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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.32K+ 25.13% |
$312K - $353K
|
16.6K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.83K+ 17.75% |
$266K - $301K
|
18.8K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
2.58KNew |
$242K - $273K
|
2.58K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.56KNew |
$240K - $272K
|
2.56K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.52KNew |
$237K - $267K
|
2.52K
$284K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2.5K+ 89.96% |
$235K - $265K
|
5.28K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.37K+ 58.17% |
$223K - $252K
|
6.46K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.23KNew |
$209K - $236K
|
2.23K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.1KNew |
$198K - $223K
|
2.1K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.01K+ 8.36% |
$189K - $213K
|
26.1K
$2.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$185K - $209K
|
1.97K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.97KNew |
$185K - $209K
|
1.97K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.95KNew |
$184K - $207K
|
1.95K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.92KNew |
$180K - $204K
|
1.92K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.92KNew |
$180K - $203K
|
1.92K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.67K+ 3.57% |
$157K - $177K
|
48.5K
$5.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.43K+ 25.67% |
$134K - $152K
|
7K
$787K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.42K+ 10.21% |
$134K - $151K
|
15.4K
$1.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.38K+ 30.16% |
$130K - $146K
|
5.95K
$670K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.3KNew |
$122K - $138K
|
1.3K
$146K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.23K+ 4.82% |
$115K - $130K
|
26.6K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.07K+ 99.81% |
$101K - $114K
|
2.15K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.06K+ 13.33% |
$99.9K - $113K
|
9.04K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
989+ 3.75% |
$92.9K - $105K
|
27.4K
$3.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
809+ 15.79% |
$76K - $85.8K
|
5.93K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
804+ 5.84% |
$75.6K - $85.3K
|
14.6K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
802+ 57.37% |
$75.4K - $85.1K
|
2.2K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
700New |
$65.8K - $74.3K
|
700
$78.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
670New |
$63K - $71.1K
|
670
$75.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
660New |
$62K - $70K
|
660
$74.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
656+ 25.52% |
$61.7K - $69.6K
|
3.23K
$363K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
610+ 24.18% |
$57.3K - $64.7K
|
3.13K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
566New |
$53.2K - $60.1K
|
566
$63.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
418+ 6.1% |
$39.3K - $44.4K
|
7.27K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
407+ 13.91% |
$38.2K - $43.2K
|
3.33K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
390New |
$36.7K - $41.4K
|
390
$43.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
385+ 1.38% |
$36.2K - $40.9K
|
28.2K
$3.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
383+ 23.57% |
$36K - $40.6K
|
2.01K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
359+ 1.19% |
$33.7K - $38.1K
|
30.5K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
356+ 6.9% |
$33.5K - $37.8K
|
5.51K
$621K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
299+ 34.05% |
$28.1K - $31.7K
|
1.18K
$132K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
291+ 12.63% |
$27.3K - $30.9K
|
2.6K
$292K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
284+ 9.34% |
$26.7K - $30.1K
|
3.33K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
244+ 1.18% |
$22.9K - $25.9K
|
20.9K
$2.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
236+ 3.71% |
$22.2K - $25K
|
6.59K
$742K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
236New |
$22.2K - $25K
|
236
$26.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
232New |
$21.8K - $24.6K
|
232
$26.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
214+ 3.46% |
$20.1K - $22.7K
|
6.39K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
212+ 0.57% |
$19.9K - $22.5K
|
37.7K
$4.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
200+ 16.67% |
$18.8K - $21.2K
|
1.4K
$158K
|