Purchases and Sales Made in Q2 2021 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 2021. 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 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13.4M+ 7812.72% |
$1.06B - $1.13B
|
13.6M
$1.32B
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
216KNew |
$17M - $18.1M
|
216K
$21M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
104KNew |
$8.14M - $8.69M
|
104K
$10.1M
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
28.4KNew |
$2.23M - $2.38M
|
28.4K
$2.76M
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.3K+ 489.58% |
$1.6M - $1.71M
|
24.5K
$2.38M
|
|
|
Aug 16, 2021
Q2 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
17.1K+ 99.4% |
$1.34M - $1.43M
|
34.3K
$3.33M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14K+ 49.76% |
$1.1M - $1.17M
|
42.1K
$4.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
BUY
|
- |
11.7K+ 1.83% |
$921K - $984K
|
652K
$63.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
11KNew |
$864K - $922K
|
11K
$1.07M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.6K+ 23.08% |
$832K - $889K
|
56.5K
$5.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.68K+ 282.13% |
$682K - $728K
|
11.8K
$1.14M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.56K+ 2.74% |
$515K - $550K
|
246K
$23.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.5K+ 6.15% |
$511K - $545K
|
112K
$10.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
5.71K+ 57120.0% |
$448K - $479K
|
5.72K
$556K
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
5.57KNew |
$438K - $467K
|
5.57K
$542K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
5.39KNew |
$423K - $452K
|
5.39K
$524K
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.66KNew |
$287K - $307K
|
3.66K
$355K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.44K+ 10.81% |
$270K - $289K
|
35.3K
$3.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.43K+ 8.81% |
$269K - $288K
|
42.4K
$4.12M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.25KNew |
$255K - $272K
|
3.25K
$316K
|
|
|
Jul 21, 2021
Q2 2021
|
Advisors Management Group Inc
|
BUY
|
- |
2.78K+ 40.94% |
$218K - $233K
|
9.56K
$929K
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.53K+ 47.43% |
$198K - $212K
|
7.86K
$764K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.94K+ 13.76% |
$152K - $162K
|
16K
$1.56M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
1.84K+ 5.45% |
$144K - $154K
|
35.6K
$3.46M
|
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.51K+ 89.01% |
$118K - $126K
|
3.2K
$311K
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.38KNew |
$108K - $115K
|
1.38K
$134K
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.32KNew |
$104K - $111K
|
1.32K
$128K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.09K+ 16.74% |
$85.2K - $91K
|
7.57K
$735K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.01K+ 785.16% |
$78.9K - $84.3K
|
1.13K
$110K
|
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1K+ 0.8% |
$78.7K - $84.1K
|
127K
$12.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
596+ 5.68% |
$46.8K - $50K
|
11.1K
$1.08M
|
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
545+ 3.67% |
$42.8K - $45.7K
|
15.4K
$1.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
495New |
$38.9K - $41.5K
|
495
$48.1K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
451+ 9.4% |
$35.4K - $37.8K
|
5.25K
$510K
|
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400New |
$31.4K - $33.5K
|
400
$38.9K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
361+ 45.35% |
$28.3K - $30.3K
|
1.16K
$112K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
306New |
$24K - $25.7K
|
306
$29.7K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
250+ 37.82% |
$19.6K - $21K
|
911
$88.6K
|
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
247+ 1.1% |
$19.4K - $20.7K
|
22.8K
$2.21M
|
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
211+ 1.41% |
$16.6K - $17.7K
|
15.1K
$1.47M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
202+ 19.71% |
$15.9K - $16.9K
|
1.23K
$119K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
193+ 2.59% |
$15.2K - $16.2K
|
7.64K
$742K
|
|
|
Jul 28, 2022
Q2 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
171+ 3.38% |
$13.4K - $14.3K
|
5.23K
$508K
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
137+ 1.43% |
$10.8K - $11.5K
|
9.7K
$943K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
101+ 1.96% |
$7.93K - $8.47K
|
5.25K
$511K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
93+ 2.9% |
$7.3K - $7.8K
|
3.3K
$321K
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
70+ 0.66% |
$5.5K - $5.87K
|
10.7K
$1.04M
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
57+ 5.42% |
$4.47K - $4.78K
|
1.11K
$108K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
48+ 0.42% |
$3.77K - $4.02K
|
11.4K
$1.1M
|
|
|
Aug 09, 2021
Q2 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 0.2% |
$3.14K - $3.35K
|
20.1K
$1.95M
|