Purchases and Sales Made in Q4 2018 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 Q4 2018. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2019
Q4 2018
|
Grimes & Company, Inc.
|
BUY
|
- |
94.6KNew |
$6.18M - $6.82M
|
94.6K
$9.13M
|
|
Feb 05, 2019
Q4 2018
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25K+ 264.16% |
$1.63M - $1.8M
|
34.4K
$3.32M
|
|
Feb 14, 2019
Q4 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5K+ 641.0% |
$1.54M - $1.7M
|
27.2K
$2.62M
|
|
Feb 13, 2019
Q4 2018
|
Prospera Financial Services Inc
|
BUY
|
- |
18.4KNew |
$1.2M - $1.33M
|
18.4K
$1.77M
|
|
Feb 14, 2019
Q4 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
16.8KNew |
$1.1M - $1.21M
|
16.8K
$1.62M
|
|
Apr 11, 2019
Q4 2018
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.1KNew |
$1.05M - $1.16M
|
16.1K
$1.55M
|
|
Feb 07, 2019
Q4 2018
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 17.21% |
$970K - $1.07M
|
101K
$9.75M
|
|
Feb 13, 2019
Q4 2018
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.7KNew |
$832K - $919K
|
12.7K
$1.23M
|
|
Feb 08, 2019
Q4 2018
|
F3 Logic, LLC
|
BUY
|
- |
12.4KNew |
$809K - $893K
|
12.4K
$1.19M
|
|
Feb 04, 2019
Q4 2018
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11.4KNew |
$748K - $825K
|
11.4K
$1.1M
|
|
Feb 14, 2019
Q4 2018
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 44.7% |
$723K - $797K
|
35.8K
$3.45M
|
|
Feb 15, 2019
Q4 2018
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.66KNew |
$631K - $696K
|
9.66K
$931K
|
|
Feb 14, 2019
Q4 2018
|
Ubs Group Ag
|
BUY
|
- |
9.3K+ 33.94% |
$607K - $670K
|
36.7K
$3.54M
|
|
Feb 15, 2019
Q4 2018
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.1K+ 322.84% |
$529K - $584K
|
10.6K
$1.02M
|
|
Jan 29, 2019
Q4 2018
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.67K+ 241.68% |
$370K - $408K
|
8.01K
$772K
|
|
Mar 05, 2019
Q4 2018
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.97KNew |
$324K - $358K
|
4.97K
$479K
|
|
Jan 31, 2019
Q4 2018
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.38K+ 150.51% |
$221K - $243K
|
5.62K
$542K
|
|
Mar 24, 2023
Q4 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.36K+ 812.35% |
$219K - $242K
|
3.77K
$363K
|
|
Feb 14, 2019
Q4 2018
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.24KNew |
$212K - $233K
|
3.24K
$312K
|
|
Jan 24, 2019
Q4 2018
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.63KNew |
$172K - $190K
|
2.63K
$254K
|
|
Feb 11, 2019
Q4 2018
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.63KNew |
$171K - $189K
|
2.63K
$253K
|
|
Feb 11, 2019
Q4 2018
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.43K+ 5.16% |
$158K - $175K
|
49.4K
$4.76M
|
|
Feb 12, 2019
Q4 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.91K+ 278.28% |
$125K - $138K
|
2.6K
$250K
|
|
Feb 11, 2019
Q4 2018
|
Stephens Inc
|
BUY
|
- |
1.72K+ 6.49% |
$112K - $124K
|
28.1K
$2.71M
|
|
Feb 13, 2019
Q4 2018
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.68KNew |
$110K - $121K
|
1.68K
$162K
|
|
Feb 14, 2019
Q4 2018
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.55K+ 9.44% |
$101K - $112K
|
18K
$1.74M
|
|
Jan 25, 2019
Q4 2018
|
Cwm, LLC
|
BUY
|
- |
907+ 74.53% |
$59.3K - $65.4K
|
2.12K
$205K
|
|
Feb 12, 2019
Q4 2018
|
First Heartland Consultants, Inc.
|
BUY
|
- |
903+ 23.64% |
$59K - $65.1K
|
4.72K
$455K
|
|
Jan 31, 2019
Q4 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
778+ 429.83% |
$50.8K - $56.1K
|
959
$92.5K
|
|
Feb 15, 2019
Q4 2018
|
Wealthpoint, LLC
|
BUY
|
- |
767New |
$50.1K - $55.3K
|
767
$74K
|
|
Jun 12, 2019
Q4 2018
|
First National Corp
|
BUY
|
- |
673New |
$44K - $48.5K
|
673
$64.9K
|
|
Jan 23, 2019
Q4 2018
|
Madden Advisory Services, Inc.
|
BUY
|
- |
581+ 11.22% |
$38K - $41.9K
|
5.76K
$555K
|
|
Feb 01, 2019
Q4 2018
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
543+ 0.84% |
$35.5K - $39.2K
|
64.9K
$6.26M
|
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
538+ 853.97% |
$35.1K - $38.8K
|
601
$57.9K
|
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
495New |
$32.3K - $35.7K
|
495
$47.7K
|
|
Feb 12, 2019
Q4 2018
|
Centaurus Financial, Inc.
|
BUY
|
- |
431New |
$28.2K - $31.1K
|
431
$41.6K
|
|
May 23, 2019
Q4 2018
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
427New |
$27.9K - $30.8K
|
427
$41.2K
|
|
Feb 01, 2019
Q4 2018
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
407+ 69.81% |
$26.6K - $29.3K
|
990
$95.5K
|
|
Jan 07, 2019
Q4 2018
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
400+ 17.67% |
$26.1K - $28.8K
|
2.66K
$257K
|
|
Apr 06, 2020
Q4 2018
|
Archer Investment Corp
|
BUY
|
- |
300New |
$19.6K - $21.6K
|
300
$28.9K
|
|
Feb 13, 2019
Q4 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
268+ 3.12% |
$17.5K - $19.3K
|
8.86K
$854K
|
|
Jan 28, 2019
Q4 2018
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
224+ 1.86% |
$14.6K - $16.2K
|
12.3K
$1.18M
|
|
Feb 13, 2019
Q4 2018
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
216+ 1.48% |
$14.1K - $15.6K
|
14.8K
$1.43M
|
|
Jan 28, 2019
Q4 2018
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200+ 4.68% |
$13.1K - $14.4K
|
4.47K
$431K
|
|
Feb 14, 2019
Q4 2018
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
191+ 56.18% |
$12.5K - $13.8K
|
531
$51.2K
|
|
Jan 24, 2019
Q4 2018
|
Simmons Bank
|
BUY
|
- |
117+ 1.89% |
$7.64K - $8.44K
|
6.31K
$608K
|
|
Feb 14, 2019
Q4 2018
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
110New |
$7.19K - $7.93K
|
110
$10.6K
|
|
Jan 28, 2019
Q4 2018
|
Independence Bank Of Kentucky
|
BUY
|
- |
105+ 5.5% |
$6.86K - $7.57K
|
2.01K
$194K
|
|
Jan 29, 2019
Q4 2018
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
104+ 3.41% |
$6.79K - $7.5K
|
3.15K
$304K
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
BUY
|
- |
100New |
$6.53K - $7.21K
|
100
$9.64K
|