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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
500New |
$39.8K - $45.6K
|
500
$48.5K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
415+ 5.73% |
$33K - $37.8K
|
7.66K
$743K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
407+ 2.35% |
$32.4K - $37.1K
|
17.7K
$1.72M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
400New |
$31.8K - $36.4K
|
400
$38.8K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
310New |
$24.7K - $28.2K
|
310
$30K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300New |
$23.9K - $27.3K
|
300
$29.1K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
282+ 1.36% |
$22.4K - $25.7K
|
21K
$2.04M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
263+ 1.68% |
$20.9K - $24K
|
15.9K
$1.54M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
231+ 1.08% |
$18.4K - $21K
|
21.7K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
204+ 4.55% |
$16.2K - $18.6K
|
4.68K
$454K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
201+ 2.75% |
$16K - $18.3K
|
7.51K
$728K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
200New |
$15.9K - $18.2K
|
200
$19.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
199+ 0.96% |
$15.8K - $18.1K
|
20.9K
$2.02M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
188+ 0.65% |
$15K - $17.1K
|
29.2K
$2.83M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
183New |
$14.6K - $16.7K
|
183
$17.7K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
150New |
$11.9K - $13.7K
|
150
$14.5K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
136+ 2.45% |
$10.8K - $12.4K
|
5.68K
$550K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 27.78% |
$7.96K - $9.11K
|
460
$44.6K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
43+ 0.62% |
$3.42K - $3.92K
|
6.97K
$676K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
35+ 1.3% |
$2.78K - $3.19K
|
2.74K
$265K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
34+ 1.3% |
$2.71K - $3.1K
|
2.65K
$257K
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
27+ 0.79% |
$2.15K - $2.46K
|
3.45K
$334K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14+ 0.16% |
$1.11K - $1.28K
|
8.78K
$850K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.6% |
$875 - $1K
|
1.85K
$179K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
9+ 7.56% |
$716 - $820
|
128
$12.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7+ 0.08% |
$557 - $638
|
9.24K
$895K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.59% |
$477 - $547
|
1.03K
$99.8K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.07% |
$398 - $456
|
7.06K
$684K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.57% |
$239 - $273
|
525
$50.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.22% |
$239 - $273
|
1.36K
$132K
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
2+ 0.71% |
$159 - $182
|
282
$27.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.54% |
$159 - $182
|
369
$35.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.26% |
$159 - $182
|
757
$73.4K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.05% |
$159 - $182
|
3.89K
$376K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.71% |
$159 - $182
|
282
$27.3K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.61% |
$79.6 - $91.1
|
164
$15.9K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 1.1% |
$79.6 - $91.1
|
92
$8.92K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.96% |
$79.6 - $91.1
|
52
$5.04K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 1.19% |
$79.6 - $91.1
|
85
$8.24K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2- 0.07% |
$159 - $182
|
2.86K
$277K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.18% |
$159 - $182
|
1.09K
$105K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2- 0.09% |
$159 - $182
|
2.32K
$225K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-7- 3.08% |
$557 - $638
|
220
$21.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-16- 0.22% |
$1.27K - $1.46K
|
7.31K
$708K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.2% |
$1.51K - $1.73K
|
9.58K
$928K
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-23- 0.6% |
$1.83K - $2.1K
|
3.82K
$370K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-42Closed |
$3.34K - $3.83K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-46- 0.04% |
$3.66K - $4.19K
|
123K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-54- 5.63% |
$4.3K - $4.92K
|
906
$87.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
SELL
|
- |
-60- 1.08% |
$4.77K - $5.47K
|
5.48K
$531K
|