Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-605- 7.07% |
$57.7K - $62.2K
|
7.95K
$833K
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-535- 2.35% |
$51K - $55K
|
22.2K
$2.33M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-464- 2.68% |
$44.2K - $47.7K
|
16.8K
$1.76M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-387- 1.84% |
$36.9K - $39.8K
|
20.6K
$2.16M
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-310- 10.13% |
$29.6K - $31.9K
|
2.75K
$288K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-294- 2.09% |
$28K - $30.2K
|
13.8K
$1.44M
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-286- 1.52% |
$27.3K - $29.4K
|
18.6K
$1.95M
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-266- 1.68% |
$25.4K - $27.3K
|
15.6K
$1.64M
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-258- 2.71% |
$24.6K - $26.5K
|
9.28K
$972K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-240- 10.54% |
$22.9K - $24.7K
|
2.04K
$214K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-237- 8.23% |
$22.6K - $24.4K
|
2.64K
$277K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-225- 1.02% |
$21.4K - $23.1K
|
21.8K
$2.29M
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-207- 5.65% |
$19.7K - $21.3K
|
3.46K
$362K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200Closed |
$19.1K - $20.6K
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-200- 7.52% |
$19.1K - $20.6K
|
2.46K
$258K
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 4.44% |
$19.1K - $20.6K
|
4.3K
$451K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-155- 5.65% |
$14.8K - $15.9K
|
2.59K
$271K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-125- 2.26% |
$11.9K - $12.8K
|
5.41K
$567K
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-120- 1.72% |
$11.4K - $12.3K
|
6.85K
$718K
|
|
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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-86- 1.38% |
$8.2K - $8.84K
|
6.16K
$646K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-77- 12.42% |
$7.34K - $7.91K
|
543
$56.9K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-70- 0.19% |
$6.67K - $7.19K
|
37.3K
$3.91M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-58- 50.0% |
$5.53K - $5.96K
|
58
$6.08K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 3.28% |
$4.77K - $5.14K
|
1.48K
$155K
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-42- 1.39% |
$4K - $4.32K
|
2.98K
$312K
|
|
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 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-34- 25.37% |
$3.24K - $3.49K
|
100
$10.5K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-26- 6.57% |
$2.48K - $2.67K
|
370
$38.8K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-23- 6.04% |
$2.19K - $2.36K
|
358
$37.5K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22- 0.42% |
$2.1K - $2.26K
|
5.16K
$541K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.48% |
$95.3 - $103
|
206
$21.6K
|
|
Q4 2024 | |||||||
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.16K- 23.54% |
$678K - $757K
|
23.3K
$2.44M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 4.54% |
$568K - $634K
|
126K
$13.2M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.56K- 50.45% |
$243K - $271K
|
2.52K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-828- 17.4% |
$78.4K - $87.5K
|
3.93K
$412K
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-713- 4.44% |
$67.5K - $75.4K
|
15.3K
$1.61M
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-612- 16.38% |
$57.9K - $64.7K
|
3.13K
$328K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-479- 5.77% |
$45.3K - $50.6K
|
7.83K
$821K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-400- 13.3% |
$37.9K - $42.3K
|
2.61K
$273K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-333- 4.44% |
$31.5K - $35.2K
|
7.18K
$752K
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 7.21% |
$18.9K - $21.1K
|
2.58K
$270K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-60- 8.33% |
$5.68K - $6.34K
|
660
$69.2K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21- 0.66% |
$1.99K - $2.22K
|
3.16K
$331K
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-10- 2.66% |
$947 - $1.06K
|
366
$38.4K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 83.33% |
$473 - $529
|
1
$105
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 1.25% |
$94.7 - $106
|
79
$8.28K
|
|
Q3 2024 | |||||||
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-600- 15.0% |
$52.3K - $61.3K
|
3.4K
$356K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-168- 3.07% |
$14.6K - $17.2K
|
5.3K
$555K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-135- 11.89% |
$11.8K - $13.8K
|
1K
$105K
|