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 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
53New |
$5.02K - $5.6K
|
53
$5.61K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 50.0% |
$4.73K - $5.29K
|
150
$15.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
45+ 1.02% |
$4.26K - $4.76K
|
4.45K
$471K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
40+ 2.95% |
$3.79K - $4.23K
|
1.4K
$148K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
34+ 0.17% |
$3.22K - $3.59K
|
20K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30+ 0.14% |
$2.84K - $3.17K
|
22K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
29New |
$2.74K - $3.07K
|
29
$3.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 2.21% |
$2.56K - $2.85K
|
1.25K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$2.37K - $2.64K
|
25
$2.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16+ 0.75% |
$1.51K - $1.69K
|
2.16K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14+ 0.35% |
$1.33K - $1.48K
|
4.05K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.07% |
$1.23K - $1.37K
|
19K
$2.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.13% |
$1.14K - $1.27K
|
9.04K
$957K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.47% |
$1.04K - $1.16K
|
2.37K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
11New |
$1.04K - $1.16K
|
11
$1.16K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.17% |
$757 - $846
|
4.75K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.74% |
$757 - $846
|
1.09K
$115K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$568 - $634
|
980
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.12% |
$473 - $529
|
4.18K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.69% |
$379 - $423
|
581
$61.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$284 - $317
|
2.87K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$284 - $317
|
3.66K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.5% |
$94.7 - $106
|
41
$4.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 1.25% |
$94.7 - $106
|
79
$8.36K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 83.33% |
$473 - $529
|
1
$106
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-10- 2.66% |
$947 - $1.06K
|
366
$38.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-17- 0.24% |
$1.61K - $1.8K
|
6.97K
$738K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-17- 0.59% |
$1.61K - $1.8K
|
2.88K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-19- 0.1% |
$1.8K - $2.01K
|
19.4K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21- 0.66% |
$1.99K - $2.22K
|
3.16K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22- 0.44% |
$2.08K - $2.33K
|
5.02K
$531K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-37- 2.56% |
$3.5K - $3.91K
|
1.41K
$149K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-50- 1.61% |
$4.73K - $5.29K
|
3.06K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-60- 8.33% |
$5.68K - $6.34K
|
660
$69.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-75- 0.72% |
$7.1K - $7.93K
|
10.4K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-115- 1.65% |
$10.9K - $12.2K
|
6.86K
$727K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-135- 4.69% |
$12.8K - $14.3K
|
2.74K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 8.96% |
$14.2K - $15.9K
|
1.53K
$161K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-173- 0.84% |
$16.4K - $18.3K
|
20.4K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-174- 0.76% |
$16.5K - $18.4K
|
22.8K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-200- 0.39% |
$18.9K - $21.1K
|
51K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 3.49% |
$18.9K - $21.1K
|
5.54K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 7.21% |
$18.9K - $21.1K
|
2.58K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-216- 2.48% |
$20.4K - $22.8K
|
8.5K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-223- 5.87% |
$21.1K - $23.6K
|
3.58K
$379K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-240- 2.19% |
$22.7K - $25.4K
|
10.7K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-299- 4.78% |
$28.3K - $31.6K
|
5.96K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-317- 13.67% |
$30K - $33.5K
|
2K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-323- 7.8% |
$30.6K - $34.2K
|
3.82K
$404K
|