Purchases and Sales Made in Q4 2021 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 2021. 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 27, 2022 Q4 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
440
New
$34.8K - $38.9K
440 $42.4K
May 17, 2022 Q4 2021
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
396
New
$31.3K - $35K
396 $38.1K
Feb 03, 2022 Q4 2021
Northwestern Mutual Wealth Management CO

BUY
 -
394
+ 10.68%
$31.1K - $34.8K
4.08K $393K
Feb 10, 2022 Q4 2021
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
393
+ 1.8%
$31.1K - $34.8K
22.2K $2.14M
Feb 09, 2022 Q4 2021
Umb Bank, N.A.

BUY
 -
390
New
$30.8K - $34.5K
390 $37.5K
Jan 21, 2022 Q4 2021
Concord Wealth Partners

BUY
 -
367
New
$29K - $32.5K
367 $35.3K
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
352
+ 1.19%
$27.8K - $31.1K
29.9K $2.87M
Jan 27, 2022 Q4 2021
Fifth Third Securities, Inc.

BUY
 -
314
+ 1.38%
$24.8K - $27.8K
23K $2.21M
Feb 14, 2022 Q4 2021
Win Advisors, Inc

BUY
 -
227
New
$17.9K - $20.1K
227 $21.8K
Jan 26, 2022 Q4 2021
Lincoln National Corp

BUY
 -
152
+ 1.7%
$12K - $13.4K
9.07K $873K
Feb 02, 2022 Q4 2021
Family Firm, Inc.

BUY
 -
118
+ 0.53%
$9.32K - $10.4K
22.3K $2.15M
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

BUY
 -
104
+ 0.24%
$8.22K - $9.2K
44.2K $4.26M
Feb 08, 2022 Q4 2021
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
100
New
$7.9K - $8.84K
100 $9.63K
Nov 13, 2023 Q4 2021
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
100
New
$7.9K - $8.84K
100 $9.63K
Feb 10, 2022 Q4 2021
Carson Allaria Wealth Management, Ltd.

BUY
 -
84
New
$6.64K - $7.43K
84 $8.09K
Feb 14, 2022 Q4 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
60
+ 9.48%
$4.74K - $5.31K
693 $66.7K
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
BUY
 -
51
+ 3.75%
$4.03K - $4.51K
1.41K $136K
Jan 27, 2022 Q4 2021
Paragon Capital Management LTD

BUY
 -
42
New
$3.32K - $3.71K
42 $4.04K
Feb 15, 2022 Q4 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
39
+ 2.89%
$3.08K - $3.45K
1.39K $134K
Feb 09, 2022 Q4 2021
Holderness Investments CO

Greensboro, NC
BUY
 -
37
+ 0.18%
$2.92K - $3.27K
20.2K $1.94M
Feb 14, 2022 Q4 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
31
+ 0.72%
$2.45K - $2.74K
4.32K $415K
Jan 26, 2022 Q4 2021
Northwest Investment Counselors, LLC

BUY
 -
30
+ 0.34%
$2.37K - $2.65K
8.76K $843K
Feb 18, 2022 Q4 2021
Comerica Bank

BUY
 -
28
+ 0.35%
$2.21K - $2.48K
8.05K $775K
Feb 14, 2022 Q4 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
21
+ 0.65%
$1.66K - $1.86K
3.24K $312K
Feb 16, 2022 Q4 2021
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
12
New
$948 - $1.06K
12 $1.16K
Feb 14, 2022 Q4 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
10
+ 0.55%
$790 - $884
1.83K $177K
Feb 02, 2022 Q4 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
10
+ 0.15%
$790 - $884
6.68K $643K
Feb 02, 2022 Q4 2021
Bison Wealth, LLC

BUY
 -
8
+ 0.15%
$632 - $707
5.27K $507K
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

BUY
 -
6
+ 0.8%
$474 - $531
755 $72.7K
Jan 21, 2022 Q4 2021
Corbenic Partners LLC

BUY
 -
3
+ 1.08%
$237 - $265
280 $27K
Jan 21, 2022 Q4 2021
Allworth Financial LP

BUY
 -
2
+ 0.15%
$158 - $177
1.36K $130K
Jan 28, 2022 Q4 2021
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
2
+ 66.67%
$158 - $177
5 $481
Feb 14, 2022 Q4 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.62%
$79 - $88.4
163 $15.7K
Jan 31, 2022 Q4 2021
Focused Wealth Management, Inc

BUY
 -
1
+ 0.36%
$79 - $88.4
280 $27K
Feb 07, 2022 Q4 2021
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
1
+ 1.11%
$79 - $88.4
91 $8.76K
Feb 11, 2022 Q4 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-3
- 0.1%
$237 - $265
2.93K $282K
Feb 08, 2022 Q4 2021
Madden Advisory Services, Inc.

SELL
 -
-10
- 0.22%
$790 - $884
4.54K $437K
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-23
- 0.09%
$1.82K - $2.03K
25.6K $2.46M
Feb 02, 2022 Q4 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-50
Closed
$3.95K - $4.42K
0 $0
Jan 31, 2022 Q4 2021
Cwm, LLC

SELL
 -
-50
- 1.8%
$3.95K - $4.42K
2.73K $263K
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-50
Closed
$3.95K - $4.42K
0 $0
Feb 14, 2022 Q4 2021
Commerce Bank

Kansas City, MO
SELL
 -
-50
- 1.71%
$3.95K - $4.42K
2.87K $276K
Jan 10, 2022 Q4 2021
Murphy Capital Management Inc

SELL
 -
-54
- 0.74%
$4.27K - $4.78K
7.22K $695K
Feb 11, 2022 Q4 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-90
- 1.23%
$7.11K - $7.96K
7.25K $698K
Feb 01, 2022 Q4 2021
Field & Main Bank

SELL
 -
-90
- 1.6%
$7.11K - $7.96K
5.54K $533K
Feb 15, 2022 Q4 2021
Westside Investment Management, Inc.

SELL
 -
-100
- 21.74%
$7.9K - $8.84K
360 $34.7K
Feb 07, 2022 Q4 2021
Fort Washington Investment Advisors Inc

SELL
 -
-100
- 1.74%
$7.9K - $8.84K
5.66K $545K
Feb 07, 2022 Q4 2021
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-120
- 1.67%
$9.48K - $10.6K
7.05K $679K
Feb 09, 2022 Q4 2021
Washington Trust Bank

SELL
 -
-122
- 4.52%
$9.64K - $10.8K
2.58K $248K

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