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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2019
Q3 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 0.19% |
$1.79K - $1.96K
|
12.8K
$1.24M
|
|
|
Nov 01, 2019
Q3 2019
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4+ 0.66% |
$299 - $327
|
609
$59.2K
|
|
|
Nov 12, 2019
Q3 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.69% |
$224 - $245
|
439
$42.7K
|
|
|
Oct 31, 2019
Q3 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2+ 0.07% |
$149 - $163
|
2.99K
$291K
|
|
|
Nov 06, 2019
Q3 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.76% |
$74.7 - $81.7
|
132
$12.8K
|
|
|
Nov 07, 2019
Q3 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.02% |
$74.7 - $81.7
|
4.64K
$451K
|
|
|
Nov 01, 2019
Q3 2019
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2- 0.15% |
$149 - $163
|
1.36K
$132K
|
|
|
Oct 24, 2019
Q3 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-20- 0.37% |
$1.49K - $1.63K
|
5.43K
$528K
|
|
|
Nov 13, 2019
Q3 2019
|
Private Advisor Group, LLC
|
SELL
|
- |
-30- 0.31% |
$2.24K - $2.45K
|
9.77K
$950K
|
|
|
Oct 11, 2019
Q3 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-40- 0.41% |
$2.99K - $3.27K
|
9.72K
$945K
|
|
|
Nov 12, 2019
Q3 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 2.89% |
$3.74K - $4.08K
|
1.68K
$163K
|
|
|
Oct 29, 2019
Q3 2019
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.14% |
$5.08K - $5.55K
|
5.87K
$571K
|
|
|
Oct 28, 2019
Q3 2019
|
Arrow Financial Corp
|
SELL
|
- |
-75- 31.91% |
$5.61K - $6.12K
|
160
$15.6K
|
|
|
Oct 11, 2019
Q3 2019
|
Murphy Capital Management Inc
|
SELL
|
- |
-75- 1.92% |
$5.61K - $6.12K
|
3.84K
$373K
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-96Closed |
$7.18K - $7.84K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Altium Wealth Management LLC
|
SELL
|
- |
-100- 4.12% |
$7.47K - $8.17K
|
2.33K
$226K
|
|
|
Nov 08, 2019
Q3 2019
|
Us Bancorp \De\
|
SELL
|
- |
-100- 8.36% |
$7.47K - $8.17K
|
1.1K
$107K
|
|
|
Jan 02, 2024
Q3 2019
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 50.0% |
$7.47K - $8.17K
|
100
$9.72K
|
|
|
Nov 12, 2019
Q3 2019
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 8.89% |
$7.47K - $8.17K
|
1.03K
$99.7K
|
|
|
Sep 07, 2021
Q3 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 1.53% |
$8.37K - $9.15K
|
7.2K
$700K
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-117Closed |
$8.74K - $9.55K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-162- 7.78% |
$12.1K - $13.2K
|
1.92K
$187K
|
|
|
Oct 10, 2019
Q3 2019
|
Gradient Investments LLC
|
SELL
|
- |
-170- 77.27% |
$12.7K - $13.9K
|
50
$4.86K
|
|
|
Nov 05, 2019
Q3 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-171- 9.99% |
$12.8K - $14K
|
1.54K
$150K
|
|
|
Nov 07, 2019
Q3 2019
|
Field & Main Bank
|
SELL
|
- |
-190- 2.56% |
$14.2K - $15.5K
|
7.24K
$703K
|
|
|
Nov 05, 2019
Q3 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200Closed |
$14.9K - $16.3K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Everett Harris & CO
|
SELL
|
- |
-200- 1.14% |
$14.9K - $16.3K
|
17.3K
$1.68M
|
|
|
Nov 05, 2019
Q3 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-200- 4.99% |
$14.9K - $16.3K
|
3.81K
$371K
|
|
|
Oct 29, 2019
Q3 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-205- 1.38% |
$15.3K - $16.7K
|
14.6K
$1.42M
|
|
|
Nov 06, 2019
Q3 2019
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-230- 2.85% |
$17.2K - $18.8K
|
7.83K
$761K
|
|
|
Nov 13, 2019
Q3 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-231- 44.42% |
$17.3K - $18.9K
|
289
$28.1K
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-250Closed |
$18.7K - $20.4K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-263Closed |
$19.7K - $21.5K
|
0
$0
|
|
|
Nov 18, 2019
Q3 2019
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-345- 3.55% |
$25.8K - $28.2K
|
9.37K
$911K
|
|
|
Nov 12, 2019
Q3 2019
|
Family Firm, Inc.
|
SELL
|
- |
-380- 2.92% |
$28.4K - $31K
|
12.6K
$1.23M
|
|
|
Nov 13, 2019
Q3 2019
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-412- 4.93% |
$30.8K - $33.6K
|
7.94K
$772K
|
|
|
Jan 16, 2020
Q3 2019
|
Belpointe Asset Management LLC
|
SELL
|
- |
-422- 5.79% |
$31.5K - $34.5K
|
6.86K
$667K
|
|
|
Nov 12, 2019
Q3 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-659Closed |
$49.3K - $53.8K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Harvest Investment Services, LLC
|
SELL
|
- |
-687- 21.46% |
$51.3K - $56.1K
|
2.52K
$245K
|
|
|
Nov 06, 2019
Q3 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-985- 38.73% |
$73.6K - $80.4K
|
1.56K
$151K
|
|
|
Oct 22, 2019
Q3 2019
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 39.57% |
$82.2K - $89.8K
|
1.68K
$163K
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.42KClosed |
$106K - $116K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.44K- 10.23% |
$107K - $117K
|
12.6K
$1.22M
|
|
|
Nov 01, 2019
Q3 2019
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.61K- 18.08% |
$120K - $132K
|
7.3K
$710K
|
|
|
Nov 12, 2019
Q3 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.32K- 99.36% |
$174K - $190K
|
15
$1.46K
|
|
|
Nov 07, 2019
Q3 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.34K- 14.14% |
$175K - $191K
|
14.2K
$1.38M
|
|
|
Nov 14, 2019
Q3 2019
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.47K- 14.76% |
$185K - $202K
|
14.3K
$1.39M
|
|
|
Nov 13, 2019
Q3 2019
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.75KClosed |
$206K - $225K
|
0
$0
|
|
|
Nov 22, 2019
Q3 2019
|
Weaver Consulting Group
|
SELL
|
- |
-2.79K- 35.11% |
$209K - $228K
|
5.16K
$502K
|
|
|
Oct 18, 2019
Q3 2019
|
Stephens Inc
|
SELL
|
- |
-3.71K- 13.67% |
$277K - $303K
|
23.4K
$2.27M
|