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 10, 2020
Q4 2019
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-109- 2.95% |
$8.4K - $8.88K
|
3.59K
$362K
|
|
|
Jan 21, 2020
Q4 2019
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-110- 2.03% |
$8.48K - $8.97K
|
5.32K
$537K
|
|
|
Feb 06, 2020
Q4 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-112- 18.39% |
$8.63K - $9.13K
|
497
$50.1K
|
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-130- 0.66% |
$10K - $10.6K
|
19.6K
$1.98M
|
|
|
Jan 13, 2020
Q4 2019
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-139- 2.37% |
$10.7K - $11.3K
|
5.73K
$578K
|
|
|
Jan 17, 2020
Q4 2019
|
Good Life Advisors, LLC
|
SELL
|
- |
-146- 3.34% |
$11.3K - $11.9K
|
4.22K
$426K
|
|
|
Feb 10, 2020
Q4 2019
|
Arrow Financial Corp
|
SELL
|
- |
-160Closed |
$12.3K - $13K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-175Closed |
$13.5K - $14.3K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-186- 2.55% |
$14.3K - $15.2K
|
7.12K
$718K
|
|
|
Feb 04, 2020
Q4 2019
|
Family Firm, Inc.
|
SELL
|
- |
-218- 1.73% |
$16.8K - $17.8K
|
12.4K
$1.25M
|
|
|
Feb 07, 2020
Q4 2019
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-225- 2.87% |
$17.3K - $18.3K
|
7.61K
$767K
|
|
|
Feb 12, 2020
Q4 2019
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-264- 13.75% |
$20.3K - $21.5K
|
1.66K
$167K
|
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-267- 17.14% |
$20.6K - $21.8K
|
1.29K
$130K
|
|
|
Jan 27, 2020
Q4 2019
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-315- 2.15% |
$24.3K - $25.7K
|
14.3K
$1.45M
|
|
|
Jan 29, 2020
Q4 2019
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-357- 9.0% |
$27.5K - $29.1K
|
3.61K
$364K
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-371- 47.14% |
$28.6K - $30.2K
|
416
$42K
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-400- 14.84% |
$30.8K - $32.6K
|
2.3K
$231K
|
|
|
Aug 30, 2024
Q4 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-420- 39.44% |
$32.4K - $34.2K
|
645
$65K
|
|
|
Jan 13, 2020
Q4 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-500- 5.14% |
$38.5K - $40.8K
|
9.22K
$930K
|
|
|
Feb 18, 2020
Q4 2019
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-566- 19.42% |
$43.6K - $46.1K
|
2.35K
$237K
|
|
|
Feb 20, 2020
Q4 2019
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-758- 77.82% |
$58.4K - $61.8K
|
216
$21.8K
|
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-847Closed |
$65.3K - $69K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Weaver Consulting Group
|
SELL
|
- |
-883- 17.1% |
$68K - $72K
|
4.28K
$432K
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.04K- 32.89% |
$79.8K - $84.4K
|
2.11K
$213K
|
|
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 39.75% |
$85.2K - $90.1K
|
1.68K
$169K
|
|
|
Feb 21, 2020
Q4 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.54KClosed |
$119K - $126K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
M&T Bank Corp
|
SELL
|
- |
-1.79KClosed |
$138K - $146K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.84K- 13.81% |
$142K - $150K
|
11.5K
$1.16M
|
|
|
Jan 27, 2020
Q4 2019
|
Everett Harris & CO
|
SELL
|
- |
-1.84K- 10.62% |
$142K - $150K
|
15.5K
$1.56M
|
|
|
Feb 12, 2020
Q4 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.88K- 0.65% |
$145K - $153K
|
286K
$28.9M
|
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.12KClosed |
$163K - $172K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.32K- 1.92% |
$179K - $189K
|
119K
$12M
|
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.43K- 4.69% |
$187K - $198K
|
49.4K
$4.98M
|
|
|
Jan 17, 2020
Q4 2019
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.52KClosed |
$194K - $205K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.63KClosed |
$203K - $214K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.66KClosed |
$205K - $217K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-3.34KClosed |
$257K - $272K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Firestone Capital Management
|
SELL
|
- |
-3.6K- 90.0% |
$277K - $293K
|
400
$40.3K
|
|
|
Feb 11, 2020
Q4 2019
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-3.62KClosed |
$279K - $295K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.81K- 40.62% |
$293K - $310K
|
5.56K
$561K
|
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.55K- 29.49% |
$428K - $453K
|
13.3K
$1.34M
|
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.33K- 94.95% |
$642K - $679K
|
443
$44.7K
|
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.91K- 62.1% |
$764K - $808K
|
6.05K
$610K
|
|
|
Feb 12, 2020
Q4 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10K- 63.93% |
$772K - $817K
|
5.65K
$570K
|
|
|
Feb 13, 2020
Q4 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-11.2KClosed |
$866K - $915K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-11.8KClosed |
$911K - $964K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.6KClosed |
$970K - $1.03M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.5K- 51.24% |
$1.04M - $1.1M
|
12.9K
$1.3M
|