Purchases and Sales Made in Q4 2020 in Ishares Tr U S Utils ETF (IDU)

IDU Quotes by TradingView

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
Jan 22, 2021 Q4 2020
Forvis Wealth Advisors, LLC

BUY
 -
5.15K
+ 96.66%
$379K - $423K
10.5K $1.02M
Feb 16, 2021 Q4 2020
Prudential Financial Inc

Newark, NJ
BUY
 -
5.1K
+ 117.89%
$375K - $419K
9.42K $916K
Jul 28, 2022 Q4 2020
Sanford Advisory Services, LLC

BUY
 -
5.09K
New
$375K - $419K
5.09K $495K
Jan 22, 2021 Q4 2020
Evanson Asset Management, LLC

BUY
 -
4.78K
+ 100.0%
$352K - $393K
9.56K $930K
Feb 11, 2021 Q4 2020
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.72K
+ 100.34%
$347K - $388K
9.42K $915K
Mar 26, 2021 Q4 2020
Bard Financial Services, Inc.

BUY
 -
4.7K
New
$346K - $386K
4.7K $457K
Jan 26, 2021 Q4 2020
Beam Wealth Advisors, Inc.

BUY
 -
4.65K
+ 69.62%
$342K - $382K
11.3K $1.1M
Jan 26, 2021 Q4 2020
Northwest Investment Counselors, LLC

BUY
 -
4.41K
+ 98.15%
$324K - $362K
8.9K $865K
Jan 28, 2021 Q4 2020
Comerica Bank

BUY
 -
4.01K
+ 100.0%
$295K - $330K
8.02K $780K
Feb 05, 2021 Q4 2020
Murphy Capital Management Inc

BUY
 -
3.79K
+ 100.0%
$279K - $311K
7.57K $736K
Feb 10, 2021 Q4 2020
D.A. Davidson & Co.

BUY
 -
3.69K
+ 98.14%
$272K - $303K
7.45K $725K
Feb 09, 2021 Q4 2020
Advisory Services Network, LLC

BUY
 -
3.64K
+ 108.01%
$268K - $299K
7.01K $681K
Feb 09, 2021 Q4 2020
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.51K
+ 89.49%
$258K - $288K
7.43K $722K
Jan 28, 2021 Q4 2020
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
3.44K
+ 100.38%
$253K - $282K
6.86K $667K
Jan 22, 2021 Q4 2020
Independence Bank Of Kentucky

BUY
 -
3.37K
+ 98.97%
$248K - $277K
6.78K $659K
Feb 11, 2021 Q4 2020
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.36K
+ 99.38%
$247K - $276K
6.73K $654K
Feb 25, 2021 Q4 2020
Field & Main Bank

BUY
 -
3.15K
+ 75.9%
$232K - $259K
7.3K $710K
Jan 14, 2021 Q4 2020
Advisors Management Group Inc

BUY
 -
3.1K
New
$228K - $255K
3.1K $301K
Jan 29, 2021 Q4 2020
First Heartland Consultants, Inc.

BUY
 -
3.1K
+ 95.26%
$228K - $255K
6.35K $617K
Feb 08, 2021 Q4 2020
Moloney Securities Asset Management, LLC

BUY
 -
3.08K
New
$226K - $253K
3.08K $299K
Feb 08, 2021 Q4 2020
Carl P. Sherr & Co., LLC

BUY
 -
3.03K
+ 64.25%
$223K - $249K
7.75K $754K
Feb 04, 2021 Q4 2020
Wbi Investments, Inc.

BUY
 -
3.01K
New
$222K - $247K
3.01K $293K
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
2.99K
+ 67.2%
$220K - $246K
7.44K $724K
Feb 11, 2021 Q4 2020
Bison Wealth, LLC

BUY
 -
2.9K
+ 100.24%
$213K - $238K
5.79K $563K
Feb 03, 2021 Q4 2020
Fort Washington Investment Advisors Inc

BUY
 -
2.9K
+ 100.0%
$213K - $238K
5.8K $564K
Feb 08, 2021 Q4 2020
Washington Trust Bank

BUY
 -
2.7K
New
$199K - $222K
2.7K $262K
Jan 12, 2021 Q4 2020
North Star Investment Management Corp.

