Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
52.9KNew |
$4.97M - $5.62M
|
52.9K
$5.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
30.5KNew |
$2.87M - $3.24M
|
30.5K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
16.8KNew |
$1.58M - $1.78M
|
16.8K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.2K+ 25.3% |
$1.43M - $1.62M
|
75.5K
$8.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14K+ 42.88% |
$1.32M - $1.49M
|
46.7K
$5.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
9.62KNew |
$904K - $1.02M
|
9.62K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.64K+ 197.08% |
$718K - $810K
|
11.5K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.13KNew |
$670K - $756K
|
7.13K
$770K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.25K+ 140.27% |
$493K - $557K
|
8.99K
$972K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.34K+ 17.84% |
$314K - $354K
|
22K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.95KNew |
$184K - $207K
|
1.95K
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.42K+ 10.21% |
$134K - $151K
|
15.4K
$1.66M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.38K+ 30.16% |
$130K - $146K
|
5.95K
$643K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.3KNew |
$122K - $138K
|
1.3K
$140K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
989+ 3.75% |
$92.9K - $105K
|
27.4K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
610+ 24.18% |
$57.3K - $64.7K
|
3.13K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
383+ 23.57% |
$36K - $40.6K
|
2.01K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
299+ 34.05% |
$28.1K - $31.7K
|
1.18K
$127K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
236+ 3.71% |
$22.2K - $25K
|
6.59K
$712K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
232New |
$21.8K - $24.6K
|
232
$25.1K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
144New |
$13.5K - $15.3K
|
144
$15.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
141+ 12.44% |
$13.3K - $15K
|
1.27K
$138K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
46New |
$4.32K - $4.88K
|
46
$4.97K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 9.12% |
$2.54K - $2.86K
|
323
$34.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.26% |
$1.03K - $1.17K
|
4.24K
$458K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.13% |
$564 - $637
|
4.76K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.55% |
$564 - $637
|
1.1K
$119K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$282 - $318
|
2.86K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.56% |
$188 - $212
|
360
$38.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.99% |
$94 - $106
|
102
$11K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 4.76% |
$94 - $106
|
22
$2.38K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2- 0.04% |
$188 - $212
|
4.5K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-5- 0.02% |
$470 - $531
|
21.8K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.44% |
$3.29K - $3.71K
|
7.91K
$855K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-45- 2.44% |
$4.23K - $4.77K
|
1.8K
$195K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 28.57% |
$4.7K - $5.31K
|
125
$13.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-51- 2.16% |
$4.79K - $5.41K
|
2.31K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-67- 22.33% |
$6.3K - $7.11K
|
233
$25.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-72- 1.07% |
$6.77K - $7.64K
|
6.65K
$718K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-100- 0.48% |
$9.4K - $10.6K
|
20.7K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-179- 5.18% |
$16.8K - $19K
|
3.28K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-225- 12.95% |
$21.1K - $23.9K
|
1.51K
$163K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 7.44% |
$29.9K - $33.7K
|
3.95K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-444- 3.78% |
$41.7K - $47.1K
|
11.3K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 18.25% |
$47K - $53.1K
|
2.24K
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-525- 43.75% |
$49.3K - $55.7K
|
675
$72.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-907- 23.82% |
$85.2K - $96.2K
|
2.9K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-974- 6.24% |
$91.5K - $103K
|
14.6K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-983- 0.86% |
$92.4K - $104K
|
113K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.04K- 7.4% |
$97.3K - $110K
|
12.9K
$1.4M
|