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 05, 2020
Q4 2019
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
681New |
$52.5K - $55.5K
|
681
$68.7K
|
|
Feb 27, 2020
Q4 2019
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
675New |
$52K - $55K
|
675
$68.1K
|
|
Feb 14, 2020
Q4 2019
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
669New |
$51.6K - $54.5K
|
669
$67.5K
|
|
Feb 27, 2020
Q4 2019
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
630New |
$48.5K - $51.3K
|
630
$63.5K
|
|
Feb 05, 2020
Q4 2019
|
Bison Wealth, LLC
|
BUY
|
- |
547+ 22.72% |
$42.2K - $44.6K
|
2.96K
$298K
|
|
Jan 31, 2020
Q4 2019
|
Financial Advisory Service, Inc.
|
BUY
|
- |
490New |
$37.8K - $39.9K
|
490
$49.4K
|
|
May 05, 2020
Q4 2019
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
396New |
$30.5K - $32.3K
|
396
$39.9K
|
|
Jan 22, 2020
Q4 2019
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
344+ 0.53% |
$26.5K - $28K
|
65.8K
$6.64M
|
|
Feb 05, 2020
Q4 2019
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
318+ 2.08% |
$24.5K - $25.9K
|
15.6K
$1.58M
|
|
Feb 11, 2020
Q4 2019
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
303+ 22.3% |
$23.3K - $24.7K
|
1.66K
$168K
|
|
Feb 03, 2020
Q4 2019
|
Atticus Wealth Management, LLC
|
BUY
|
- |
278New |
$21.4K - $22.7K
|
278
$28K
|
|
Feb 07, 2020
Q4 2019
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
276New |
$21.3K - $22.5K
|
276
$27.8K
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
269New |
$20.7K - $21.9K
|
269
$27.1K
|
|
Feb 14, 2020
Q4 2019
|
Stephens Inc
|
BUY
|
- |
242+ 1.03% |
$18.6K - $19.7K
|
23.6K
$2.38M
|
|
Feb 11, 2020
Q4 2019
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
232+ 1.62% |
$17.9K - $18.9K
|
14.5K
$1.46M
|
|
Feb 12, 2020
Q4 2019
|
Advisor Net Financial, Inc
|
BUY
|
- |
229+ 33.43% |
$17.6K - $18.7K
|
914
$92.2K
|
|
Feb 10, 2020
Q4 2019
|
Patriot Investment Management Inc.
|
BUY
|
- |
220+ 11.49% |
$17K - $17.9K
|
2.14K
$215K
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
204+ 70.59% |
$15.7K - $16.6K
|
493
$49.7K
|
|
Feb 07, 2020
Q4 2019
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
160New |
$12.3K - $13K
|
160
$16.1K
|
|
Jan 17, 2020
Q4 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
155+ 1.21% |
$11.9K - $12.6K
|
13K
$1.31M
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153+ 5.33% |
$11.8K - $12.5K
|
3.02K
$305K
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
115+ 22.2% |
$8.86K - $9.37K
|
633
$63.8K
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
110New |
$8.48K - $8.97K
|
110
$11.1K
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
110+ 9.16% |
$8.48K - $8.97K
|
1.31K
$132K
|
|
Feb 04, 2020
Q4 2019
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
103New |
$7.94K - $8.39K
|
103
$10.4K
|
|
Feb 14, 2020
Q4 2019
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$7.71K - $8.15K
|
100
$10.1K
|
|
Jan 31, 2020
Q4 2019
|
Independence Bank Of Kentucky
|
BUY
|
- |
85+ 3.24% |
$6.55K - $6.93K
|
2.71K
$273K
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
80+ 3.46% |
$6.16K - $6.52K
|
2.39K
$241K
|
|
Feb 07, 2020
Q4 2019
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
77+ 2.57% |
$5.93K - $6.28K
|
3.07K
$310K
|
|
Feb 14, 2020
Q4 2019
|
Fifth Third Bancorp
|
BUY
|
- |
68New |
$5.24K - $5.54K
|
68
$6.86K
|
|
Jan 24, 2020
Q4 2019
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 0.89% |
$2.31K - $2.45K
|
3.41K
$344K
|
|
Feb 14, 2020
Q4 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30+ 1.79% |
$2.31K - $2.45K
|
1.71K
$172K
|
|
Feb 14, 2020
Q4 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
26+ 1.51% |
$2K - $2.12K
|
1.75K
$176K
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20New |
$1.54K - $1.63K
|
20
$2.02K
|
|
Feb 25, 2020
Q4 2019
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16New |
$1.23K - $1.3K
|
16
$1.61K
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10+ 0.22% |
$771 - $815
|
4.46K
$450K
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
8+ 0.8% |
$616 - $652
|
1.01K
$102K
|
|
Feb 13, 2020
Q4 2019
|
Imc Chicago, LLC
|
BUY
|
- |
6+ 0.02% |
$462 - $489
|
27.7K
$2.79M
|
|
Feb 14, 2020
Q4 2019
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4New |
$308 - $326
|
4
$403
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.68% |
$231 - $245
|
442
$44.6K
|
|
Feb 05, 2020
Q4 2019
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.24% |
$231 - $245
|
1.28K
$129K
|
|
Feb 05, 2020
Q4 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3New |
$231 - $245
|
3
$303
|
|
Feb 03, 2020
Q4 2019
|
Field & Main Bank
|
SELL
|
- |
-10- 0.14% |
$771 - $815
|
7.23K
$729K
|
|
Feb 18, 2020
Q4 2019
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38- 0.55% |
$2.93K - $3.1K
|
6.83K
$688K
|
|
Feb 13, 2020
Q4 2019
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-50- 4.88% |
$3.85K - $4.08K
|
975
$98.3K
|
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 1.31% |
$3.85K - $4.08K
|
3.76K
$379K
|
|
Feb 03, 2020
Q4 2019
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-50- 1.69% |
$3.85K - $4.08K
|
2.9K
$292K
|
|
Jan 17, 2020
Q4 2019
|
Altium Wealth Management LLC
|
SELL
|
- |
-59- 2.54% |
$4.55K - $4.81K
|
2.27K
$229K
|
|
Feb 14, 2020
Q4 2019
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-63- 3.8% |
$4.85K - $5.13K
|
1.6K
$161K
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 0.53% |
$6.55K - $6.93K
|
16.1K
$1.62M
|