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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2019
Q4 2018
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
83New |
$5.42K - $5.98K
|
83
$8.07K
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
75New |
$4.9K - $5.41K
|
75
$7.29K
|
|
|
Mar 06, 2019
Q4 2018
|
Belpointe Asset Management LLC
|
BUY
|
- |
64+ 0.88% |
$4.18K - $4.61K
|
7.37K
$716K
|
|
|
Feb 13, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
63New |
$4.12K - $4.54K
|
63
$6.12K
|
|
|
Feb 11, 2019
Q4 2018
|
Private Advisor Group, LLC
|
BUY
|
- |
49+ 0.51% |
$3.2K - $3.53K
|
9.63K
$936K
|
|
|
Feb 11, 2019
Q4 2018
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
31New |
$2.03K - $2.24K
|
31
$3.01K
|
|
|
Jan 18, 2019
Q4 2018
|
Gradient Investments LLC
|
BUY
|
- |
20+ 66.67% |
$1.31K - $1.44K
|
50
$4.86K
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
14+ 466.67% |
$915 - $1.01K
|
17
$1.65K
|
|
|
Feb 08, 2019
Q4 2018
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.04% |
$457 - $505
|
678
$65.9K
|
|
|
Feb 08, 2019
Q4 2018
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.23% |
$457 - $505
|
3.02K
$294K
|
|
|
Feb 04, 2019
Q4 2018
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 1.42% |
$392 - $433
|
430
$41.8K
|
|
|
Jan 28, 2019
Q4 2018
|
Private Capital Group, LLC
|
BUY
|
- |
2+ 0.06% |
$131 - $144
|
3.46K
$337K
|
|
|
Jan 30, 2019
Q4 2018
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.57% |
$131 - $144
|
129
$12.5K
|
|
|
Feb 11, 2019
Q4 2018
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-7- 0.69% |
$457 - $505
|
1.01K
$98.5K
|
|
|
Feb 13, 2019
Q4 2018
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-9- 0.7% |
$588 - $649
|
1.28K
$125K
|
|
|
Feb 13, 2019
Q4 2018
|
Us Bancorp \De\
|
SELL
|
- |
-11- 0.88% |
$719 - $793
|
1.24K
$121K
|
|
|
Sep 07, 2021
Q4 2018
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 0.18% |
$915 - $1.01K
|
7.59K
$738K
|
|
|
Feb 11, 2019
Q4 2018
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-15- 0.32% |
$980 - $1.08K
|
4.64K
$451K
|
|
|
Jan 24, 2019
Q4 2018
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-30- 0.19% |
$1.96K - $2.16K
|
15.5K
$1.51M
|
|
|
Feb 11, 2019
Q4 2018
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 2.93% |
$3.27K - $3.6K
|
1.66K
$161K
|
|
|
Feb 13, 2019
Q4 2018
|
Everett Harris & CO
|
SELL
|
- |
-65- 0.36% |
$4.25K - $4.69K
|
18K
$1.75M
|
|
|
Jan 17, 2019
Q4 2018
|
Evanson Asset Management, LLC
|
SELL
|
- |
-70- 0.72% |
$4.57K - $5.05K
|
9.6K
$933K
|
|
|
Feb 04, 2019
Q4 2018
|
Arrow Financial Corp
|
SELL
|
- |
-85- 26.56% |
$5.55K - $6.13K
|
235
$22.8K
|
|
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100Closed |
$6.53K - $7.21K
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Ifp Advisors, Inc
|
SELL
|
- |
-118- 10.59% |
$7.71K - $8.51K
|
996
$96.8K
|
|
|
Jan 15, 2019
Q4 2018
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-126- 2.1% |
$8.23K - $9.08K
|
5.86K
$570K
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-184Closed |
$12K - $13.3K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
New Capital Management LP
|
SELL
|
- |
-223Closed |
$14.6K - $16.1K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Murphy Capital Management Inc
|
SELL
|
- |
-235- 4.61% |
$15.4K - $16.9K
|
4.86K
$472K
|
|
|
Jan 17, 2019
Q4 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-395- 6.4% |
$25.8K - $28.5K
|
5.78K
$561K
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-400Closed |
$26.1K - $28.8K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-410Closed |
$26.8K - $29.6K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-527- 2.36% |
$34.4K - $38K
|
21.8K
$2.12M
|
|
|
Feb 05, 2019
Q4 2018
|
Family Firm, Inc.
|
SELL
|
- |
-630- 4.35% |
$41.2K - $45.4K
|
13.9K
$1.35M
|
|
|
Feb 14, 2019
Q4 2018
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-901- 1.34% |
$58.9K - $65K
|
66.4K
$6.46M
|
|
|
Jan 15, 2019
Q4 2018
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-954Closed |
$62.3K - $68.8K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.2KClosed |
$78.4K - $86.5K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.52K- 13.22% |
$99.2K - $109K
|
9.96K
$969K
|
|
|
Feb 13, 2019
Q4 2018
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.6KClosed |
$170K - $188K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-4.39K- 1.51% |
$286K - $316K
|
285K
$27.7M
|
|
|
Feb 11, 2019
Q4 2018
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.61K- 26.51% |
$367K - $405K
|
15.6K
$1.51M
|
|
|
Feb 01, 2019
Q4 2018
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.95KClosed |
$454K - $501K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.1K- 79.15% |
$922K - $1.02M
|
3.72K
$361K
|
|
|
Feb 11, 2019
Q4 2018
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.6KClosed |
$1.08M - $1.19M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.4K- 27.48% |
$1.27M - $1.4M
|
51.2K
$4.98M
|
|
|
Feb 14, 2019
Q4 2018
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-39.9K- 99.73% |
$2.61M - $2.88M
|
110
$10.7K
|
|
|
Feb 14, 2019
Q4 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-59.8K- 83.97% |
$3.91M - $4.31M
|
11.4K
$1.11M
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-210KClosed |
$13.7M - $15.2M
|
0
$0
|