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 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-648- 2.69% |
$41.8K - $50.6K
|
23.4K
$2.25M
|
|
|
Jul 14, 2020
Q2 2020
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-661- 1.0% |
$42.6K - $51.6K
|
65.3K
$6.28M
|
|
|
Jul 29, 2020
Q2 2020
|
Everett Harris & CO
|
SELL
|
- |
-954- 5.14% |
$61.5K - $74.5K
|
17.6K
$1.69M
|
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-1.25K- 9.44% |
$80.4K - $97.3K
|
12K
$1.15M
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.37K- 34.06% |
$88.5K - $107K
|
2.66K
$256K
|
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-1.39K- 50.0% |
$89.7K - $108K
|
1.39K
$134K
|
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.57KClosed |
$102K - $123K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.64KClosed |
$106K - $128K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.74KClosed |
$112K - $136K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.77KClosed |
$114K - $138K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-1.79KClosed |
$115K - $140K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.84K- 3.79% |
$118K - $143K
|
46.6K
$4.49M
|
|
|
Jul 31, 2020
Q2 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.9KClosed |
$122K - $148K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.94K- 19.38% |
$125K - $152K
|
8.08K
$777K
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.41K- 12.01% |
$155K - $188K
|
17.6K
$1.7M
|
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.54KClosed |
$164K - $198K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Field & Main Bank
|
SELL
|
- |
-2.69K- 37.16% |
$173K - $210K
|
4.54K
$437K
|
|
|
Jul 20, 2020
Q2 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.9K- 45.0% |
$187K - $226K
|
3.55K
$341K
|
|
|
Jul 17, 2020
Q2 2020
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.02KClosed |
$194K - $235K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Imc Chicago, LLC
|
SELL
|
- |
-3.3K- 14.18% |
$213K - $257K
|
19.9K
$1.92M
|
|
|
Jul 20, 2020
Q2 2020
|
Well Done, LLC
|
SELL
|
- |
-3.56KClosed |
$230K - $278K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.97KClosed |
$256K - $310K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.06K- 25.08% |
$262K - $316K
|
12.1K
$1.17M
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.06K- 25.79% |
$262K - $317K
|
11.7K
$1.12M
|
|
|
Jul 20, 2020
Q2 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.86KClosed |
$378K - $458K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-6.34KClosed |
$409K - $495K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.3K- 11.06% |
$471K - $569K
|
58.7K
$5.65M
|
|
|
Aug 12, 2020
Q2 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-11.6KClosed |
$749K - $906K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.1K- 41.44% |
$783K - $948K
|
17.2K
$1.65M
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.9K- 94.62% |
$1.02M - $1.24M
|
903
$86.9K
|
|
|
Aug 14, 2020
Q2 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.4K- 25.94% |
$1.19M - $1.44M
|
52.5K
$5.06M
|
|
|
Aug 07, 2020
Q2 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.1KClosed |
$1.23M - $1.49M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.3K- 84.45% |
$1.25M - $1.51M
|
3.56K
$342K
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.5K- 44.16% |
$1.26M - $1.52M
|
24.7K
$2.37M
|
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.6K- 73.48% |
$1.26M - $1.53M
|
7.08K
$681K
|
|
|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.1K- 18.48% |
$1.49M - $1.8M
|
102K
$9.79M
|
|
|
Aug 14, 2020
Q2 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-23.8K- 53.89% |
$1.54M - $1.86M
|
20.4K
$1.96M
|
|
|
Jul 24, 2020
Q2 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-85.9KClosed |
$5.54M - $6.7M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.9K- 59.68% |
$5.61M - $6.79M
|
58.7K
$5.65M
|