Latest Institutional Purchases of Ishares Tr U S Utils ETF (IDU)
This list provides information on the latest institutional transactions involving Ishares Tr U S Utils ETF (IDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.38K+ 11.35% |
$225K - $251K
|
23.3K
$2.34M
|
|
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
$237K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.34K+ 20.92% |
$221K - $247K
|
13.5K
$1.36M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.21K+ 15.12% |
$209K - $234K
|
16.8K
$1.69M
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.19KNew |
$207K - $232K
|
2.19K
$220K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.12K+ 16.02% |
$200K - $224K
|
15.3K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2KNew |
$189K - $212K
|
2K
$201K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.88K+ 5.31% |
$178K - $199K
|
37.3K
$3.74M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.82KNew |
$172K - $192K
|
1.82K
$182K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.79K+ 3.26% |
$169K - $189K
|
56.8K
$5.69M
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.65K+ 0.36% |
$156K - $175K
|
459K
$46M
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.56K+ 17.75% |
$148K - $165K
|
10.4K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.54K+ 22.09% |
$146K - $163K
|
8.5K
$852K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36K+ 15.69% |
$129K - $144K
|
10K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.35K+ 7.11% |
$128K - $143K
|
20.4K
$2.04M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 9.71% |
$118K - $132K
|
14.1K
$1.41M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.21KNew |
$115K - $128K
|
1.21K
$122K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.06K+ 2.37% |
$100K - $112K
|
45.6K
$4.58M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 0.84% |
$99.1K - $111K
|
125K
$12.6M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
931+ 69.32% |
$88.1K - $98.4K
|
2.27K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
905+ 2.09% |
$85.7K - $95.7K
|
44.3K
$4.44M
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
900New |
$85.2K - $95.2K
|
900
$90.2K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
688+ 0.82% |
$65.1K - $72.7K
|
84.1K
$8.43M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
667+ 13.94% |
$63.1K - $70.5K
|
5.45K
$547K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
604+ 20.42% |
$57.2K - $63.9K
|
3.56K
$357K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
599+ 96.46% |
$56.7K - $63.3K
|
1.22K
$122K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
555+ 15.21% |
$52.5K - $58.7K
|
4.2K
$422K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
548+ 16.01% |
$51.9K - $57.9K
|
3.97K
$398K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
458New |
$43.3K - $48.4K
|
458
$45.9K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
417+ 13.35% |
$39.5K - $44.1K
|
3.54K
$355K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
306+ 15.3% |
$29K - $32.4K
|
2.31K
$231K
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
306+ 14.82% |
$29K - $32.4K
|
2.37K
$238K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
212+ 7.37% |
$20.1K - $22.4K
|
3.09K
$310K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
207New |
$19.6K - $21.9K
|
207
$20.8K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$18.9K - $21.1K
|
200
$20.1K
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
187New |
$17.7K - $19.8K
|
187
$18.8K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
175New |
$16.6K - $18.5K
|
175
$17.5K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142New |
$13.4K - $15K
|
142
$14.2K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
140New |
$13.3K - $14.8K
|
140
$14K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137+ 0.66% |
$13K - $14.5K
|
21K
$2.11M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
103+ 1.63% |
$9.75K - $10.9K
|
6.41K
$642K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
100New |
$9.47K - $10.6K
|
100
$10K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
82+ 3.74% |
$7.76K - $8.67K
|
2.27K
$228K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 1012.5% |
$7.67K - $8.56K
|
89
$8.92K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
76+ 2.67% |
$7.19K - $8.04K
|
2.93K
$293K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
76New |
$7.19K - $8.04K
|
76
$7.62K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
74New |
$7K - $7.82K
|
74
$7.42K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$5.4K - $6.03K
|
57
$5.72K
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
56+ 1.33% |
$5.3K - $5.92K
|
4.27K
$429K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
53New |
$5.02K - $5.6K
|
53
$5.31K
|