Purchases and Sales Made in Q4 2019 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 2019. 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 14, 2020
Q4 2019
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
456KNew |
$35.1M - $37.2M
|
456K
$43.9M
|
|
Jan 23, 2020
Q4 2019
|
Spc Financial, Inc.
|
BUY
|
- |
83.5KNew |
$6.43M - $6.81M
|
83.5K
$8.04M
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.1K+ 203.38% |
$1.24M - $1.32M
|
24.1K
$2.32M
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
15.2K+ 321.18% |
$1.17M - $1.24M
|
19.9K
$1.92M
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
12.8KNew |
$984K - $1.04M
|
12.8K
$1.23M
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6K+ 14.07% |
$893K - $945K
|
94K
$9.05M
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 22.14% |
$883K - $934K
|
63.2K
$6.09M
|
|
Feb 12, 2020
Q4 2019
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
11KNew |
$846K - $895K
|
11K
$1.06M
|
|
Feb 10, 2020
Q4 2019
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.38KNew |
$722K - $764K
|
9.38K
$902K
|
|
Feb 07, 2020
Q4 2019
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.19KNew |
$631K - $667K
|
8.19K
$788K
|
|
Jan 13, 2020
Q4 2019
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.09K+ 8.42% |
$624K - $659K
|
104K
$10M
|
|
Feb 12, 2020
Q4 2019
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7.73KNew |
$596K - $630K
|
7.73K
$744K
|
|
Jan 13, 2020
Q4 2019
|
F3 Logic, LLC
|
BUY
|
- |
6.81K+ 35.91% |
$525K - $555K
|
25.8K
$2.48M
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.12K+ 37.0% |
$472K - $499K
|
22.7K
$2.18M
|
|
Jan 21, 2020
Q4 2019
|
First Citizens Financial Corp
|
BUY
|
- |
5.72KNew |
$441K - $466K
|
5.72K
$550K
|
|
Feb 14, 2020
Q4 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.49K+ 48.02% |
$423K - $447K
|
16.9K
$1.63M
|
|
Jul 28, 2020
Q4 2019
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.72KNew |
$363K - $384K
|
4.72K
$454K
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
4.34K+ 10.38% |
$334K - $353K
|
46.1K
$4.44M
|
|
Feb 18, 2020
Q4 2019
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.08KNew |
$314K - $332K
|
4.08K
$392K
|
|
Feb 07, 2020
Q4 2019
|
Comerica Bank
|
BUY
|
- |
4.01KNew |
$309K - $327K
|
4.01K
$386K
|
|
Feb 10, 2020
Q4 2019
|
Firestone Capital Management
|
BUY
|
- |
4KNew |
$308K - $326K
|
4K
$385K
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
3.93K+ 40.25% |
$303K - $321K
|
13.7K
$1.32M
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
BUY
|
- |
3.6KNew |
$277K - $293K
|
3.6K
$347K
|
|
Feb 14, 2020
Q4 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.47K+ 4.32% |
$267K - $282K
|
83.8K
$8.06M
|
|
Feb 07, 2020
Q4 2019
|
Independent Advisor Alliance
|
BUY
|
- |
3.21KNew |
$247K - $262K
|
3.21K
$309K
|
|
Jul 17, 2024
Q4 2019
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.79K+ 4.44% |
$215K - $227K
|
65.6K
$6.31M
|
|
Aug 05, 2021
Q4 2019
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.51KNew |
$193K - $204K
|
2.51K
$241K
|
|
Jan 23, 2020
Q4 2019
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.3KNew |
$177K - $187K
|
2.3K
$221K
|
|
Jan 24, 2020
Q4 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.24KNew |
$173K - $183K
|
2.24K
$216K
|
|
May 12, 2022
Q4 2019
|
True North Advisors, LLC
|
BUY
|
- |
2KNew |
$154K - $163K
|
2K
$193K
|
|
Feb 06, 2020
Q4 2019
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.83KNew |
$141K - $149K
|
1.83K
$176K
|
|
Jan 29, 2020
Q4 2019
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.74KNew |
$134K - $141K
|
1.74K
$167K
|
|
Feb 03, 2020
Q4 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.61K+ 5.77% |
$124K - $131K
|
29.5K
$2.84M
|
|
Feb 13, 2020
Q4 2019
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.54KNew |
$119K - $125K
|
1.54K
$148K
|
|
Feb 11, 2020
Q4 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
1.47KNew |
$113K - $120K
|
1.47K
$142K
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.44KNew |
$111K - $118K
|
1.44K
$139K
|
|
Jan 31, 2020
Q4 2019
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.35K+ 11.28% |
$104K - $110K
|
13.3K
$1.28M
|
|
Jan 24, 2020
Q4 2019
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.24KNew |
$95.5K - $101K
|
1.24K
$119K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.22KNew |
$93.8K - $99.2K
|
1.22K
$117K
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 94.92% |
$92.2K - $97.5K
|
2.46K
$236K
|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
1.11K+ 65.97% |
$85.2K - $90.1K
|
2.78K
$268K
|
|
Feb 06, 2020
Q4 2019
|
Cutler Group LP
|
BUY
|
- |
1.1KNew |
$84.8K - $89.7K
|
1.1K
$106K
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$77.8K - $82.2K
|
1.01K
$97.1K
|
|
Feb 07, 2020
Q4 2019
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
998New |
$76.9K - $81.3K
|
998
$96.1K
|
|
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
978+ 14.18% |
$75.4K - $79.7K
|
7.87K
$758K
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
843+ 5.94% |
$65K - $68.7K
|
15K
$1.45M
|
|
Jan 23, 2020
Q4 2019
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
804New |
$62K - $65.5K
|
804
$77.4K
|
|
Feb 14, 2020
Q4 2019
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
797New |
$61.4K - $65K
|
797
$76.7K
|
|
Feb 12, 2020
Q4 2019
|
Prospera Financial Services Inc
|
BUY
|
- |
754+ 2.97% |
$58.1K - $61.5K
|
26.1K
$2.52M
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
733+ 7.63% |
$56.5K - $59.7K
|
10.3K
$995K
|