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 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
34+ 0.39% |
$2.67K - $2.85K
|
8.83K
$885K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
30+ 75.0% |
$2.36K - $2.52K
|
70
$7.02K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29+ 0.84% |
$2.28K - $2.43K
|
3.48K
$349K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
28+ 0.12% |
$2.2K - $2.35K
|
22.7K
$2.28M
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25New |
$1.96K - $2.1K
|
25
$2.51K
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.67% |
$942 - $1.01K
|
1.81K
$182K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.67% |
$393 - $419
|
749
$75.1K
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.66% |
$314 - $335
|
609
$61K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$236 - $252
|
4.57K
$458K
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.05% |
$236 - $252
|
5.92K
$593K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.73% |
$157 - $168
|
277
$27.8K
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.47% |
$78.5 - $83.8
|
215
$21.5K
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.63% |
$78.5 - $83.8
|
161
$16.1K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$78.5 - $83.8
|
9.27K
$929K
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 2.0% |
$78.5 - $83.8
|
51
$5.11K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 2.04% |
$78.5 - $83.8
|
50
$5.01K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 1.59% |
$78.5 - $83.8
|
64
$6.41K
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.12% |
$78.5 - $83.8
|
90
$9.02K
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25- 0.82% |
$1.96K - $2.1K
|
3.04K
$305K
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-35- 0.34% |
$2.75K - $2.93K
|
10.2K
$1.03M
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 0.6% |
$3.53K - $3.77K
|
7.41K
$743K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 2.19% |
$4.71K - $5.03K
|
2.68K
$269K
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-61- 63.54% |
$4.79K - $5.11K
|
35
$3.51K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-70- 1.04% |
$5.5K - $5.87K
|
6.66K
$668K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-74- 2.42% |
$5.81K - $6.2K
|
2.99K
$299K
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-98- 26.13% |
$7.69K - $8.22K
|
277
$27.8K
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-99- 1.33% |
$7.77K - $8.3K
|
7.33K
$735K
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-100- 1.32% |
$7.85K - $8.38K
|
7.47K
$749K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-100- 52.63% |
$7.85K - $8.38K
|
90
$9.02K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.34% |
$7.85K - $8.38K
|
7.35K
$737K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-100- 0.75% |
$7.85K - $8.38K
|
13.3K
$1.33M
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100Closed |
$7.85K - $8.38K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-104- 1.4% |
$8.16K - $8.72K
|
7.33K
$735K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-107- 0.3% |
$8.4K - $8.97K
|
35.8K
$3.59M
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-114Closed |
$8.95K - $9.56K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-132- 8.63% |
$10.4K - $11.1K
|
1.4K
$140K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-157- 4.17% |
$12.3K - $13.2K
|
3.61K
$362K
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-160- 0.64% |
$12.6K - $13.4K
|
24.7K
$2.48M
|
|
Jul 14, 2021
Q2 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-249- 2.41% |
$19.5K - $20.9K
|
10.1K
$1.01M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-250Closed |
$19.6K - $21K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-280- 18.79% |
$22K - $23.5K
|
1.21K
$121K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-306Closed |
$24K - $25.7K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Field & Main Bank
|
SELL
|
- |
-315- 4.96% |
$24.7K - $26.4K
|
6.03K
$604K
|
|
Jul 06, 2021
Q2 2021
|
Weaver Consulting Group
|
SELL
|
- |
-352- 7.7% |
$27.6K - $29.5K
|
4.22K
$423K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-356- 52.98% |
$27.9K - $29.8K
|
316
$31.7K
|
|
Aug 13, 2021
Q2 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-371- 4.65% |
$29.1K - $31.1K
|
7.61K
$762K
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-508- 1.72% |
$39.9K - $42.6K
|
29.1K
$2.91M
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-706- 1.97% |
$55.4K - $59.2K
|
35.2K
$3.52M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-808- 2.69% |
$63.4K - $67.7K
|
29.2K
$2.93M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-900- 3.85% |
$70.7K - $75.5K
|
22.5K
$2.25M
|