Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
113KNew |
$10.8M - $11.6M
|
113K
$11.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.2KNew |
$976K - $1.05M
|
10.2K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.91KNew |
$659K - $710K
|
6.91K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.27K+ 81.82% |
$598K - $645K
|
13.9K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.27KNew |
$407K - $439K
|
4.27K
$430K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.18KNew |
$398K - $429K
|
4.18K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.57KNew |
$245K - $264K
|
2.57K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 26.33% |
$213K - $230K
|
10.7K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.7K+ 6.89% |
$162K - $175K
|
26.4K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.63KNew |
$155K - $167K
|
1.63K
$163K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.44K+ 7.04% |
$137K - $147K
|
21.8K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.4K+ 8.1% |
$134K - $144K
|
18.7K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
789+ 886.52% |
$75.2K - $81.1K
|
878
$88.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
635+ 112.39% |
$60.5K - $65.3K
|
1.2K
$121K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
330+ 1.62% |
$31.5K - $33.9K
|
20.7K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
231+ 34.53% |
$22K - $23.7K
|
900
$90.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
191+ 0.17% |
$18.2K - $19.6K
|
114K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
170+ 7.22% |
$16.2K - $17.5K
|
2.52K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
104+ 2.07% |
$9.91K - $10.7K
|
5.12K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
59+ 103.51% |
$5.62K - $6.06K
|
116
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38New |
$3.62K - $3.91K
|
38
$3.82K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
28+ 0.57% |
$2.67K - $2.88K
|
4.92K
$495K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.55% |
$572 - $617
|
1.1K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.13% |
$572 - $617
|
4.75K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.21% |
$477 - $514
|
2.39K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.59% |
$1.62K - $1.75K
|
2.86K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-58- 50.0% |
$5.53K - $5.96K
|
58
$5.83K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-60- 1.3% |
$5.72K - $6.17K
|
4.57K
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-90- 0.76% |
$8.58K - $9.25K
|
11.7K
$1.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-145- 2.11% |
$13.8K - $14.9K
|
6.72K
$676K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-155- 5.65% |
$14.8K - $15.9K
|
2.59K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-200- 7.52% |
$19.1K - $20.6K
|
2.46K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 4.44% |
$19.1K - $20.6K
|
4.3K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-207- 5.65% |
$19.7K - $21.3K
|
3.46K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-228- 3.1% |
$21.7K - $23.4K
|
7.13K
$717K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-266- 1.68% |
$25.4K - $27.3K
|
15.6K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-310- 10.13% |
$29.6K - $31.9K
|
2.75K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-384- 2.67% |
$36.6K - $39.5K
|
14K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.06K- 11.76% |
$101K - $109K
|
7.98K
$802K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.75K- 3.74% |
$262K - $283K
|
70.9K
$7.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.7K- 51.45% |
$4.26M - $4.59M
|
42.2K
$4.24M
|