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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.65K- 82.57% |
$158K - $170K
|
349
$37K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.51K- 24.08% |
$239K - $258K
|
7.9K
$837K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.55K- 12.78% |
$243K - $262K
|
17.4K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-2.75K- 3.74% |
$262K - $283K
|
70.9K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.84K- 0.46% |
$271K - $292K
|
619K
$65.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.02K- 8.45% |
$287K - $310K
|
32.7K
$3.46M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.25K- 0.71% |
$309K - $333K
|
455K
$48.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.64K- 13.15% |
$347K - $374K
|
24K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.08K- 66.53% |
$389K - $419K
|
2.05K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.53K- 39.67% |
$432K - $466K
|
6.9K
$730K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.35K- 18.8% |
$510K - $550K
|
23.1K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.63K- 9.92% |
$537K - $579K
|
51.1K
$5.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.16K- 61.38% |
$587K - $633K
|
3.88K
$410K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-6.55K- 48.0% |
$625K - $674K
|
7.1K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.2K- 16.23% |
$877K - $946K
|
47.5K
$5.03M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.49K- 66.67% |
$904K - $975K
|
4.74K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11K- 15.39% |
$1.05M - $1.13M
|
60.6K
$6.41M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13K- 41.48% |
$1.24M - $1.34M
|
18.4K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.1K- 9.74% |
$2.3M - $2.47M
|
223K
$23.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.7K- 29.16% |
$2.93M - $3.15M
|
74.6K
$7.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.8K- 47.55% |
$2.94M - $3.17M
|
34K
$3.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.2K- 34.14% |
$2.98M - $3.21M
|
60.2K
$6.38M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-38.5K- 98.98% |
$3.67M - $3.95M
|
396
$41.9K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-44.2K- 94.72% |
$4.21M - $4.54M
|
2.46K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.7K- 51.45% |
$4.26M - $4.59M
|
42.2K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47K- 8.24% |
$4.48M - $4.83M
|
524K
$55.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-48K- 94.04% |
$4.57M - $4.93M
|
3.04K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-68.3K- 62.21% |
$6.51M - $7.02M
|
41.5K
$4.39M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-74.8K- 82.42% |
$7.13M - $7.69M
|
16K
$1.69M
|