Purchases and Sales Made in Q3 2019 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 2019. 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
Q3 2019
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
29.1K+ 86.09% |
$2.17M - $2.37M
|
62.8K
$6.34M
|
|
Nov 12, 2019
Q3 2019
|
Imc Chicago, LLC
|
BUY
|
- |
27.7KNew |
$2.07M - $2.26M
|
27.7K
$2.79M
|
|
Nov 07, 2019
Q3 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
16.2K+ 64652.0% |
$1.21M - $1.32M
|
16.2K
$1.63M
|
|
Nov 13, 2019
Q3 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.2K+ 14.4% |
$1.14M - $1.24M
|
121K
$12.2M
|
|
Oct 21, 2019
Q3 2019
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
15.2K+ 18.72% |
$1.13M - $1.24M
|
96.1K
$9.7M
|
|
Nov 14, 2019
Q3 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.3K+ 21.58% |
$1.07M - $1.16M
|
80.3K
$8.11M
|
|
Nov 05, 2019
Q3 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
14.1K+ 771.71% |
$1.06M - $1.15M
|
16K
$1.61M
|
|
Nov 07, 2019
Q3 2019
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.1K+ 915.16% |
$1.06M - $1.15M
|
15.7K
$1.58M
|
|
Feb 14, 2020
Q3 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.61KNew |
$718K - $784K
|
9.61K
$969K
|
|
Oct 17, 2019
Q3 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.87K+ 10.57% |
$588K - $643K
|
82.4K
$8.32M
|
|
Nov 08, 2019
Q3 2019
|
Good Life Advisors, LLC
|
BUY
|
- |
4.37KNew |
$327K - $357K
|
4.37K
$441K
|
|
Nov 15, 2019
Q3 2019
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.92KNew |
$218K - $238K
|
2.92K
$294K
|
|
Nov 08, 2019
Q3 2019
|
F3 Logic, LLC
|
BUY
|
- |
2.86K+ 17.74% |
$214K - $233K
|
19K
$1.91M
|
|
Nov 07, 2019
Q3 2019
|
Calton & Associates, Inc.
|
BUY
|
- |
2.66KNew |
$199K - $217K
|
2.66K
$268K
|
|
Aug 05, 2021
Q3 2019
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.63KNew |
$196K - $215K
|
2.63K
$265K
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.3K+ 15313.33% |
$172K - $188K
|
2.31K
$233K
|
|
Nov 13, 2019
Q3 2019
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.13K+ 44.66% |
$159K - $174K
|
6.9K
$696K
|
|
Nov 14, 2019
Q3 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72KNew |
$129K - $141K
|
1.72K
$174K
|
|
Oct 29, 2019
Q3 2019
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.66K+ 3.31% |
$124K - $135K
|
51.8K
$5.22M
|
|
Oct 30, 2019
Q3 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.6K+ 3.19% |
$120K - $131K
|
51.8K
$5.23M
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.32K+ 11.01% |
$98.7K - $108K
|
13.3K
$1.34M
|
|
Oct 17, 2019
Q3 2019
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.28KNew |
$96K - $105K
|
1.28K
$130K
|
|
Nov 12, 2019
Q3 2019
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.28KNew |
$95.6K - $104K
|
1.28K
$129K
|
|
Nov 08, 2019
Q3 2019
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.28KNew |
$95.4K - $104K
|
1.28K
$129K
|
|
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
1.1K+ 65.48% |
$82.2K - $89.8K
|
2.78K
$281K
|
|
Oct 23, 2019
Q3 2019
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.04K+ 49.01% |
$77.4K - $84.5K
|
3.15K
$318K
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
787New |
$58.8K - $64.3K
|
787
$79.4K
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
BUY
|
- |
736+ 0.26% |
$55K - $60.1K
|
288K
$29.1M
|
|
Nov 06, 2019
Q3 2019
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
702+ 6.26% |
$52.5K - $57.3K
|
11.9K
$1.2M
|
|
Nov 06, 2019
Q3 2019
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
640+ 20.94% |
$47.8K - $52.3K
|
3.7K
$373K
|
|
Oct 22, 2019
Q3 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
570+ 2.3% |
$42.6K - $46.5K
|
25.4K
$2.56M
|
|
Oct 16, 2019
Q3 2019
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
478+ 901.89% |
$35.7K - $39K
|
531
$53.6K
|
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
336+ 184.62% |
$25.1K - $27.4K
|
518
$52.3K
|
|
Nov 14, 2019
Q3 2019
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
336+ 10.25% |
$25.1K - $27.4K
|
3.62K
$365K
|
|
Nov 01, 2019
Q3 2019
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
325+ 2.17% |
$24.3K - $26.5K
|
15.3K
$1.55M
|
|
Nov 14, 2019
Q3 2019
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
290+ 2.65% |
$21.7K - $23.7K
|
11.2K
$1.13M
|
|
Nov 08, 2019
Q3 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
243+ 1.25% |
$18.2K - $19.8K
|
19.8K
$1.99M
|
|
Oct 30, 2019
Q3 2019
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
238+ 6.39% |
$17.8K - $19.4K
|
3.97K
$400K
|
|
Oct 25, 2019
Q3 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
210New |
$15.7K - $17.1K
|
210
$21.2K
|
|
Nov 12, 2019
Q3 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202+ 7.58% |
$15.1K - $16.5K
|
2.87K
$289K
|
|
Nov 04, 2019
Q3 2019
|
Bartlett & Co. LLC
|
BUY
|
- |
200New |
$14.9K - $16.3K
|
200
$20.2K
|
|
Feb 13, 2024
Q3 2019
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$14.9K - $16.3K
|
200
$20.2K
|
|
Nov 12, 2019
Q3 2019
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
155+ 4.81% |
$11.6K - $12.7K
|
3.38K
$341K
|
|
Nov 04, 2019
Q3 2019
|
Bison Wealth, LLC
|
BUY
|
- |
125+ 5.48% |
$9.34K - $10.2K
|
2.41K
$243K
|
|
Oct 21, 2019
Q3 2019
|
Independence Bank Of Kentucky
|
BUY
|
- |
115+ 4.58% |
$8.6K - $9.39K
|
2.62K
$265K
|
|
Oct 24, 2019
Q3 2019
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
71+ 0.11% |
$5.31K - $5.8K
|
65.5K
$6.61M
|
|
Oct 04, 2019
Q3 2019
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
40+ 4.28% |
$2.99K - $3.27K
|
974
$98.3K
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
37+ 4.45% |
$2.77K - $3.02K
|
869
$87.7K
|
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
BUY
|
- |
36+ 1.09% |
$2.69K - $2.94K
|
3.34K
$337K
|
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
24+ 0.93% |
$1.79K - $1.96K
|
2.6K
$262K
|