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 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
196+ 6.75% |
$18.4K - $20.8K
|
3.1K
$349K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
150New |
$14.1K - $15.9K
|
150
$16.9K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
144New |
$13.5K - $15.3K
|
144
$16.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
141+ 12.44% |
$13.3K - $15K
|
1.27K
$143K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
116+ 0.52% |
$10.9K - $12.3K
|
22.4K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
103+ 0.76% |
$9.68K - $10.9K
|
13.6K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 1.46% |
$9.4K - $10.6K
|
6.95K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
91+ 1.48% |
$8.55K - $9.66K
|
6.26K
$704K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
90New |
$8.46K - $9.55K
|
90
$10.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
81+ 5.68% |
$7.61K - $8.59K
|
1.51K
$170K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
55New |
$5.17K - $5.84K
|
55
$6.19K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
46New |
$4.32K - $4.88K
|
46
$5.18K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46+ 0.43% |
$4.32K - $4.88K
|
10.8K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
43+ 1.63% |
$4.04K - $4.56K
|
2.69K
$302K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
28+ 0.57% |
$2.63K - $2.97K
|
4.95K
$557K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 9.12% |
$2.54K - $2.86K
|
323
$36.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
19New |
$1.79K - $2.02K
|
19
$2.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
13+ 0.44% |
$1.22K - $1.38K
|
2.99K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.26% |
$1.03K - $1.17K
|
4.24K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9+ 0.22% |
$846 - $955
|
4.08K
$459K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.55% |
$564 - $637
|
1.1K
$124K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.13% |
$564 - $637
|
4.76K
$536K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.68% |
$376 - $424
|
588
$66.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.02% |
$282 - $318
|
19K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$282 - $318
|
2.86K
$322K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.56% |
$188 - $212
|
360
$40.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 4.76% |
$94 - $106
|
22
$2.48K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.53% |
$94 - $106
|
189
$21.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.99% |
$94 - $106
|
102
$11.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2- 0.04% |
$188 - $212
|
4.5K
$506K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5- 0.25% |
$470 - $531
|
2.03K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-5- 0.02% |
$470 - $531
|
21.8K
$2.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7- 0.03% |
$658 - $743
|
25K
$2.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-30- 1.09% |
$2.82K - $3.18K
|
2.72K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.44% |
$3.29K - $3.71K
|
7.91K
$890K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-36- 0.22% |
$3.38K - $3.82K
|
16.5K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-45- 2.44% |
$4.23K - $4.77K
|
1.8K
$203K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 28.57% |
$4.7K - $5.31K
|
125
$14.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-51- 2.16% |
$4.79K - $5.41K
|
2.31K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-57- 0.83% |
$5.36K - $6.05K
|
6.81K
$766K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-67- 22.33% |
$6.3K - $7.11K
|
233
$26.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-68- 21.25% |
$6.39K - $7.22K
|
252
$28.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-70- 0.38% |
$6.58K - $7.43K
|
18.5K
$2.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-72- 1.07% |
$6.77K - $7.64K
|
6.65K
$748K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-100- 0.48% |
$9.4K - $10.6K
|
20.7K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-100- 1.85% |
$9.4K - $10.6K
|
5.31K
$598K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-102- 2.41% |
$9.59K - $10.8K
|
4.14K
$466K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-123- 1.56% |
$11.6K - $13.1K
|
7.78K
$876K
|