Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
103+ 9.3% |
$8.1K - $8.88K
|
1.21K
$117K
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
100+ 0.5% |
$7.87K - $8.62K
|
20.2K
$1.96M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 0.44% |
$7.87K - $8.62K
|
22.6K
$2.19M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79+ 2.19% |
$6.21K - $6.81K
|
3.69K
$358K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
67New |
$5.27K - $5.78K
|
67
$6.5K
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
44+ 0.29% |
$3.46K - $3.79K
|
15.2K
$1.47M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
31+ 2.35% |
$2.44K - $2.67K
|
1.35K
$131K
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.37% |
$2.2K - $2.41K
|
7.63K
$740K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 0.5% |
$2.04K - $2.24K
|
5.28K
$512K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.66% |
$944 - $1.03K
|
1.82K
$177K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 0.21% |
$865 - $949
|
5.26K
$510K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11+ 0.17% |
$865 - $949
|
6.67K
$647K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6+ 0.08% |
$472 - $517
|
7.34K
$712K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4+ 0.66% |
$315 - $345
|
613
$59.5K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.21% |
$236 - $259
|
1.4K
$136K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.05% |
$236 - $259
|
5.92K
$574K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.07% |
$157 - $172
|
2.67K
$259K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.72% |
$157 - $172
|
279
$27.1K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.62% |
$78.7 - $86.2
|
162
$15.7K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-25Closed |
$1.97K - $2.16K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27- 0.78% |
$2.12K - $2.33K
|
3.45K
$335K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-35Closed |
$2.75K - $3.02K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-45- 0.18% |
$3.54K - $3.88K
|
24.7K
$2.39M
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-52- 0.95% |
$4.09K - $4.48K
|
5.44K
$528K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-56Closed |
$4.4K - $4.83K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-60- 2.07% |
$4.72K - $5.17K
|
2.84K
$275K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-64Closed |
$5.03K - $5.52K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-74- 4.26% |
$5.82K - $6.38K
|
1.66K
$161K
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-95- 2.04% |
$7.47K - $8.19K
|
4.55K
$442K
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-100- 1.13% |
$7.87K - $8.62K
|
8.73K
$847K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-125- 4.11% |
$9.83K - $10.8K
|
2.92K
$283K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-149- 66.22% |
$11.7K - $12.8K
|
76
$7.37K
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-153- 50.0% |
$12K - $13.2K
|
153
$14.8K
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-156- 3.7% |
$12.3K - $13.5K
|
4.06K
$394K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-180- 2.36% |
$14.2K - $15.5K
|
7.46K
$723K
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-200- 4.95% |
$15.7K - $17.2K
|
3.84K
$373K
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-200- 2.68% |
$15.7K - $17.2K
|
7.27K
$705K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-249- 0.71% |
$19.6K - $21.5K
|
34.9K
$3.39M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-306Closed |
$24.1K - $26.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-312- 4.13% |
$24.5K - $26.9K
|
7.24K
$702K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-339- 1.53% |
$26.7K - $29.2K
|
21.8K
$2.12M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-360- 2.68% |
$28.3K - $31K
|
13.1K
$1.27M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-384- 2.27% |
$30.2K - $33.1K
|
16.5K
$1.6M
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-400- 6.63% |
$31.5K - $34.5K
|
5.63K
$546K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-467- 8.38% |
$36.7K - $40.3K
|
5.11K
$495K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-495Closed |
$38.9K - $42.7K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-540- 5.28% |
$42.5K - $46.6K
|
9.69K
$940K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-554- 2.43% |
$43.6K - $47.8K
|
22.2K
$2.16M
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-562- 52.92% |
$44.2K - $48.5K
|
500
$48.5K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-681- 8.67% |
$53.6K - $58.7K
|
7.17K
$696K
|