Latest Institutional Transactions on Ishares Tr U S Utils ETF (IDU)
This table provides information on the latest institutional transactions involving Ishares Tr U S Utils ETF (IDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
299+ 34.05% |
$28.1K - $31.7K
|
1.18K
$123K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
383+ 23.57% |
$36K - $40.6K
|
2.01K
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-525- 43.75% |
$49.3K - $55.7K
|
675
$70.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.3K- 21.34% |
$311K - $351K
|
12.2K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.04K- 7.4% |
$97.3K - $110K
|
12.9K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 7.44% |
$29.9K - $33.7K
|
3.95K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-983- 0.86% |
$92.4K - $104K
|
113K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$282 - $318
|
2.86K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
52.9KNew |
$4.97M - $5.62M
|
52.9K
$5.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
141+ 12.44% |
$13.3K - $15K
|
1.27K
$134K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.42K+ 10.21% |
$134K - $151K
|
15.4K
$1.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 4.76% |
$94 - $106
|
22
$2.31K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.77K- 13.35% |
$260K - $294K
|
18K
$1.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-45- 2.44% |
$4.23K - $4.77K
|
1.8K
$189K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-51- 2.16% |
$4.79K - $5.41K
|
2.31K
$242K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.38K+ 30.16% |
$130K - $146K
|
5.95K
$624K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.53% |
$95.3 - $103
|
188
$19.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-74.8K- 82.42% |
$7.13M - $7.69M
|
16K
$1.67M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
614+ 9.84% |
$58.5K - $63.1K
|
6.85K
$718K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-150- 0.77% |
$14.3K - $15.4K
|
19.3K
$2.02M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.49K- 66.67% |
$904K - $975K
|
4.74K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.07KNew |
$102K - $110K
|
1.07K
$113K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.1K- 9.74% |
$2.3M - $2.47M
|
223K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-26- 6.57% |
$2.48K - $2.67K
|
370
$38.8K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.84K- 0.46% |
$271K - $292K
|
619K
$64.9M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2KNew |
$191K - $206K
|
2K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47K- 8.24% |
$4.48M - $4.83M
|
524K
$54.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.4K+ 24.24% |
$9.28M - $10M
|
499K
$52.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.02% |
$286 - $308
|
19K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-387- 1.84% |
$36.9K - $39.8K
|
20.6K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-225- 1.02% |
$21.4K - $23.1K
|
21.8K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-700- 50.0% |
$66.7K - $71.9K
|
700
$73.4K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.22KNew |
$212K - $228K
|
2.22K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.73K+ 12.44% |
$165K - $178K
|
15.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-697- 14.72% |
$66.4K - $71.6K
|
4.04K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.65K- 82.57% |
$158K - $170K
|
349
$36.6K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$3.57M - $3.85M
|
37.5K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-40- 13.33% |
$3.81K - $4.11K
|
260
$27.3K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 35.24% |
$133K - $144K
|
5.37K
$563K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.08K- 66.53% |
$389K - $419K
|
2.05K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.29KNew |
$218K - $235K
|
2.29K
$240K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.35K- 18.8% |
$510K - $550K
|
23.1K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.2K- 16.23% |
$877K - $946K
|
47.5K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22- 0.42% |
$2.1K - $2.26K
|
5.16K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-100- 1.83% |
$9.53K - $10.3K
|
5.35K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$95.3 - $103
|
2.9K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.93KNew |
$279K - $301K
|
2.93K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11K- 15.39% |
$1.05M - $1.13M
|
60.6K
$6.35M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.16K+ 5.23% |
$110K - $119K
|
23.3K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-294- 2.09% |
$28K - $30.2K
|
13.8K
$1.44M
|
|