Latest Institutional Transactions on Ishares Tr U S Utils ETF (IDU)
This table provides information on the latest institutional transactions involving Ishares Tr U S Utils ETF (IDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.66KClosed |
$93.6K - $147K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-3.21KClosed |
$181K - $284K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-16Closed |
$904 - $1.42K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-269Closed |
$15.2K - $23.8K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.24KClosed |
$127K - $198K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.28KClosed |
$72.3K - $113K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.74KClosed |
$98K - $154K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-630Closed |
$35.6K - $55.8K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7.73KClosed |
$437K - $685K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.24KClosed |
$70K - $110K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.28KClosed |
$72.5K - $114K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 21, 2020
Q4 2019
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.54KClosed |
$119K - $126K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-3.34KClosed |
$257K - $272K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-371- 47.14% |
$28.6K - $30.2K
|
416
$40.3K
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-11.8KClosed |
$911K - $964K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Arrow Financial Corp
|
SELL
|
- |
-160Closed |
$12.3K - $13K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-175Closed |
$13.5K - $14.3K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.52KClosed |
$194K - $205K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.2KClosed |
$239K - $261K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.42KClosed |
$106K - $116K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-23.5KClosed |
$1.75M - $1.91M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-263Closed |
$19.7K - $21.5K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-117Closed |
$8.74K - $9.55K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-250Closed |
$18.7K - $20.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-19.4KClosed |
$1.4M - $1.5M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-100Closed |
$7.22K - $7.71K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-99Closed |
$7.14K - $7.63K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-991Closed |
$71.5K - $76.4K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-166Closed |
$12K - $12.8K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-673Closed |
$48.6K - $51.9K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Grimes & Company, Inc.
|
SELL
|
- |
-112KClosed |
$8.07M - $8.62M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-767Closed |
$50.5K - $57.2K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-16- 94.12% |
$1.05K - $1.19K
|
1
$96.9
|
|
|
May 13, 2019
Q1 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-431Closed |
$28.4K - $32.2K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-66.4KClosed |
$4.37M - $4.95M
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.1KClosed |
$1.06M - $1.2M
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-410Closed |
$26.8K - $29.6K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.2KClosed |
$78.4K - $86.5K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-400Closed |
$26.1K - $28.8K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.95KClosed |
$454K - $501K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
New Capital Management LP
|
SELL
|
- |
-223Closed |
$14.6K - $16.1K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 21, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-954K- 99.44% |
$62.4M - $66.1M
|
5.38K
$521K
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-98Closed |
$6.41K - $6.79K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-31Closed |
$2.03K - $2.15K
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.3KClosed |
$1M - $1.06M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 07, 2018
Q2 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.96KClosed |
$183K - $196K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.1KClosed |
$686K - $734K
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-250Closed |
$15.4K - $16.5K
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Nelson Capital Management, LLC
|
SELL
|
- |
-200Closed |
$12.3K - $13.2K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Oct 29, 2018
Q1 2018
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-1.56KClosed |
$93.6K - $103K
|
0
$0
|
|