Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34- 0.12% |
$2.68K - $3.19K
|
29.1K
$2.82M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-35- 1.28% |
$2.76K - $3.29K
|
2.7K
$262K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-37- 0.75% |
$2.92K - $3.47K
|
4.88K
$473K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-43- 0.62% |
$3.39K - $4.04K
|
6.93K
$671K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-45- 0.19% |
$3.55K - $4.23K
|
24.2K
$2.35M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-50- 19.61% |
$3.94K - $4.69K
|
205
$19.9K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54- 1.95% |
$4.26K - $5.07K
|
2.71K
$263K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-64- 1.26% |
$5.05K - $6.01K
|
5.02K
$487K
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-65- 0.41% |
$5.13K - $6.1K
|
15.9K
$1.54M
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-74- 17.29% |
$5.83K - $6.95K
|
354
$34.3K
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-75- 2.46% |
$5.91K - $7.04K
|
2.98K
$288K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
SELL
|
- |
-75- 1.37% |
$5.91K - $7.04K
|
5.41K
$524K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-80- 0.32% |
$6.31K - $7.51K
|
25.2K
$2.44M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-92- 69.7% |
$7.25K - $8.64K
|
40
$3.88K
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 1.87% |
$7.88K - $9.39K
|
5.26K
$510K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-138- 11.18% |
$10.9K - $13K
|
1.1K
$106K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-155- 0.77% |
$12.2K - $14.6K
|
20.1K
$1.95M
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 2.33% |
$12.6K - $15K
|
6.7K
$649K
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-169- 1.25% |
$13.3K - $15.9K
|
13.4K
$1.3M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-170- 4.28% |
$13.4K - $16K
|
3.8K
$369K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-200Closed |
$15.8K - $18.8K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-244- 3.45% |
$19.2K - $22.9K
|
6.83K
$662K
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-257- 7.45% |
$20.3K - $24.1K
|
3.19K
$310K
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-260- 2.11% |
$20.5K - $24.4K
|
12K
$1.17M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-269- 1.57% |
$21.2K - $25.3K
|
16.9K
$1.64M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-342Closed |
$27K - $32.1K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-350- 8.61% |
$27.6K - $32.9K
|
3.71K
$360K
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-487- 9.23% |
$38.4K - $45.7K
|
4.79K
$464K
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-542- 5.55% |
$42.7K - $50.9K
|
9.22K
$893K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-544- 50.0% |
$42.9K - $51.1K
|
544
$52.7K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-545- 2.21% |
$43K - $51.2K
|
24.1K
$2.34M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-551- 7.19% |
$43.4K - $51.7K
|
7.11K
$689K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-588- 81.89% |
$46.4K - $55.2K
|
130
$12.6K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-590- 1.77% |
$46.5K - $55.4K
|
32.8K
$3.18M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-625- 6.53% |
$49.3K - $58.7K
|
8.95K
$868K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-627- 2.4% |
$49.4K - $58.9K
|
25.5K
$2.47M
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-655- 8.72% |
$51.6K - $61.5K
|
6.86K
$665K
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-717- 0.79% |
$56.5K - $67.3K
|
89.5K
$8.68M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-729- 3.31% |
$57.5K - $68.4K
|
21.3K
$2.07M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-770- 8.77% |
$60.7K - $72.3K
|
8.01K
$776K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-806Closed |
$63.6K - $75.7K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-895- 2.57% |
$70.6K - $84K
|
33.9K
$3.28M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.01KClosed |
$79.6K - $94.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.2KClosed |
$94.9K - $113K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.21K- 4.15% |
$95.3K - $114K
|
27.9K
$2.71M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.32K- 0.62% |
$104K - $123K
|
210K
$20.3M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.77K- 3.84% |
$139K - $166K
|
44.3K
$4.29M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.86K- 86.6% |
$146K - $174K
|
287
$27.8K
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.2KClosed |
$173K - $207K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.22KClosed |
$175K - $209K
|
0
$0
|