Purchases and Sales Made in Q2 2020 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 2020. 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 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4+ 0.8% |
$258 - $312
|
505
$50.1K
|
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.67% |
$194 - $234
|
449
$44.5K
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.05% |
$129 - $156
|
4.06K
$403K
|
|
|
Jul 24, 2020
Q2 2020
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.75% |
$64.5 - $78.1
|
134
$13.3K
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.02% |
$64.5 - $78.1
|
4.64K
$460K
|
|
|
Jul 29, 2020
Q2 2020
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.02% |
$64.5 - $78.1
|
4.72K
$468K
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$258 - $312
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-17- 0.23% |
$1.1K - $1.33K
|
7.22K
$716K
|
|
|
Jul 30, 2020
Q2 2020
|
First Citizens Financial Corp
|
SELL
|
- |
-18- 0.28% |
$1.16K - $1.4K
|
6.33K
$628K
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-28- 6.8% |
$1.81K - $2.19K
|
384
$38.1K
|
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-32Closed |
$2.06K - $2.5K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33- 0.79% |
$2.13K - $2.58K
|
4.14K
$410K
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36- 1.85% |
$2.32K - $2.81K
|
1.91K
$189K
|
|
|
Jul 13, 2020
Q2 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-38- 0.79% |
$2.45K - $2.97K
|
4.78K
$474K
|
|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-40- 14.81% |
$2.58K - $3.12K
|
230
$22.8K
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-53- 9.98% |
$3.42K - $4.14K
|
478
$47.4K
|
|
|
Aug 03, 2020
Q2 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-63- 2.09% |
$4.06K - $4.92K
|
2.95K
$292K
|
|
|
Aug 10, 2020
Q2 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-79- 2.94% |
$5.1K - $6.17K
|
2.61K
$259K
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-89- 0.46% |
$5.74K - $6.95K
|
19.1K
$1.89M
|
|
|
Aug 10, 2020
Q2 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 2.59% |
$6.45K - $7.81K
|
3.76K
$373K
|
|
|
Aug 14, 2020
Q2 2020
|
Simmons Bank
|
SELL
|
- |
-100- 1.41% |
$6.45K - $7.81K
|
6.99K
$694K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100- 66.67% |
$6.45K - $7.81K
|
50
$4.96K
|
|
|
Aug 13, 2020
Q2 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-103Closed |
$6.64K - $8.04K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-141- 3.51% |
$9.09K - $11K
|
3.87K
$384K
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-142- 16.86% |
$9.16K - $11.1K
|
700
$69.4K
|
|
|
Aug 07, 2020
Q2 2020
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 8.72% |
$9.68K - $11.7K
|
1.57K
$156K
|
|
|
Jul 15, 2020
Q2 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-153- 2.79% |
$9.87K - $11.9K
|
5.32K
$528K
|
|
|
Jul 24, 2020
Q2 2020
|
James Investment Research Inc
|
SELL
|
- |
-155- 51.67% |
$10K - $12.1K
|
145
$14.4K
|
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-165- 26.07% |
$10.6K - $12.9K
|
468
$46.4K
|
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-172- 9.22% |
$11.1K - $13.4K
|
1.69K
$168K
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-174- 84.88% |
$11.2K - $13.6K
|
31
$3.07K
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-182- 10.25% |
$11.7K - $14.2K
|
1.59K
$158K
|
|
|
Jul 28, 2020
Q2 2020
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-216Closed |
$13.9K - $16.9K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-242- 1.83% |
$15.6K - $18.9K
|
13K
$1.29M
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-243- 19.19% |
$15.7K - $19K
|
1.02K
$101K
|
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-249- 5.22% |
$16.1K - $19.4K
|
4.52K
$448K
|
|
|
Jul 21, 2020
Q2 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-250- 32.81% |
$16.1K - $19.5K
|
512
$50.8K
|
|
|
Aug 10, 2020
Q2 2020
|
Family Firm, Inc.
|
SELL
|
- |
-250- 2.19% |
$16.1K - $19.5K
|
11.1K
$1.11M
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-257- 5.93% |
$16.6K - $20.1K
|
4.08K
$404K
|
|
|
Aug 13, 2020
Q2 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-265- 13.67% |
$17.1K - $20.7K
|
1.67K
$166K
|
|
|
Aug 30, 2024
Q2 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-279- 43.26% |
$18K - $21.8K
|
366
$36.3K
|
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
SELL
|
- |
-308- 8.39% |
$19.9K - $24K
|
3.36K
$334K
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-323Closed |
$20.8K - $25.2K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-355- 36.52% |
$22.9K - $27.7K
|
617
$61.2K
|
|
|
Jul 31, 2020
Q2 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-375- 2.61% |
$24.2K - $29.3K
|
14K
$1.39M
|
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-400Closed |
$25.8K - $31.2K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-530- 4.1% |
$34.2K - $41.4K
|
12.4K
$1.23M
|
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-537- 19.55% |
$34.6K - $41.9K
|
2.21K
$219K
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-592- 6.66% |
$38.2K - $46.2K
|
8.3K
$823K
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-642- 1.07% |
$41.4K - $50.1K
|
59.6K
$5.91M
|