Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
394K+ 654.28% |
$31.4M - $35.9M
|
455K
$43.4M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
371K+ 7480.56% |
$29.5M - $33.8M
|
376K
$35.8M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
205K+ 100.53% |
$16.3M - $18.7M
|
409K
$39M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
90.3KNew |
$7.18M - $8.22M
|
90.3K
$8.61M
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
60.5KNew |
$4.81M - $5.51M
|
60.5K
$5.77M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
57.9K+ 515.47% |
$4.61M - $5.27M
|
69.1K
$6.59M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.2K+ 52.98% |
$4.55M - $5.21M
|
165K
$15.7M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.1K+ 17.34% |
$4.31M - $4.93M
|
366K
$34.9M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.3K+ 150.52% |
$3.52M - $4.03M
|
73.7K
$7.03M
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
13.6KNew |
$1.08M - $1.24M
|
13.6K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.5KNew |
$998K - $1.14M
|
12.5K
$1.2M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.8K+ 32.35% |
$861K - $986K
|
44.3K
$4.22M
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10.1KNew |
$800K - $916K
|
10.1K
$959K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.73K+ 78.99% |
$774K - $886K
|
22K
$2.1M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.7KNew |
$692K - $793K
|
8.7K
$830K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.14K+ 4.01% |
$648K - $742K
|
211K
$20.1M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.47KNew |
$515K - $590K
|
6.47K
$618K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.31K+ 7.24% |
$423K - $484K
|
78.6K
$7.5M
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.23KNew |
$416K - $477K
|
5.23K
$499K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.89K+ 113.3% |
$389K - $446K
|
9.21K
$878K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.65K+ 99.64% |
$370K - $424K
|
9.32K
$889K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.5KNew |
$358K - $410K
|
4.5K
$429K
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.73KNew |
$297K - $340K
|
3.73K
$356K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.28K+ 724.94% |
$261K - $299K
|
3.74K
$357K
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.23KNew |
$257K - $295K
|
3.23K
$308K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.1KNew |
$247K - $282K
|
3.1K
$296K
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.47KNew |
$197K - $225K
|
2.47K
$236K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.4KNew |
$191K - $219K
|
2.4K
$229K
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.34K+ 10.55% |
$186K - $213K
|
24.5K
$2.34M
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
BUY
|
- |
2.33K+ 21.46% |
$185K - $212K
|
13.2K
$1.26M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.24KNew |
$179K - $204K
|
2.24K
$214K
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.23KNew |
$178K - $204K
|
2.23K
$213K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.22KNew |
$177K - $203K
|
2.22K
$212K
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.2KNew |
$175K - $200K
|
2.2K
$210K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.82K+ 557.06% |
$144K - $165K
|
2.14K
$204K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
1.76K+ 4.19% |
$140K - $161K
|
43.8K
$4.18M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.67K+ 3.75% |
$133K - $152K
|
46.1K
$4.4M
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
1.28K+ 8.06% |
$102K - $117K
|
17.2K
$1.64M
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
1.21K+ 25.58% |
$96.5K - $111K
|
5.96K
$568K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
990+ 3.94% |
$78.8K - $90.2K
|
26.1K
$2.49M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
959+ 4.98% |
$76.3K - $87.4K
|
20.2K
$1.93M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
914+ 11.36% |
$72.7K - $83.3K
|
8.96K
$855K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
889+ 740.83% |
$70.7K - $81K
|
1.01K
$96.3K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
806New |
$64.1K - $73.4K
|
806
$76.9K
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
720New |
$57.3K - $65.6K
|
720
$68.7K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
717+ 17.56% |
$57K - $65.3K
|
4.8K
$458K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
700+ 5.59% |
$55.7K - $63.8K
|
13.2K
$1.26M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
538+ 8.23% |
$42.8K - $49K
|
7.07K
$675K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
500New |
$39.8K - $45.6K
|
500
$47.7K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
500+ 20.0% |
$39.8K - $45.6K
|
3K
$286K
|