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 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.42KNew |
$513K - $573K
|
5.42K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.3K+ 200.8% |
$502K - $560K
|
7.94K
$832K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.19K+ 5.93% |
$492K - $549K
|
92.7K
$9.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.56K+ 7.62% |
$337K - $376K
|
50.2K
$5.26M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
3.5KNew |
$331K - $370K
|
3.5K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.44K+ 28.71% |
$326K - $364K
|
15.4K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.35KNew |
$317K - $354K
|
3.35K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.3K+ 131.8% |
$313K - $349K
|
5.81K
$609K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.26KNew |
$308K - $344K
|
3.26K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$246K - $275K
|
2.6K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.49KNew |
$236K - $264K
|
2.49K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.41K+ 38.72% |
$228K - $255K
|
8.64K
$906K
|
|
|
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
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.34K+ 20.92% |
$221K - $247K
|
13.5K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.19KNew |
$207K - $232K
|
2.19K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2KNew |
$189K - $212K
|
2K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.82KNew |
$172K - $192K
|
1.82K
$190K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.56K+ 17.75% |
$148K - $165K
|
10.4K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.21KNew |
$115K - $128K
|
1.21K
$127K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.06K+ 2.37% |
$100K - $112K
|
45.6K
$4.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
688+ 0.82% |
$65.1K - $72.7K
|
84.1K
$8.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
604+ 20.42% |
$57.2K - $63.9K
|
3.56K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
555+ 15.21% |
$52.5K - $58.7K
|
4.2K
$441K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
458New |
$43.3K - $48.4K
|
458
$48K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
417+ 13.35% |
$39.5K - $44.1K
|
3.54K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
306+ 15.3% |
$29K - $32.4K
|
2.31K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
212+ 7.37% |
$20.1K - $22.4K
|
3.09K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
175New |
$16.6K - $18.5K
|
175
$18.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142New |
$13.4K - $15K
|
142
$14.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
140New |
$13.3K - $14.8K
|
140
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
82+ 3.74% |
$7.76K - $8.67K
|
2.27K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
74New |
$7K - $7.82K
|
74
$7.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
53New |
$5.02K - $5.6K
|
53
$5.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 50.0% |
$4.73K - $5.29K
|
150
$15.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
29New |
$2.74K - $3.07K
|
29
$3.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$2.37K - $2.64K
|
25
$2.62K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16+ 0.75% |
$1.51K - $1.69K
|
2.16K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
11New |
$1.04K - $1.16K
|
11
$1.15K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.47% |
$1.04K - $1.16K
|
2.37K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.5% |
$94.7 - $106
|
41
$4.3K
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
77.2KNew |
$6.74M - $7.9M
|
77.2K
$8.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
40.5KNew |
$3.54M - $4.14M
|
40.5K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.4K+ 10133.33% |
$2.92M - $3.42M
|
33.8K
$3.54M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
11.5KNew |
$1M - $1.18M
|
11.5K
$1.21M
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
8.65K+ 16.98% |
$754K - $884K
|
59.6K
$6.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.56K+ 28.5% |
$485K - $568K
|
25.1K
$2.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.77K+ 2.28% |
$242K - $284K
|
124K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.56KNew |
$223K - $261K
|
2.56K
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.41KNew |
$210K - $246K
|
2.41K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$207K - $243K
|
2.38K
$249K
|
|