Chicago, IL
BUY
 -
2.66K
+ 100.0%
$196K - $219K
5.33K $518K
Jan 28, 2021 Q4 2020
Madden Advisory Services, Inc.

BUY
 -
2.58K
+ 100.0%
$190K - $212K
5.15K $501K
Jan 21, 2021 Q4 2020
Clearwater Capital Advisors, LLC

BUY
 -
2.3K
+ 100.0%
$169K - $189K
4.59K $446K
Jan 29, 2021 Q4 2020
Weaver Consulting Group

BUY
 -
2.28K
+ 70.26%
$168K - $187K
5.52K $536K
Feb 10, 2021 Q4 2020
Capital Advisors, Ltd. LLC

BUY
 -
2.11K
+ 100.0%
$155K - $174K
4.22K $411K
Feb 12, 2021 Q4 2020
Brown Advisory Securities, LLC

BUY
 -
2.1K
+ 100.0%
$155K - $173K
4.2K $408K
Feb 12, 2021 Q4 2020
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
1.82K
+ 100.0%
$134K - $150K
3.64K $354K
Feb 09, 2021 Q4 2020
Comerica Securities,Inc.

BUY
 -
1.78K
+ 120.87%
$131K - $146K
3.25K $316K
Feb 12, 2021 Q4 2020
Northwestern Mutual Wealth Management CO

BUY
 -
1.75K
+ 85.43%
$129K - $144K
3.81K $370K
Feb 16, 2021 Q4 2020
55 I, LLC

Boston, MA
BUY
 -
1.71K
+ 118.31%
$126K - $140K
3.15K $306K
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.68K
+ 172.26%
$124K - $138K
2.66K $259K
Feb 09, 2021 Q4 2020
Commerce Bank

Kansas City, MO
BUY
 -
1.6K
+ 100.0%
$117K - $131K
3.19K $310K
Jan 29, 2021 Q4 2020
Stratos Wealth Partners, Ltd.

BUY
 -
1.59K
+ 82.74%
$117K - $131K
3.51K $342K
Feb 08, 2021 Q4 2020
Schnieders Capital Management LLC

BUY
 -
1.53K
+ 100.0%
$112K - $125K
3.05K $297K
Feb 05, 2021 Q4 2020
Ntv Asset Management LLC

BUY
 -
1.47K
+ 100.0%
$108K - $121K
2.94K $286K
Feb 09, 2021 Q4 2020
Blair William & CO

Chicago, IL
BUY
 -
1.43K
+ 100.0%
$105K - $117K
2.85K $277K
Feb 12, 2021 Q4 2020
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.4K
+ 176.7%
$103K - $115K
2.2K $214K
Feb 12, 2021 Q4 2020
Mather Group, Llc.

Chicago, IL
BUY
 -
1.37K
+ 100.0%
$101K - $113K
2.74K $267K
Feb 12, 2021 Q4 2020
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1.35K
+ 94.4%
$99.2K - $111K
2.78K $270K
Feb 02, 2021 Q4 2020
Glenview Trust CO

Louisville, KY
BUY
 -
1.29K
+ 94.16%
$95K - $106K
2.66K $259K
Jan 29, 2021 Q4 2020
Planned Solutions, Inc.

BUY
 -
1.11K
+ 100.0%
$81.5K - $91K
2.21K $215K
Mar 10, 2021 Q4 2020
Soa Wealth Advisors, Llc.

BUY
 -
1.09K
New
$80.2K - $89.6K
1.09K $106K
Feb 11, 2021 Q4 2020
Annapolis Financial Services, LLC

BUY
 -
974
New
$71.7K - $80.1K
974 $94.7K

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