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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-175- 67.31% |
$16.4K - $18.6K
|
85
$9.57K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-179- 5.18% |
$16.8K - $19K
|
3.28K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-225- 12.95% |
$21.1K - $23.9K
|
1.51K
$170K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-230- 7.36% |
$21.6K - $24.4K
|
2.9K
$326K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-233- 9.0% |
$21.9K - $24.7K
|
2.36K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-235- 6.91% |
$22.1K - $24.9K
|
3.16K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-295- 12.42% |
$27.7K - $31.3K
|
2.08K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 7.44% |
$29.9K - $33.7K
|
3.95K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-355- 6.63% |
$33.4K - $37.7K
|
5K
$562K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-444- 3.78% |
$41.7K - $47.1K
|
11.3K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 18.25% |
$47K - $53.1K
|
2.24K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-525- 43.75% |
$49.3K - $55.7K
|
675
$76K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-542- 15.31% |
$50.9K - $57.5K
|
3K
$337K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-687- 12.8% |
$64.6K - $72.9K
|
4.68K
$527K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-760- 4.51% |
$71.4K - $80.6K
|
16.1K
$1.81M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-825- 3.54% |
$77.5K - $87.5K
|
22.5K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-907- 23.82% |
$85.2K - $96.2K
|
2.9K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-945- 3.41% |
$88.8K - $100K
|
26.8K
$3.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-974- 6.24% |
$91.5K - $103K
|
14.6K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-983- 0.86% |
$92.4K - $104K
|
113K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.04K- 7.4% |
$97.3K - $110K
|
12.9K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.07K- 5.52% |
$100K - $113K
|
18.2K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-1.25K- 13.56% |
$118K - $133K
|
7.97K
$897K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.43K- 20.74% |
$134K - $152K
|
5.47K
$615K
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-1.48K- 2.08% |
$139K - $157K
|
69.4K
$7.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.25K- 12.94% |
$212K - $239K
|
15.2K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.77K- 13.35% |
$260K - $294K
|
18K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.3K- 21.34% |
$311K - $351K
|
12.2K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.52K- 8.83% |
$424K - $479K
|
46.6K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.67K- 0.76% |
$439K - $496K
|
614K
$69.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-6.55K- 5.79% |
$616K - $695K
|
107K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-8.11K- 35.1% |
$762K - $861K
|
15K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-13K- 21.83% |
$1.22M - $1.38M
|
46.5K
$5.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-13.7K- 87.21% |
$1.28M - $1.45M
|
2.01K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.7K- 15.43% |
$1.85M - $2.09M
|
108K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22K- 36.51% |
$2.07M - $2.33M
|
38.2K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-34.2K- 93.12% |
$3.21M - $3.63M
|
2.52K
$284K
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-34.8K- 91.64% |
$3.27M - $3.7M
|
3.18K
$358K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-34.8K- 91.64% |
$3.27M - $3.7M
|
3.18K
$358K
|