Purchases and Sales Made in Q1 2025 in Ishares Tr U S Utils ETF (IDU)
This table provides information about the institutional ownership of Ishares Tr U S Utils ETF (IDU) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR U S UTILS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.09MNew |
$104M - $112M
|
1.09M
$114M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
635KNew |
$60.5M - $65.3M
|
635K
$66.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
113KNew |
$10.8M - $11.6M
|
113K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
97.4K+ 24.24% |
$9.28M - $10M
|
499K
$52.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
75.9K+ 509.77% |
$7.23M - $7.8M
|
90.7K
$9.51M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
38KNew |
$3.62M - $3.91M
|
38K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
38KNew |
$3.62M - $3.91M
|
38K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.5KNew |
$3.57M - $3.85M
|
37.5K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.7KNew |
$3.5M - $3.77M
|
36.7K
$3.85M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.2K+ 507.75% |
$2.02M - $2.18M
|
25.4K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.3KNew |
$1.65M - $1.78M
|
17.3K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 6.61% |
$1.52M - $1.64M
|
258K
$27M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
15KNew |
$1.43M - $1.54M
|
15K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 11.37% |
$1.23M - $1.32M
|
126K
$13.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.2KNew |
$976K - $1.05M
|
10.2K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.49K+ 200.0% |
$904K - $975K
|
14.2K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
9.22KNew |
$879K - $948K
|
9.22K
$967K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7KNew |
$667K - $719K
|
7K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.94K+ 29.77% |
$662K - $714K
|
30.3K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.91KNew |
$659K - $710K
|
6.91K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.7K+ 43.24% |
$639K - $688K
|
22.2K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.36K+ 11.81% |
$607K - $654K
|
60.3K
$6.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6.27K+ 81.82% |
$598K - $645K
|
13.9K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.76K+ 45.99% |
$454K - $489K
|
15.1K
$1.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.27KNew |
$407K - $439K
|
4.27K
$448K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.24KNew |
$404K - $436K
|
4.24K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.18KNew |
$398K - $429K
|
4.18K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.98K+ 23.62% |
$379K - $409K
|
20.8K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.02K+ 90.67% |
$288K - $311K
|
6.36K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3KNew |
$286K - $308K
|
3K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.93KNew |
$279K - $301K
|
2.93K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.59K+ 5.86% |
$247K - $266K
|
46.8K
$4.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.57KNew |
$245K - $264K
|
2.57K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 2.01% |
$240K - $258K
|
128K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.36KNew |
$225K - $243K
|
2.36K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.33KNew |
$223K - $240K
|
2.33K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.29KNew |
$218K - $235K
|
2.29K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 26.33% |
$213K - $230K
|
10.7K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.22KNew |
$212K - $228K
|
2.22K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.07KNew |
$198K - $213K
|
2.07K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2KNew |
$191K - $206K
|
2K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.9K+ 70.44% |
$181K - $195K
|
4.6K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.75K+ 45.73% |
$167K - $180K
|
5.57K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.73K+ 12.44% |
$165K - $178K
|
15.7K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.7K+ 6.89% |
$162K - $175K
|
26.4K
$2.76M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63K+ 6.25% |
$156K - $168K
|
27.7K
$2.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.63KNew |
$155K - $167K
|
1.63K
$170K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.56K+ 127.87% |
$149K - $160K
|
2.78K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.47K+ 64.56% |
$140K - $151K
|
3.74K
$392K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.44K+ 7.04% |
$137K - $147K
|
21.8K
$2.29M
|