Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.38KNew |
$226K - $252K
|
2.38K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.38K+ 11.35% |
$225K - $251K
|
23.3K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.37KNew |
$224K - $250K
|
2.37K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.34K+ 20.92% |
$221K - $247K
|
13.5K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.21K+ 15.12% |
$209K - $234K
|
16.8K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.19KNew |
$207K - $232K
|
2.19K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.12K+ 16.02% |
$200K - $224K
|
15.3K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2KNew |
$189K - $212K
|
2K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.88K+ 5.31% |
$178K - $199K
|
37.3K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.82KNew |
$172K - $192K
|
1.82K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.79K+ 3.26% |
$169K - $189K
|
56.8K
$6.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.65K+ 0.36% |
$156K - $175K
|
459K
$51.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.56K+ 17.75% |
$148K - $165K
|
10.4K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.54K+ 22.09% |
$146K - $163K
|
8.5K
$957K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36K+ 15.69% |
$129K - $144K
|
10K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.35K+ 7.11% |
$128K - $143K
|
20.4K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 9.71% |
$118K - $132K
|
14.1K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.21KNew |
$115K - $128K
|
1.21K
$137K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.06K+ 2.37% |
$100K - $112K
|
45.6K
$5.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 0.84% |
$99.1K - $111K
|
125K
$14.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
931+ 69.32% |
$88.1K - $98.4K
|
2.27K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
905+ 2.09% |
$85.7K - $95.7K
|
44.3K
$4.98M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
900New |
$85.2K - $95.2K
|
900
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
688+ 0.82% |
$65.1K - $72.7K
|
84.1K
$9.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
667+ 13.94% |
$63.1K - $70.5K
|
5.45K
$613K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
604+ 20.42% |
$57.2K - $63.9K
|
3.56K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
599+ 96.46% |
$56.7K - $63.3K
|
1.22K
$137K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
555+ 15.21% |
$52.5K - $58.7K
|
4.2K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
548+ 16.01% |
$51.9K - $57.9K
|
3.97K
$447K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
458New |
$43.3K - $48.4K
|
458
$51.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
417+ 13.35% |
$39.5K - $44.1K
|
3.54K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
306+ 15.3% |
$29K - $32.4K
|
2.31K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
306+ 14.82% |
$29K - $32.4K
|
2.37K
$267K
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
BUY
|
- |
283+ 0.93% |
$26.8K - $29.9K
|
30.8K
$3.47M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
236+ 3.93% |
$22.3K - $25K
|
6.24K
$702K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
212+ 7.37% |
$20.1K - $22.4K
|
3.09K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
207New |
$19.6K - $21.9K
|
207
$23.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$18.9K - $21.1K
|
200
$22.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
187New |
$17.7K - $19.8K
|
187
$21K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
175New |
$16.6K - $18.5K
|
175
$19.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142New |
$13.4K - $15K
|
142
$16K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
140New |
$13.3K - $14.8K
|
140
$15.8K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137+ 0.66% |
$13K - $14.5K
|
21K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
103+ 1.63% |
$9.75K - $10.9K
|
6.41K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
100New |
$9.47K - $10.6K
|
100
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
82+ 3.74% |
$7.76K - $8.67K
|
2.27K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 1012.5% |
$7.67K - $8.56K
|
89
$10K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
76+ 2.67% |
$7.19K - $8.04K
|
2.93K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
76New |
$7.19K - $8.04K
|
76
$8.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
74New |
$7K - $7.82K
|
74
$8.33K
|