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 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
753+ 4.23% |
$59.4K - $70.7K
|
18.5K
$1.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
735New |
$58K - $69K
|
735
$71.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
717+ 0.68% |
$56.5K - $67.3K
|
106K
$10.3M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
610+ 6.95% |
$48.1K - $57.3K
|
9.38K
$912K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
536+ 0.44% |
$42.3K - $50.3K
|
123K
$12M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
473+ 10.1% |
$37.3K - $44.4K
|
5.16K
$501K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
416New |
$32.8K - $39.1K
|
416
$40.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
406+ 7.15% |
$32K - $38.1K
|
6.08K
$591K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
365+ 8.11% |
$28.8K - $34.3K
|
4.86K
$473K
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
357+ 2.71% |
$28.1K - $33.5K
|
13.5K
$1.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
350New |
$27.6K - $32.9K
|
350
$34K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
342+ 1.59% |
$27K - $32.1K
|
21.8K
$2.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
328New |
$25.9K - $30.8K
|
328
$31.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
243+ 7.52% |
$19.2K - $22.8K
|
3.48K
$338K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
231+ 2.51% |
$18.2K - $21.7K
|
9.44K
$917K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
197+ 0.37% |
$15.5K - $18.5K
|
54K
$5.25M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
185+ 2.14% |
$14.6K - $17.4K
|
8.84K
$859K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
180New |
$14.2K - $16.9K
|
180
$17.5K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
146+ 2.07% |
$11.5K - $13.7K
|
7.21K
$700K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
142+ 18.76% |
$11.2K - $13.3K
|
899
$87.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
108+ 1.56% |
$8.52K - $10.1K
|
7.01K
$682K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
101+ 45.91% |
$7.96K - $9.48K
|
321
$31.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
101+ 0.47% |
$7.96K - $9.48K
|
21.4K
$2.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100New |
$7.88K - $9.39K
|
100
$9.72K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
88+ 2.08% |
$6.94K - $8.26K
|
4.31K
$419K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
76New |
$5.99K - $7.14K
|
76
$7.39K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
60New |
$4.73K - $5.63K
|
60
$5.83K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 29.5% |
$4.65K - $5.54K
|
259
$25.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55New |
$4.34K - $5.16K
|
55
$5.35K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54+ 0.31% |
$4.26K - $5.07K
|
17.8K
$1.73M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
49+ 0.67% |
$3.86K - $4.6K
|
7.35K
$715K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33+ 2.03% |
$2.6K - $3.1K
|
1.66K
$161K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
19+ 0.51% |
$1.5K - $1.78K
|
3.75K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
15+ 0.08% |
$1.18K - $1.41K
|
18K
$1.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
14New |
$1.1K - $1.31K
|
14
$1.36K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 0.49% |
$710 - $845
|
1.85K
$180K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
8+ 0.29% |
$631 - $751
|
2.74K
$266K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.24% |
$552 - $657
|
2.87K
$279K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.49% |
$394 - $469
|
1.04K
$101K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.44% |
$315 - $376
|
910
$88.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.57% |
$237 - $282
|
528
$51.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.15% |
$158 - $188
|
1.36K
$132K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.54% |
$158 - $188
|
371
$36.1K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2+ 0.04% |
$158 - $188
|
5.71K
$556K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.35% |
$78.9 - $93.9
|
283
$27.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 0.35% |
$78.9 - $93.9
|
283
$27.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.47% |
$78.9 - $93.9
|
216
$21K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.61% |
$78.9 - $93.9
|
165
$16K
|
|
|
Aug 03, 2022
Q2 2022
|
Norwood Financial Corp
|
SELL
|
- |
-10- 8.0% |
$789 - $939
|
115
$11.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13- 0.14% |
$1.03K - $1.22K
|
9.23K
$897K
|