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 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
896+ 100.0% |
$66K - $73.6K
|
1.79K
$174K
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
886New |
$65.2K - $72.8K
|
886
$86.1K
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
886New |
$65.2K - $72.8K
|
886
$86.1K
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
869+ 100.0% |
$64K - $71.4K
|
1.74K
$169K
|
|
Feb 08, 2021
Q4 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
804+ 100.0% |
$59.2K - $66.1K
|
1.61K
$156K
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
796New |
$58.6K - $65.4K
|
796
$77.4K
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
659+ 100.3% |
$48.5K - $54.2K
|
1.32K
$128K
|
|
Feb 16, 2021
Q4 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
520+ 41.04% |
$38.3K - $42.7K
|
1.79K
$174K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
490+ 100.0% |
$36.1K - $40.3K
|
980
$95.3K
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
478+ 100.0% |
$35.2K - $39.3K
|
956
$92.9K
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
471+ 30.76% |
$34.7K - $38.7K
|
2K
$195K
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
431New |
$31.7K - $35.4K
|
431
$41.9K
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
421+ 117.93% |
$31K - $34.6K
|
778
$75.6K
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
400+ 14.39% |
$29.4K - $32.9K
|
3.18K
$309K
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
373+ 100.54% |
$27.5K - $30.7K
|
744
$72.3K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
352+ 100.0% |
$25.9K - $28.9K
|
704
$68.4K
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
336+ 100.0% |
$24.7K - $27.6K
|
672
$65.3K
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
335+ 100.0% |
$24.7K - $27.5K
|
670
$65.1K
|
|
Jan 29, 2021
Q4 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
303+ 101.68% |
$22.3K - $24.9K
|
601
$58.4K
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
BUY
|
- |
300+ 100.0% |
$22.1K - $24.7K
|
600
$58.3K
|
|
Jan 20, 2021
Q4 2020
|
Atticus Wealth Management, LLC
|
BUY
|
- |
288+ 101.05% |
$21.2K - $23.7K
|
573
$55.7K
|
|
Jan 26, 2021
Q4 2020
|
Ironwood Financial, LLC
|
BUY
|
- |
252+ 100.0% |
$18.5K - $20.7K
|
504
$49K
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
248New |
$18.3K - $20.4K
|
248
$24.1K
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
236+ 69.01% |
$17.4K - $19.4K
|
578
$56.2K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
235+ 100.0% |
$17.3K - $19.3K
|
470
$45.7K
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
230+ 100.0% |
$16.9K - $18.9K
|
460
$44.7K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
210+ 100.0% |
$15.5K - $17.3K
|
420
$40.8K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
208New |
$15.3K - $17.1K
|
208
$20.2K
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
203+ 94.42% |
$14.9K - $16.7K
|
418
$40.6K
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 100.0% |
$14.7K - $16.4K
|
400
$38.9K
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200+ 100.0% |
$14.7K - $16.4K
|
400
$38.9K
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
187+ 82.38% |
$13.8K - $15.4K
|
414
$40.2K
|
|
Feb 25, 2021
Q4 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
160+ 100.0% |
$11.8K - $13.2K
|
320
$31.1K
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
BUY
|
- |
150+ 100.0% |
$11K - $12.3K
|
300
$29.2K
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
150+ 54.35% |
$11K - $12.3K
|
426
$41.4K
|
|
Jan 27, 2021
Q4 2020
|
James Investment Research Inc
|
BUY
|
- |
145+ 100.0% |
$10.7K - $11.9K
|
290
$28.2K
|
|
Feb 03, 2021
Q4 2020
|
Focused Wealth Management, Inc
|
BUY
|
- |
137+ 100.74% |
$10.1K - $11.3K
|
273
$26.5K
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
130New |
$9.57K - $10.7K
|
130
$12.6K
|
|
Jan 15, 2021
Q4 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
110+ 100.0% |
$8.1K - $9.04K
|
220
$21.4K
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
110+ 100.0% |
$8.1K - $9.04K
|
220
$21.4K
|
|
Feb 04, 2021
Q4 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
107+ 100.0% |
$7.88K - $8.79K
|
214
$20.8K
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
104+ 100.0% |
$7.66K - $8.55K
|
208
$20.2K
|
|
Jan 22, 2021
Q4 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100New |
$7.36K - $8.22K
|
100
$9.72K
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 100.0% |
$7.36K - $8.22K
|
200
$19.4K
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 100.0% |
$7.36K - $8.22K
|
200
$19.4K
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
97+ 312.9% |
$7.14K - $7.97K
|
128
$12.4K
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
95+ 100.0% |
$6.99K - $7.81K
|
190
$18.5K
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
91+ 98.91% |
$6.7K - $7.48K
|
183
$17.8K
|
|
Jan 27, 2021
Q4 2020
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
85+ 100.0% |
$6.26K - $6.99K
|
170
$16.5K
|
|
Feb 05, 2021
Q4 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
83+ 100.0% |
$6.11K - $6.82K
|
166
$16.1K
|