Purchases and Sales Made in Q3 2020 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 2020. 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 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
104K+ 2232.05% |
$7.26M - $7.88M
|
108K
$10.7M
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
21K+ 5467.71% |
$1.47M - $1.6M
|
21.4K
$2.12M
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 469.92% |
$876K - $950K
|
15.1K
$1.5M
|
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$816K - $886K
|
11.6K
$1.15M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 10.34% |
$728K - $790K
|
111K
$11M
|
|
|
Nov 12, 2020
Q3 2020
|
Destination Wealth Management
|
BUY
|
- |
9.23K+ 3.08% |
$648K - $703K
|
309K
$30.6M
|
|
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.91K+ 11.71% |
$626K - $679K
|
85K
$8.43M
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.26KNew |
$579K - $629K
|
8.26K
$819K
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.1K+ 10.95% |
$358K - $389K
|
51.7K
$5.13M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.79K+ 19.43% |
$336K - $365K
|
29.5K
$2.92M
|
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.44K+ 21.76% |
$311K - $338K
|
24.8K
$2.46M
|
|
|
Aug 05, 2021
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.32KNew |
$303K - $329K
|
4.32K
$429K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.9K+ 81.83% |
$204K - $221K
|
6.45K
$639K
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.87K+ 69.26% |
$201K - $218K
|
7K
$695K
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 59.99% |
$170K - $184K
|
6.45K
$639K
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.39K+ 8.09% |
$97.4K - $106K
|
18.6K
$1.84M
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 11.17% |
$97.3K - $106K
|
13.8K
$1.37M
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
1.26K+ 83.02% |
$88.5K - $96K
|
2.78K
$276K
|
|
|
Nov 06, 2020
Q3 2020
|
Planned Solutions, Inc.
|
BUY
|
- |
1.11KNew |
$77.7K - $84.3K
|
1.11K
$110K
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
990+ 8.28% |
$69.5K - $75.4K
|
12.9K
$1.28M
|
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
747+ 5.05% |
$52.4K - $56.9K
|
15.5K
$1.54M
|
|
|
Nov 10, 2020
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
657New |
$46.1K - $50K
|
657
$65.2K
|
|
|
Nov 04, 2020
Q3 2020
|
Family Firm, Inc.
|
BUY
|
- |
606+ 5.44% |
$42.5K - $46.1K
|
11.8K
$1.17M
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
604+ 5.59% |
$42.4K - $46K
|
11.4K
$1.13M
|
|
|
Nov 13, 2020
Q3 2020
|
Stephens Inc
|
BUY
|
- |
542+ 2.32% |
$38K - $41.3K
|
23.9K
$2.37M
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
530+ 52.95% |
$37.2K - $40.4K
|
1.53K
$152K
|
|
|
Oct 07, 2020
Q3 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
528+ 8.58% |
$37.1K - $40.2K
|
6.68K
$663K
|
|
|
Oct 20, 2020
Q3 2020
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
492+ 0.75% |
$34.5K - $37.5K
|
65.8K
$6.53M
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
354New |
$24.8K - $27K
|
354
$35.1K
|
|
|
Oct 26, 2020
Q3 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
335New |
$23.5K - $25.5K
|
335
$33.2K
|
|
|
Oct 19, 2020
Q3 2020
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
330New |
$23.2K - $25.1K
|
330
$32.7K
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
256New |
$18K - $19.5K
|
256
$25.4K
|
|
|
Oct 27, 2020
Q3 2020
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
81+ 2.42% |
$5.69K - $6.17K
|
3.42K
$340K
|
|
|
Nov 10, 2020
Q3 2020
|
South State Corp
|
BUY
|
- |
75New |
$5.26K - $5.71K
|
75
$7.44K
|
|
|
Oct 05, 2020
Q3 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
70+ 2.1% |
$4.91K - $5.33K
|
3.41K
$338K
|
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
44New |
$3.09K - $3.35K
|
44
$4.36K
|
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31New |
$2.18K - $2.36K
|
31
$3.07K
|
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
23+ 6.89% |
$1.61K - $1.75K
|
357
$35.4K
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
21+ 1.45% |
$1.47K - $1.6K
|
1.47K
$146K
|
|
|
Nov 04, 2020
Q3 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
18+ 0.25% |
$1.26K - $1.37K
|
7.24K
$718K
|
|
|
Oct 16, 2020
Q3 2020
|
First Citizens Financial Corp
|
BUY
|
- |
18+ 0.28% |
$1.26K - $1.37K
|
6.35K
$630K
|
|
|
Nov 06, 2020
Q3 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16New |
$1.12K - $1.22K
|
16
$1.59K
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.84% |
$1.12K - $1.22K
|
1.92K
$191K
|
|
|
Nov 12, 2020
Q3 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.88% |
$772 - $838
|
1.27K
$126K
|
|
|
Oct 21, 2020
Q3 2020
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10+ 0.22% |
$702 - $761
|
4.49K
$445K
|
|
|
Nov 05, 2020
Q3 2020
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$211 - $228
|
5.33K
$528K
|
|
|
Oct 21, 2020
Q3 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.71% |
$140 - $152
|
285
$28.3K
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 1.0% |
$140 - $152
|
202
$20K
|
|
|
Oct 19, 2020
Q3 2020
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.49% |
$140 - $152
|
136
$13.5K
|
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.68% |
$140 - $152
|
298
$29.6K
|