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 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.48% |
$95.3 - $103
|
206
$21.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.59% |
$1.62K - $1.75K
|
2.86K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22- 0.42% |
$2.1K - $2.26K
|
5.16K
$546K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-23- 6.04% |
$2.19K - $2.36K
|
358
$37.9K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-26- 6.57% |
$2.48K - $2.67K
|
370
$39.2K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-34- 25.37% |
$3.24K - $3.49K
|
100
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-40- 13.33% |
$3.81K - $4.11K
|
260
$27.5K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-42- 1.39% |
$4K - $4.32K
|
2.98K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 3.28% |
$4.77K - $5.14K
|
1.48K
$156K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-58- 50.0% |
$5.53K - $5.96K
|
58
$6.14K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-60- 1.3% |
$5.72K - $6.17K
|
4.57K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-70- 0.19% |
$6.67K - $7.19K
|
37.3K
$3.95M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-77- 12.42% |
$7.34K - $7.91K
|
543
$57.5K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-86- 1.38% |
$8.2K - $8.84K
|
6.16K
$653K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-90- 0.76% |
$8.58K - $9.25K
|
11.7K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-100- 1.83% |
$9.53K - $10.3K
|
5.35K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-120- 1.72% |
$11.4K - $12.3K
|
6.85K
$725K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-125- 2.26% |
$11.9K - $12.8K
|
5.41K
$573K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-145- 2.11% |
$13.8K - $14.9K
|
6.72K
$711K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-150- 0.77% |
$14.3K - $15.4K
|
19.3K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-155- 5.65% |
$14.8K - $15.9K
|
2.59K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200Closed |
$19.1K - $20.6K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 4.44% |
$19.1K - $20.6K
|
4.3K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-200- 7.52% |
$19.1K - $20.6K
|
2.46K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-207- 5.65% |
$19.7K - $21.3K
|
3.46K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-225- 1.02% |
$21.4K - $23.1K
|
21.8K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-228- 3.1% |
$21.7K - $23.4K
|
7.13K
$755K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-237- 8.23% |
$22.6K - $24.4K
|
2.64K
$280K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-240- 10.54% |
$22.9K - $24.7K
|
2.04K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-258- 2.71% |
$24.6K - $26.5K
|
9.28K
$982K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-266- 1.68% |
$25.4K - $27.3K
|
15.6K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-286- 1.52% |
$27.3K - $29.4K
|
18.6K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-294- 2.09% |
$28K - $30.2K
|
13.8K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-310- 10.13% |
$29.6K - $31.9K
|
2.75K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-384- 2.67% |
$36.6K - $39.5K
|
14K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-387- 1.84% |
$36.9K - $39.8K
|
20.6K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-464- 2.68% |
$44.2K - $47.7K
|
16.8K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-535- 2.35% |
$51K - $55K
|
22.2K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-605- 7.07% |
$57.7K - $62.2K
|
7.95K
$841K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-642- 2.08% |
$61.2K - $66K
|
30.2K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-697- 14.72% |
$66.4K - $71.6K
|
4.04K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-700- 50.0% |
$66.7K - $71.9K
|
700
$74.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-821- 1.36% |
$78.3K - $84.4K
|
59.5K
$6.3M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-955- 76.34% |
$91K - $98.1K
|
296
$31.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.06K- 11.76% |
$101K - $109K
|
7.98K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.08K- 4.14% |
$103K - $111K
|
25K
$2.64M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.15K- 38.41% |
$110K - $118K
|
1.85K
$196K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.23K- 37.5% |
$117K - $126K
|
2.04K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.29K- 7.08% |
$123K - $133K
|
17K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.6K- 17.4% |
$152K - $164K
|
7.58K
$802K
|