Purchases and Sales Made in Q4 2020 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 2020. 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 11, 2021
Q4 2020
|
Destination Wealth Management
|
BUY
|
- |
321K+ 103.94% |
$23.6M - $26.4M
|
630K
$60.7M
|
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.4K+ 88.88% |
$7.24M - $8.09M
|
209K
$20.2M
|
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
91.2K+ 91.97% |
$6.72M - $7.5M
|
190K
$18.4M
|
|
|
Jul 17, 2024
Q4 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
81.7K+ 96.12% |
$6.01M - $6.72M
|
167K
$16.1M
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
60.3K+ 55.76% |
$4.44M - $4.96M
|
168K
$16.2M
|
|
|
Jan 21, 2021
Q4 2020
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
59.8K+ 90.85% |
$4.4M - $4.91M
|
126K
$12.1M
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.4K+ 105.19% |
$4.01M - $4.47M
|
106K
$10.2M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.4K+ 116.89% |
$2.54M - $2.83M
|
63.9K
$6.16M
|
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.8K+ 91.1% |
$2.2M - $2.45M
|
62.6K
$6.03M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.5K+ 83.7% |
$1.95M - $2.18M
|
58.1K
$5.6M
|
|
|
Feb 17, 2021
Q4 2020
|
Imc Chicago, LLC
|
BUY
|
- |
25.6K+ 134.68% |
$1.88M - $2.1M
|
44.6K
$4.3M
|
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
21.8K+ 91.1% |
$1.61M - $1.79M
|
45.7K
$4.41M
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21K+ 741.55% |
$1.55M - $1.73M
|
23.8K
$2.3M
|
|
|
Feb 05, 2021
Q4 2020
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
20.7KNew |
$1.52M - $1.7M
|
20.7K
$1.99M
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.6K+ 105.44% |
$1.44M - $1.61M
|
38.1K
$3.67M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.1K+ 87.43% |
$1.41M - $1.57M
|
41K
$3.95M
|
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18K+ 95.32% |
$1.32M - $1.48M
|
36.9K
$3.55M
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 154.14% |
$1.32M - $1.47M
|
29.6K
$2.85M
|
|
|
Feb 04, 2021
Q4 2020
|
Everett Harris & CO
|
BUY
|
- |
17.8K+ 101.14% |
$1.31M - $1.46M
|
35.3K
$3.41M
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
17.1K+ 132.05% |
$1.26M - $1.41M
|
30K
$2.9M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.7KNew |
$1.23M - $1.37M
|
16.7K
$1.61M
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.7K+ 100.83% |
$1.15M - $1.29M
|
31.2K
$3.01M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.3K+ 98.23% |
$1.12M - $1.26M
|
30.8K
$2.97M
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15K+ 99.04% |
$1.1M - $1.23M
|
30.1K
$2.9M
|
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
14.4K+ 122.39% |
$1.06M - $1.19M
|
26.2K
$2.53M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4K+ 226.13% |
$1.06M - $1.18M
|
20.7K
$2M
|
|
|
Jan 29, 2021
Q4 2020
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
14.2K+ 100.0% |
$1.05M - $1.17M
|
28.4K
$2.74M
|
|
|
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 95.82% |
$973K - $1.09M
|
27K
$2.6M
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.6K+ 117.17% |
$930K - $1.04M
|
23.4K
$2.26M
|
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 109.47% |
$919K - $1.03M
|
23.9K
$2.3M
|
|
|
Jan 28, 2021
Q4 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
12.4K+ 93.96% |
$915K - $1.02M
|
25.7K
$2.48M
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 28.87% |
$909K - $1.02M
|
55.1K
$5.32M
|
|
|
Jan 29, 2021
Q4 2020
|
Tranquility Partners, LLC
|
BUY
|
- |
11.6KNew |
$857K - $957K
|
11.6K
$1.12M
|
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 103.63% |
$850K - $949K
|
22.7K
$2.19M
|
|
|
Feb 18, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 1474.36% |
$804K - $898K
|
11.7K
$1.12M
|
|
|
Feb 05, 2021
Q4 2020
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
10.6K+ 103.31% |
$779K - $870K
|
20.8K
$2.01M
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 100.0% |
$775K - $865K
|
21K
$2.03M
|
|
|
Jan 20, 2021
Q4 2020
|
Family Firm, Inc.
|
BUY
|
- |
10.3K+ 87.65% |
$758K - $847K
|
22.1K
$2.13M
|
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 84.42% |
$758K - $846K
|
22.5K
$2.17M
|
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.96K+ 250.13% |
$660K - $737K
|
12.5K
$1.21M
|
|
|
Feb 16, 2021
Q4 2020
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.61KNew |
$634K - $708K
|
8.61K
$830K
|
|
|
Feb 12, 2021
Q4 2020
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
8.18KNew |
$602K - $673K
|
8.18K
$789K
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.56K+ 104.23% |
$557K - $622K
|
14.8K
$1.43M
|
|
|
Feb 09, 2021
Q4 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7.2K+ 99.38% |
$530K - $591K
|
14.4K
$1.39M
|
|
|
Feb 08, 2021
Q4 2020
|
Simmons Bank
|
BUY
|
- |
6.89K+ 98.85% |
$507K - $566K
|
13.9K
$1.34M
|
|
|
Feb 01, 2021
Q4 2020
|
First Citizens Financial Corp
|
BUY
|
- |
6.57K+ 103.43% |
$483K - $540K
|
12.9K
$1.25M
|
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
BUY
|
- |
5.82K+ 115.33% |
$428K - $478K
|
10.9K
$1.05M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.44K+ 96.66% |
$401K - $447K
|
11.1K
$1.07M
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.21K+ 19.69% |
$383K - $428K
|
31.6K
$3.05M
|
|
|
Jan 21, 2021
Q4 2020
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.2K+ 100.0% |
$383K - $427K
|
10.4K
$1M
|