
|
SELL
|
- |
-550- 12.33% |
$39.7K - $42.4K
|
3.91K
$376K
|
|
Jul 31, 2019
Q2 2019
|
Cwm, LLC
|
SELL
|
- |
-575- 20.68% |
$41.5K - $44.3K
|
2.21K
$212K
|
|
Jul 31, 2019
Q2 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-579- 21.52% |
$41.8K - $44.6K
|
2.11K
$203K
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-673Closed |
$48.6K - $51.9K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Stephens Inc
|
SELL
|
- |
-880- 3.15% |
$63.5K - $67.8K
|
27.1K
$2.61M
|
|
Aug 13, 2019
Q2 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-916- 63.79% |
$66.1K - $70.6K
|
520
$50.1K
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-991Closed |
$71.5K - $76.4K
|
0
$0
|
|
Aug 30, 2024
Q2 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.32K- 55.25% |
$94.9K - $101K
|
1.07K
$103K
|
|
Aug 08, 2019
Q2 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.51K- 10.89% |
$109K - $116K
|
12.4K
$1.19M
|