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 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.34K+ 17.84% |
$314K - $354K
|
22K
$2.37M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-225- 12.95% |
$21.1K - $23.9K
|
1.51K
$163K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.95KNew |
$184K - $207K
|
1.95K
$210K
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-1.25K- 13.56% |
$118K - $133K
|
7.97K
$858K
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
144New |
$13.5K - $15.3K
|
144
$15.5K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-907- 23.82% |
$85.2K - $96.2K
|
2.9K
$312K
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-13K- 21.83% |
$1.22M - $1.38M
|
46.5K
$5.01M
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
989+ 3.75% |
$92.9K - $105K
|
27.4K
$2.94M
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
9.62KNew |
$904K - $1.02M
|
9.62K
$1.03M
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 18.25% |
$47K - $53.1K
|
2.24K
$241K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.3KNew |
$122K - $138K
|
1.3K
$139K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.2K+ 25.3% |
$1.43M - $1.62M
|
75.5K
$8.12M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.13KNew |
$670K - $756K
|
7.13K
$767K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
232New |
$21.8K - $24.6K
|
232
$25K
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-72- 1.07% |
$6.77K - $7.64K
|
6.65K
$715K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.99% |
$94 - $106
|
102
$11K
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.07K- 5.52% |
$100K - $113K
|
18.2K
$1.96M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-67- 22.33% |
$6.3K - $7.11K
|
233
$25.1K
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-6.55K- 5.79% |
$616K - $695K
|
107K
$11.5M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 9.12% |
$2.54K - $2.86K
|
323
$34.7K
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-5- 0.02% |
$470 - $531
|
21.8K
$2.35M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.13% |
$564 - $637
|
4.76K
$512K
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
16.8KNew |
$1.58M - $1.78M
|
16.8K
$1.81M
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
46New |
$4.32K - $4.88K
|
46
$4.95K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.55% |
$564 - $637
|
1.1K
$119K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-444- 3.78% |
$41.7K - $47.1K
|
11.3K
$1.22M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
299+ 34.05% |
$28.1K - $31.7K
|
1.18K
$127K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
383+ 23.57% |
$36K - $40.6K
|
2.01K
$216K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-525- 43.75% |
$49.3K - $55.7K
|
675
$72.6K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.04K- 7.4% |
$97.3K - $110K
|
12.9K
$1.39M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.3K- 21.34% |
$311K - $351K
|
12.2K
$1.31M
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-983- 0.86% |
$92.4K - $104K
|
113K
$12.1M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-318- 7.44% |
$29.9K - $33.7K
|
3.95K
$425K
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
52.9KNew |
$4.97M - $5.62M
|
52.9K
$5.69M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.11% |
$282 - $318
|
2.86K
$307K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.42K+ 10.21% |
$134K - $151K
|
15.4K
$1.65M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
141+ 12.44% |
$13.3K - $15K
|
1.27K
$137K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-45- 2.44% |
$4.23K - $4.77K
|
1.8K
$194K
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-51- 2.16% |
$4.79K - $5.41K
|
2.31K
$249K
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.77K- 13.35% |
$260K - $294K
|
18K
$1.93M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 4.76% |
$94 - $106
|
22
$2.37K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.38K+ 30.16% |
$130K - $146K
|
5.95K
$640K
|
|
Q1 2025 | |||||||
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.53% |
$95.3 - $103
|
188
$20.2K
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
614+ 9.84% |
$58.5K - $63.1K
|
6.85K
$737K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-74.8K- 82.42% |
$7.13M - $7.69M
|
16K
$1.72M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.49K- 66.67% |
$904K - $975K
|
4.74K
$510K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-26- 6.57% |
$2.48K - $2.67K
|
370
$39.8K
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-2.84K- 0.46% |
$271K - $292K
|
619K
$66.6M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2KNew |
$191K - $206K
|
2K
$215K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.65K- 82.57% |
$158K - $170K
|
349
$37.5K
|