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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-919Closed |
$72.1K - $77K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-957- 3.16% |
$75.1K - $80.2K
|
29.3K
$2.85M
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.03K- 76.09% |
$81.2K - $86.7K
|
325
$31.6K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.05K- 5.12% |
$82.3K - $87.9K
|
19.4K
$1.89M
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.09KClosed |
$85.6K - $91.4K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Everett Harris & CO
|
SELL
|
- |
-1.3K- 3.79% |
$102K - $109K
|
33K
$3.21M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.36K- 15.27% |
$107K - $114K
|
7.55K
$734K
|
|
|
Jul 21, 2021
Q2 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.51K- 21.61% |
$119K - $127K
|
5.49K
$534K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.62K- 37.74% |
$127K - $136K
|
2.67K
$260K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.99KClosed |
$156K - $167K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.03K- 8.4% |
$160K - $170K
|
22.2K
$2.15M
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.25K- 94.45% |
$176K - $188K
|
132
$12.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.27K- 11.81% |
$178K - $190K
|
16.9K
$1.65M
|
|
|
Aug 11, 2021
Q2 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.56KClosed |
$201K - $215K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.62K- 9.29% |
$206K - $220K
|
25.6K
$2.49M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.74KClosed |
$215K - $229K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.78KClosed |
$219K - $233K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.02K- 46.67% |
$237K - $253K
|
3.45K
$335K
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.35KClosed |
$263K - $281K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.4KClosed |
$267K - $285K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.65K- 7.16% |
$365K - $390K
|
60.3K
$5.86M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.96K- 70.62% |
$390K - $416K
|
2.06K
$201K
|
|
|
Aug 10, 2021
Q2 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-6.34KClosed |
$497K - $531K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.53K- 15.54% |
$512K - $547K
|
35.5K
$3.45M
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.85K- 38.92% |
$617K - $658K
|
12.3K
$1.2M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.43K- 96.06% |
$661K - $706K
|
346
$33.6K
|
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-8.53K- 99.88% |
$669K - $715K
|
10
$972
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-9.94K- 17.84% |
$780K - $833K
|
45.8K
$4.45M
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10.2KClosed |
$800K - $855K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.4K- 8.46% |
$1.28M - $1.37M
|
177K
$17.2M
|
|
|
Aug 06, 2021
Q2 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-43.1KClosed |
$3.38M - $3.61M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-72.5K- 78.51% |
$5.69M - $6.08M
|
19.9K
$1.93M
|