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
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
80+ 101.27% |
$5.89K - $6.58K
|
159
$15.8K
|
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
BUY
|
- |
75+ 100.0% |
$5.52K - $6.16K
|
150
$14.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
70New |
$5.15K - $5.75K
|
70
$6.94K
|
|
|
Jan 21, 2021
Q4 2020
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
70New |
$5.15K - $5.75K
|
70
$6.94K
|
|
|
Feb 16, 2021
Q4 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
59+ 98.33% |
$4.34K - $4.85K
|
119
$11.8K
|
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
57+ 100.0% |
$4.2K - $4.68K
|
114
$11.3K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
56New |
$4.12K - $4.6K
|
56
$5.55K
|
|
|
Feb 11, 2021
Q4 2020
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
52New |
$3.83K - $4.27K
|
52
$5.16K
|
|
|
Feb 18, 2021
Q4 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
50+ 100.0% |
$3.68K - $4.11K
|
100
$9.92K
|
|
|
Feb 05, 2021
Q4 2020
|
Tortoise Investment Management, LLC
|
BUY
|
- |
48+ 100.0% |
$3.53K - $3.95K
|
96
$9.52K
|
|
|
Feb 08, 2021
Q4 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
45+ 102.27% |
$3.31K - $3.7K
|
89
$8.83K
|
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 100.0% |
$2.94K - $3.29K
|
80
$7.94K
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32+ 103.23% |
$2.36K - $2.63K
|
63
$6.25K
|
|
|
Feb 05, 2021
Q4 2020
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
31+ 100.0% |
$2.28K - $2.55K
|
62
$6.15K
|
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20+ 100.0% |
$1.47K - $1.64K
|
40
$3.97K
|
|
|
Feb 08, 2021
Q4 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 100.0% |
$736 - $822
|
20
$1.98K
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-16Closed |
$1.18K - $1.32K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
$7.36K - $8.22K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-153Closed |
$11.3K - $12.6K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-202Closed |
$14.9K - $16.6K
|
0
$0
|
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-234- 63.93% |
$17.2K - $19.2K
|
132
$13.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-256Closed |
$18.8K - $21K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-256- 30.01% |
$18.8K - $21K
|
597
$59.2K
|
|
|
Jan 20, 2021
Q4 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-330Closed |
$24.3K - $27.1K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-359- 4.35% |
$26.4K - $29.5K
|
7.9K
$783K
|
|
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-400- 12.58% |
$29.4K - $32.9K
|
2.78K
$276K
|
|
|
Feb 03, 2021
Q4 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-430Closed |
$31.7K - $35.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-606Closed |
$44.6K - $49.8K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.69KClosed |
$125K - $139K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.72K- 24.5% |
$126K - $141K
|
5.29K
$525K
|
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.2KClosed |
$162K - $181K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.28KClosed |
$388K - $434K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-5.71K- 88.5% |
$420K - $469K
|
741
$73.5K
|
|
|
Jan 19, 2021
Q4 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-7.14KClosed |
$526K - $587K
|
0
$0
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.68K- 87.56% |
$565K - $631K
|
1.09K
$108K
|
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.66K- 40.31% |
$637K - $712K
|
12.8K
$1.27M
|
|
|
Feb 16, 2021
Q4 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.32K- 37.54% |
$686K - $766K
|
15.5K
$1.54M
|
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22KClosed |
$1.62M - $1.81M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-55.8K- 95.22% |
$4.11M - $4.59M
|
2.8K
$278K
|