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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.28% |
$70.2 - $76.1
|
79
$8.28K
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
1+ 0.06% |
$70.2 - $76.1
|
1.69K
$178K
|
|
Oct 19, 2020
Q3 2020
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.02% |
$70.2 - $76.1
|
4.72K
$495K
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8Closed |
$562 - $609
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.21% |
$702 - $761
|
4.7K
$493K
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-20Closed |
$1.4K - $1.52K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-21- 0.62% |
$1.47K - $1.6K
|
3.38K
$354K
|
|
Oct 19, 2020
Q3 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-22- 0.57% |
$1.54K - $1.68K
|
3.85K
$404K
|
|
Nov 13, 2020
Q3 2020
|
Simmons Bank
|
SELL
|
- |
-25- 0.36% |
$1.75K - $1.9K
|
6.97K
$730K
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-27- 11.16% |
$1.9K - $2.06K
|
215
$22.5K
|
|
Nov 03, 2020
Q3 2020
|
Everett Harris & CO
|
SELL
|
- |
-30- 0.17% |
$2.11K - $2.28K
|
17.6K
$1.84M
|
|
Oct 30, 2020
Q3 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-34- 1.3% |
$2.39K - $2.59K
|
2.58K
$270K
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-46- 4.5% |
$3.23K - $3.5K
|
977
$102K
|
|
Oct 20, 2020
Q3 2020
|
Murphy Capital Management Inc
|
SELL
|
- |
-50- 1.3% |
$3.51K - $3.81K
|
3.79K
$397K
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 5.54% |
$3.51K - $3.81K
|
853
$89.4K
|
|
Nov 05, 2020
Q3 2020
|
Schnieders Capital Management LLC
|
SELL
|
- |
-50- 3.17% |
$3.51K - $3.81K
|
1.53K
$160K
|
|
Feb 11, 2021
Q3 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-52- 34.21% |
$3.65K - $3.96K
|
100
$10.5K
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
SELL
|
- |
-53- 1.8% |
$3.72K - $4.04K
|
2.89K
$303K
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-66- 1.46% |
$4.63K - $5.03K
|
4.45K
$467K
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-75- 46.88% |
$5.26K - $5.71K
|
85
$8.91K
|
|
Nov 03, 2020
Q3 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-82- 16.02% |
$5.76K - $6.24K
|
430
$45.1K
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-100- 10.04% |
$7.02K - $7.61K
|
896
$93.9K
|
|
Oct 29, 2020
Q3 2020
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 6.37% |
$7.02K - $7.61K
|
1.47K
$154K
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 50.0% |
$7.02K - $7.61K
|
100
$10.5K
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-110Closed |
$7.72K - $8.38K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-123- 3.66% |
$8.63K - $9.37K
|
3.24K
$340K
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-130Closed |
$9.12K - $9.9K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-142- 3.49% |
$9.97K - $10.8K
|
3.92K
$411K
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158- 7.15% |
$11.1K - $12K
|
2.05K
$215K
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-165- 10.36% |
$11.6K - $12.6K
|
1.43K
$150K
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-174- 11.26% |
$12.2K - $13.2K
|
1.37K
$144K
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-184- 0.97% |
$12.9K - $14K
|
18.9K
$1.98M
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-188- 5.29% |
$13.2K - $14.3K
|
3.37K
$353K
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-204Closed |
$14.3K - $15.5K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-208- 3.17% |
$14.6K - $15.8K
|
6.35K
$665K
|
|
Oct 29, 2020
Q3 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-232- 13.86% |
$16.3K - $17.7K
|
1.44K
$151K
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
- |
-235- 4.45% |
$16.5K - $17.9K
|
5.04K
$529K
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-266- 25.09% |
$18.7K - $20.3K
|
794
$83.2K
|
|
Nov 09, 2020
Q3 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-313- 2.97% |
$22K - $23.8K
|
10.2K
$1.07M
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-329- 47.0% |
$23.1K - $25.1K
|
371
$38.9K
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-331- 2.73% |
$23.2K - $25.2K
|
11.8K
$1.24M
|
|
Nov 12, 2020
Q3 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-384- 21.89% |
$27K - $29.2K
|
1.37K
$144K
|
|
Oct 22, 2020
Q3 2020
|
Field & Main Bank
|
SELL
|
- |
-390- 8.59% |
$27.4K - $29.7K
|
4.15K
$435K
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-468Closed |
$32.8K - $35.6K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-482- 17.95% |
$33.8K - $36.7K
|
2.2K
$231K
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-505Closed |
$35.4K - $38.5K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-617Closed |
$43.3K - $47K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-768- 76.57% |
$53.9K - $58.5K
|
235
$24.6K
|
|
Oct 19, 2020
Q3 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-777- 5.54% |
$54.5K - $59.2K
|
13.2K
$1.39M
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-825- 20.24% |
$57.9K - $62.8K
|
3.25K
$341K
|