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 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-987- 5.09% |
$77.6K - $85.1K
|
18.4K
$1.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.13KClosed |
$89.1K - $97.7K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.23K- 9.31% |
$97.1K - $106K
|
12K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.52K- 12.33% |
$120K - $131K
|
10.8K
$1.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.77K- 16.57% |
$139K - $153K
|
8.92K
$865K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.06KClosed |
$162K - $178K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.27K- 14.17% |
$179K - $196K
|
13.8K
$1.33M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.99KClosed |
$235K - $258K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.3KClosed |
$259K - $285K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.45KClosed |
$271K - $297K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.66KClosed |
$288K - $315K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.95K- 3.81% |
$311K - $341K
|
99.7K
$9.67M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.57KClosed |
$359K - $394K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.06K- 2.87% |
$555K - $609K
|
239K
$23.2M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.43K- 96.04% |
$663K - $727K
|
347
$33.7K
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-10.2K- 49.17% |
$799K - $876K
|
10.5K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.7K- 30.05% |
$996K - $1.09M
|
29.5K
$2.86M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-16.7K- 45.21% |
$1.32M - $1.44M
|
20.3K
$1.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.6K- 72.0% |
$1.39M - $1.52M
|
6.86K
$666K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.4K- 11.75% |
$2M - $2.19M
|
191K
$18.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.1K- 82.41% |
$2.29M - $2.51M
|
6.21K
$602K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-63.8K- 95.19% |
$5.02M - $5.5M
|
3.22K
$313K
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-114K- 90.01% |
$8.98M - $9.85M
|
12.7K
$1.23M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-13.4M- 98.73% |
$1.06B - $1.16B
|
173K
$16.8M
|