Purchases and Sales Made in Q3 2018 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 Q3 2018. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
954K+ 17727.01% |
$62.4M - $66.1M
|
959K
$92.3M
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
210KNew |
$13.8M - $14.6M
|
210K
$20.2M
|
|
|
Nov 14, 2018
Q3 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
62.6K+ 725.5% |
$4.09M - $4.34M
|
71.2K
$6.85M
|
|
|
Nov 14, 2018
Q3 2018
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.6K+ 252.36% |
$3.31M - $3.5M
|
70.6K
$6.8M
|
|
|
Nov 13, 2018
Q3 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.7K+ 286.75% |
$1.94M - $2.06M
|
40.1K
$3.86M
|
|
|
Nov 13, 2018
Q3 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22K+ 296.67% |
$1.44M - $1.53M
|
29.4K
$2.83M
|
|
|
Nov 14, 2018
Q3 2018
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 18.07% |
$864K - $915K
|
86.3K
$8.3M
|
|
|
Nov 14, 2018
Q3 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.22K+ 33.57% |
$407K - $431K
|
24.7K
$2.38M
|
|
|
Nov 01, 2018
Q3 2018
|
Private Advisor Group, LLC
|
BUY
|
- |
5.82K+ 154.84% |
$381K - $403K
|
9.58K
$922K
|
|
|
Nov 23, 2018
Q3 2018
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.21K+ 248.85% |
$341K - $361K
|
7.31K
$703K
|
|
|
Nov 07, 2018
Q3 2018
|
Destination Wealth Management
|
BUY
|
- |
2.97K+ 1.04% |
$195K - $206K
|
289K
$27.9M
|
|
|
Oct 29, 2018
Q3 2018
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.34KNew |
$153K - $162K
|
2.34K
$226K
|
|
|
Nov 07, 2018
Q3 2018
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.23K+ 15.67% |
$146K - $154K
|
16.4K
$1.58M
|
|
|
Nov 06, 2018
Q3 2018
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.93K+ 4.27% |
$126K - $133K
|
47K
$4.52M
|
|
|
Nov 08, 2018
Q3 2018
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.06K+ 1.6% |
$69.4K - $73.5K
|
67.3K
$6.48M
|
|
|
Nov 13, 2018
Q3 2018
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.06K+ 7.84% |
$69.4K - $73.5K
|
14.6K
$1.4M
|
|
|
Nov 13, 2018
Q3 2018
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
867+ 8.17% |
$56.7K - $60.1K
|
11.5K
$1.1M
|
|
|
Nov 15, 2018
Q3 2018
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
848+ 39.11% |
$55.5K - $58.8K
|
3.02K
$290K
|
|
|
Oct 23, 2018
Q3 2018
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
650+ 213.82% |
$42.5K - $45K
|
954
$91.8K
|
|
|
Nov 13, 2018
Q3 2018
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
410New |
$26.8K - $28.4K
|
410
$39.5K
|
|
|
Nov 13, 2018
Q3 2018
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
340New |
$22.2K - $23.6K
|
340
$32.7K
|
|
|
Nov 08, 2018
Q3 2018
|
Madden Advisory Services, Inc.
|
BUY
|
- |
274+ 5.59% |
$17.9K - $19K
|
5.18K
$498K
|
|
|
Nov 14, 2018
Q3 2018
|
Stephens Inc
|
BUY
|
- |
198+ 0.76% |
$13K - $13.7K
|
26.4K
$2.54M
|
|
|
Nov 19, 2018
Q3 2018
|
Csenge Advisory Group
|
BUY
|
- |
184New |
$12K - $12.8K
|
184
$17.7K
|
|
|
Oct 23, 2018
Q3 2018
|
Sigma Investment Counselors Inc
|
BUY
|
- |
171+ 2.52% |
$11.2K - $11.9K
|
6.95K
$669K
|
|
|
Nov 16, 2018
Q3 2018
|
First Heartland Consultants, Inc.
|
BUY
|
- |
117+ 3.16% |
$7.66K - $8.11K
|
3.82K
$368K
|
|
|
Nov 07, 2018
Q3 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
110+ 8.18% |
$7.2K - $7.62K
|
1.46K
$140K
|
|
|
Nov 13, 2018
Q3 2018
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$6.54K - $6.93K
|
100
$9.63K
|
|
|
Nov 09, 2018
Q3 2018
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
99+ 10.75% |
$6.48K - $6.86K
|
1.02K
$98.2K
|
|
|
Oct 22, 2018
Q3 2018
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
95+ 2.27% |
$6.22K - $6.58K
|
4.27K
$411K
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Group Ag
|
BUY
|
- |
59+ 0.22% |
$3.86K - $4.09K
|
27.4K
$2.64M
|
|
|
Dec 21, 2021
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
57New |
$3.73K - $3.95K
|
57
$5.49K
|
|
|
Nov 01, 2018
Q3 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 7.86% |
$3.27K - $3.47K
|
686
$66K
|
|
|
Nov 30, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
40+ 0.47% |
$2.62K - $2.77K
|
8.59K
$827K
|
|
|
Oct 23, 2018
Q3 2018
|
Field & Main Bank
|
BUY
|
- |
25+ 0.59% |
$1.64K - $1.73K
|
4.27K
$411K
|
|
|
Oct 29, 2018
Q3 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
5+ 0.87% |
$327 - $347
|
583
$56.1K
|
|
|
Oct 09, 2018
Q3 2018
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$262 - $277
|
5.99K
$576K
|
|
|
Nov 14, 2018
Q3 2018
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.6% |
$262 - $277
|
671
$64.6K
|
|
|
Nov 13, 2018
Q3 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.71% |
$196 - $208
|
424
$40.8K
|
|
|
Nov 14, 2018
Q3 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
$131 - $139
|
3
$289
|
|
|
Oct 26, 2018
Q3 2018
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2+ 0.07% |
$131 - $139
|
3.05K
$294K
|
|
|
Oct 10, 2018
Q3 2018
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$65.4 - $69.3
|
9.67K
$931K
|
|
|
Nov 13, 2018
Q3 2018
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.79% |
$65.4 - $69.3
|
127
$12.2K
|
|
|
Oct 17, 2018
Q3 2018
|
Independence Bank Of Kentucky
|
SELL
|
- |
-8- 0.42% |
$523 - $554
|
1.91K
$184K
|
|
|
Oct 31, 2018
Q3 2018
|
Private Capital Group, LLC
|
SELL
|
- |
-13- 0.37% |
$851 - $901
|
3.46K
$333K
|
|
|
Oct 11, 2018
Q3 2018
|
Gradient Investments LLC
|
SELL
|
- |
-20- 40.0% |
$1.31K - $1.39K
|
30
$2.89K
|
|
|
Nov 13, 2018
Q3 2018
|
Simmons Bank
|
SELL
|
- |
-20- 0.32% |
$1.31K - $1.39K
|
6.19K
$596K
|
|
|
Nov 07, 2018
Q3 2018
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22- 0.97% |
$1.44K - $1.52K
|
2.24K
$216K
|
|
|
Nov 09, 2018
Q3 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-25- 0.53% |
$1.64K - $1.73K
|
4.65K
$448K
|
|
|
Nov 07, 2018
Q3 2018
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 0.82% |
$1.96K - $2.08K
|
3.65K
$351K
|