Purchases and Sales Made in Q3 2021 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 2021. 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, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
304KNew |
$23.9M - $26.2M
|
304K
$30.2M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
63.8K+ 1995.06% |
$5.02M - $5.5M
|
67K
$6.64M
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
36.7KNew |
$2.88M - $3.16M
|
36.7K
$3.63M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35KNew |
$2.75M - $3.02M
|
35K
$3.47M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.7KNew |
$1.78M - $1.96M
|
22.7K
$2.25M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
21.8KNew |
$1.71M - $1.88M
|
21.8K
$2.16M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
17.2K+ 2.64% |
$1.35M - $1.48M
|
669K
$66.3M
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
16.3K+ 47.71% |
$1.29M - $1.41M
|
50.6K
$5.02M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 17.78% |
$790K - $867K
|
66.6K
$6.6M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.33K+ 123.3% |
$734K - $804K
|
16.9K
$1.67M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9K+ 39.64% |
$708K - $776K
|
31.7K
$3.14M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.59KNew |
$518K - $568K
|
6.59K
$653K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
5.99K+ 16.81% |
$471K - $516K
|
41.6K
$4.12M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.71K+ 2.09% |
$291K - $320K
|
181K
$17.9M
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.4KNew |
$267K - $293K
|
3.4K
$337K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
3.24K+ 7.08% |
$255K - $280K
|
49K
$4.86M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
3.01KNew |
$237K - $260K
|
3.01K
$299K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.88K+ 9.82% |
$227K - $248K
|
32.2K
$3.19M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
2.73K+ 50.62% |
$215K - $235K
|
8.12K
$805K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.51K+ 7.08% |
$197K - $216K
|
38K
$3.77M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 11.31% |
$177K - $194K
|
22.1K
$2.19M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.74K+ 4.09% |
$137K - $150K
|
44.1K
$4.38M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.67K+ 4.67% |
$132K - $144K
|
37.5K
$3.72M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.55K+ 13.64% |
$122K - $134K
|
12.9K
$1.28M
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1.33K+ 23.26% |
$105K - $115K
|
7.05K
$699K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.09KNew |
$85.7K - $94K
|
1.09K
$108K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.04K+ 31.97% |
$81.6K - $89.5K
|
4.29K
$425K
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
979+ 18.74% |
$77K - $84.4K
|
6.2K
$615K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
922+ 7.84% |
$72.5K - $79.5K
|
12.7K
$1.26M
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
871+ 5.66% |
$68.5K - $75.1K
|
16.2K
$1.61M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
687New |
$54K - $59.2K
|
687
$68.1K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
622+ 8.48% |
$48.9K - $53.6K
|
7.95K
$789K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
615+ 0.55% |
$48.4K - $53K
|
113K
$11.2M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
588+ 5.3% |
$46.2K - $50.7K
|
11.7K
$1.16M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
510+ 245.19% |
$40.1K - $44K
|
718
$71.2K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500+ 22.71% |
$39.3K - $43.1K
|
2.7K
$268K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
401New |
$31.5K - $34.6K
|
401
$39.8K
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
395+ 4.13% |
$31.1K - $34.1K
|
9.96K
$987K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
342New |
$26.9K - $29.5K
|
342
$33.9K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
311+ 1.07% |
$24.5K - $26.8K
|
29.5K
$2.92M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
259+ 69.25% |
$20.4K - $22.3K
|
633
$62.8K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
250+ 9.32% |
$19.7K - $21.6K
|
2.93K
$291K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
228+ 0.78% |
$17.9K - $19.7K
|
29.3K
$2.91M
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
205New |
$16.1K - $17.7K
|
205
$20.3K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
196+ 16.94% |
$15.4K - $16.9K
|
1.35K
$134K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
166+ 18.22% |
$13.1K - $14.3K
|
1.08K
$107K
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
160+ 2.16% |
$12.6K - $13.8K
|
7.57K
$751K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
150+ 12.4% |
$11.8K - $12.9K
|
1.36K
$135K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
149+ 196.05% |
$11.7K - $12.8K
|
225
$22.3K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
111+ 0.18% |
$8.73K - $9.57K
|
60.4K
$5.99M
|