Purchases and Sales Made in Q4 2021 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-124- 27.56% |
$9.8K - $11K
|
326
$32.9K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-136- 2.3% |
$10.7K - $12K
|
5.78K
$583K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-140- 3.65% |
$11.1K - $12.4K
|
3.7K
$373K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-153Closed |
$12.1K - $13.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-175- 2.29% |
$13.8K - $15.5K
|
7.46K
$752K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-183Closed |
$14.5K - $16.2K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-205Closed |
$16.2K - $18.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-248- 1.01% |
$19.6K - $21.9K
|
24.4K
$2.46M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-260- 3.43% |
$20.5K - $23K
|
7.31K
$738K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-343- 1.17% |
$27.1K - $30.3K
|
29K
$2.92M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-347- 2.14% |
$27.4K - $30.7K
|
15.9K
$1.6M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-390- 12.94% |
$30.8K - $34.5K
|
2.62K
$265K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-400Closed |
$31.6K - $35.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-401Closed |
$31.7K - $35.5K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-425- 5.78% |
$33.6K - $37.6K
|
6.93K
$699K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-440- 31.43% |
$34.8K - $38.9K
|
960
$96.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-450- 1.23% |
$35.6K - $39.8K
|
36.2K
$3.65M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-473- 4.7% |
$37.4K - $41.8K
|
9.6K
$968K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-485- 5.01% |
$38.3K - $42.9K
|
9.2K
$928K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-504Closed |
$39.8K - $44.6K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-590- 2.91% |
$46.6K - $52.2K
|
19.7K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-598- 4.63% |
$47.3K - $52.9K
|
12.3K
$1.24M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-613Closed |
$48.4K - $54.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-633- 7.96% |
$50K - $56K
|
7.32K
$738K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-662- 10.67% |
$52.3K - $58.5K
|
5.54K
$559K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-687Closed |
$54.3K - $60.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-700- 16.67% |
$55.3K - $61.9K
|
3.5K
$353K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-784- 64.74% |
$62K - $69.3K
|
427
$43.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-798- 10.7% |
$63.1K - $70.6K
|
6.66K
$671K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-800- 6.11% |
$63.2K - $70.7K
|
12.3K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-848- 2.43% |
$67K - $75K
|
34.1K
$3.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-928- 17.59% |
$73.3K - $82.1K
|
4.35K
$438K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.03K- 83.7% |
$81.2K - $90.8K
|
200
$20.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.08KClosed |
$85.1K - $95.2K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.16K- 5.33% |
$92K - $103K
|
20.7K
$2.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-1.3K- 3.93% |
$103K - $115K
|
31.7K
$3.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.35K- 6.1% |
$107K - $119K
|
20.7K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.42K- 20.62% |
$112K - $125K
|
5.45K
$549K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.54K- 24.79% |
$122K - $136K
|
4.67K
$471K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.57K- 14.57% |
$124K - $139K
|
9.23K
$931K
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.77K- 32.51% |
$140K - $156K
|
3.67K
$370K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.31K- 32.77% |
$183K - $204K
|
4.74K
$478K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.84KClosed |
$224K - $251K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.97K- 1.24% |
$234K - $262K
|
236K
$23.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.08K- 10.88% |
$323K - $361K
|
33.4K
$3.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-4.59K- 9.36% |
$362K - $406K
|
44.4K
$4.48M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.31K- 23.48% |
$419K - $469K
|
17.3K
$1.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.99K- 5.31% |
$473K - $530K
|
107K
$10.8M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.42K- 96.03% |
$666K - $745K
|
348
$35.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.58K- 22.58% |
$678K - $759K
|
29.4K
$2.97M
|