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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.29KNew |
$218K - $235K
|
2.29K
$246K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 26.33% |
$213K - $230K
|
10.7K
$1.15M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.22KNew |
$212K - $228K
|
2.22K
$239K
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.07KNew |
$198K - $213K
|
2.07K
$223K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2KNew |
$191K - $206K
|
2K
$215K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.9K+ 70.44% |
$181K - $195K
|
4.6K
$494K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.75K+ 45.73% |
$167K - $180K
|
5.57K
$599K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.73K+ 12.44% |
$165K - $178K
|
15.7K
$1.69M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63K+ 6.25% |
$156K - $168K
|
27.7K
$2.98M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.56K+ 127.87% |
$149K - $160K
|
2.78K
$299K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.47K+ 64.56% |
$140K - $151K
|
3.74K
$403K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 35.24% |
$133K - $144K
|
5.37K
$578K
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.31K+ 4.94% |
$125K - $134K
|
27.8K
$2.99M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.26K+ 14.82% |
$120K - $129K
|
9.76K
$1.05M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.24KNew |
$119K - $128K
|
1.24K
$134K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.16K+ 5.23% |
$110K - $119K
|
23.3K
$2.5M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.07KNew |
$102K - $110K
|
1.07K
$116K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
796+ 6.4% |
$75.9K - $81.8K
|
13.2K
$1.42M
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
614+ 9.84% |
$58.5K - $63.1K
|
6.85K
$737K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
583+ 3.66% |
$55.6K - $59.9K
|
16.5K
$1.78M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
502+ 14.03% |
$47.9K - $51.6K
|
4.08K
$439K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
459+ 7.17% |
$43.8K - $47.2K
|
6.86K
$738K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
388+ 0.21% |
$37K - $39.9K
|
189K
$20.3M
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
300+ 33.33% |
$28.6K - $30.8K
|
1.2K
$129K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
242New |
$23.1K - $24.9K
|
242
$26K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
231+ 34.53% |
$22K - $23.7K
|
900
$96.8K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
224+ 3.76% |
$21.4K - $23K
|
6.18K
$665K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
170+ 7.22% |
$16.2K - $17.5K
|
2.52K
$271K
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
125New |
$11.9K - $12.8K
|
125
$13.4K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
104+ 2.07% |
$9.91K - $10.7K
|
5.12K
$551K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
68+ 68.0% |
$6.48K - $6.99K
|
168
$18.1K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 43.44% |
$5.05K - $5.45K
|
175
$18.8K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
52+ 1.17% |
$4.96K - $5.34K
|
4.5K
$484K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38New |
$3.62K - $3.91K
|
38
$4.09K
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
28+ 0.57% |
$2.67K - $2.88K
|
4.92K
$529K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
25+ 32.89% |
$2.38K - $2.57K
|
101
$10.9K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 1.42% |
$1.91K - $2.06K
|
1.43K
$154K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 0.39% |
$1.53K - $1.64K
|
4.07K
$438K
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5+ 0.21% |
$477 - $514
|
2.38K
$256K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5+ 0.12% |
$477 - $514
|
4.28K
$460K
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.21% |
$477 - $514
|
2.39K
$257K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.02% |
$286 - $308
|
19K
$2.04M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.52% |
$286 - $308
|
584
$62.8K
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.01% |
$191 - $206
|
13.5K
$1.45M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.53% |
$95.3 - $103
|
188
$20.2K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$95.3 - $103
|
2.9K
$312K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.82% |
$95.3 - $103
|
56
$6.02K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.07% |
$95.3 - $103
|
1.4K
$150K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
17.2K+ 7.59% |
$1.62M - $1.81M
|
243K
$26.1M
|