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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
439K+ 88.04% |
$41.3M - $46.6M
|
938K
$106M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
152K+ 29.05% |
$14.3M - $16.1M
|
676K
$76M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
127KNew |
$12M - $13.5M
|
127K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
93.2K+ 10357.0% |
$8.76M - $9.89M
|
94.1K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
86.6KNew |
$8.14M - $9.19M
|
86.6K
$9.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
68.5KNew |
$6.44M - $7.27M
|
68.5K
$7.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
55.3K+ 21.44% |
$5.2M - $5.87M
|
313K
$35.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
52.9KNew |
$4.97M - $5.62M
|
52.9K
$5.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
44.6K+ 204.43% |
$4.19M - $4.73M
|
66.4K
$7.47M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.3K+ 88.61% |
$3.88M - $4.38M
|
87.9K
$9.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
40.2K+ 97.02% |
$3.78M - $4.27M
|
81.7K
$9.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38K+ 17.01% |
$3.57M - $4.03M
|
261K
$29.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.1K+ 27.76% |
$3.3M - $3.72M
|
161K
$18.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
30.5KNew |
$2.87M - $3.24M
|
30.5K
$3.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
24.6KNew |
$2.31M - $2.61M
|
24.6K
$2.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.3K+ 27.19% |
$1.91M - $2.15M
|
94.9K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
16.8KNew |
$1.58M - $1.78M
|
16.8K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.2K+ 8.56% |
$1.52M - $1.72M
|
205K
$23.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.2K+ 25.3% |
$1.43M - $1.62M
|
75.5K
$8.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14K+ 42.88% |
$1.32M - $1.49M
|
46.7K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13.7KNew |
$1.29M - $1.46M
|
13.7K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 89.1% |
$1.27M - $1.43M
|
28.6K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
11.4KNew |
$1.07M - $1.21M
|
11.4K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 26.48% |
$1.05M - $1.18M
|
53.3K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 477.32% |
$997K - $1.13M
|
12.8K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.84K+ 32.52% |
$925K - $1.04M
|
40.1K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.66KNew |
$908K - $1.02M
|
9.66K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
9.62KNew |
$904K - $1.02M
|
9.62K
$1.08M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.49K+ 200.0% |
$892K - $1.01M
|
14.2K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.88KNew |
$835K - $942K
|
8.88K
$999K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.46K+ 46.04% |
$795K - $898K
|
26.8K
$3.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.89KNew |
$742K - $837K
|
7.89K
$888K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.64K+ 197.08% |
$718K - $810K
|
11.5K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.57K+ 12.5% |
$712K - $803K
|
68.2K
$7.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.31KNew |
$687K - $775K
|
7.31K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.13KNew |
$670K - $756K
|
7.13K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7K+ 18.78% |
$658K - $743K
|
44.3K
$4.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.75K+ 92.42% |
$634K - $716K
|
14K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.11K+ 17.99% |
$575K - $649K
|
40.1K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
6.09KNew |
$572K - $646K
|
6.09K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.93KNew |
$557K - $629K
|
5.93K
$667K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.25K+ 140.27% |
$493K - $557K
|
8.99K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.72K+ 27.31% |
$443K - $501K
|
22K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
4.41K+ 0.97% |
$415K - $468K
|
460K
$51.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.22K+ 43.19% |
$396K - $447K
|
14K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.78K+ 49.81% |
$355K - $401K
|
11.4K
$1.28M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.56KNew |
$334K - $377K
|
3.56K
$400K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3.46KNew |
$325K - $367K
|
3.46K
$389K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.35K+ 48.47% |
$315K - $355K
|
10.3K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.34K+ 17.84% |
$314K - $354K
|
22K
$2.48M
|