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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.4K+ 8.1% |
$134K - $144K
|
18.7K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.4K+ 35.24% |
$133K - $144K
|
5.37K
$563K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.31K+ 4.94% |
$125K - $134K
|
27.8K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.26K+ 14.82% |
$120K - $129K
|
9.76K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.24KNew |
$119K - $128K
|
1.24K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.16K+ 5.23% |
$110K - $119K
|
23.3K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.07KNew |
$102K - $110K
|
1.07K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
880+ 30.06% |
$83.9K - $90.4K
|
3.81K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
796+ 6.4% |
$75.9K - $81.8K
|
13.2K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
789+ 886.52% |
$75.2K - $81.1K
|
878
$92K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
635+ 112.39% |
$60.5K - $65.3K
|
1.2K
$126K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
614+ 9.84% |
$58.5K - $63.1K
|
6.85K
$718K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
583+ 3.66% |
$55.6K - $59.9K
|
16.5K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
502+ 14.03% |
$47.9K - $51.6K
|
4.08K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
459+ 7.17% |
$43.8K - $47.2K
|
6.86K
$720K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
388+ 0.21% |
$37K - $39.9K
|
189K
$19.8M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
330+ 1.62% |
$31.5K - $33.9K
|
20.7K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
300+ 33.33% |
$28.6K - $30.8K
|
1.2K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
242New |
$23.1K - $24.9K
|
242
$25.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
231+ 34.53% |
$22K - $23.7K
|
900
$94.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
224+ 3.76% |
$21.4K - $23K
|
6.18K
$648K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
191+ 12.35% |
$18.2K - $19.6K
|
1.74K
$182K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
191+ 0.17% |
$18.2K - $19.6K
|
114K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
170+ 7.22% |
$16.2K - $17.5K
|
2.52K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
157+ 1.02% |
$15K - $16.1K
|
15.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
153+ 15.61% |
$14.6K - $15.7K
|
1.13K
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
125New |
$11.9K - $12.8K
|
125
$13.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
104+ 2.07% |
$9.91K - $10.7K
|
5.12K
$537K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
68+ 68.0% |
$6.48K - $6.99K
|
168
$17.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
59+ 103.51% |
$5.62K - $6.06K
|
116
$12.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
53+ 43.44% |
$5.05K - $5.45K
|
175
$18.3K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
52+ 1.17% |
$4.96K - $5.34K
|
4.5K
$471K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38New |
$3.62K - $3.91K
|
38
$3.98K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
28+ 0.57% |
$2.67K - $2.88K
|
4.92K
$516K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
25+ 32.89% |
$2.38K - $2.57K
|
101
$10.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 1.42% |
$1.91K - $2.06K
|
1.43K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16+ 0.39% |
$1.53K - $1.64K
|
4.07K
$427K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.55% |
$572 - $617
|
1.1K
$115K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.13% |
$572 - $617
|
4.75K
$498K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.21% |
$477 - $514
|
2.39K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5+ 0.12% |
$477 - $514
|
4.28K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5+ 0.21% |
$477 - $514
|
2.38K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.02% |
$286 - $308
|
19K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.52% |
$286 - $308
|
584
$61.2K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2+ 0.01% |
$191 - $206
|
13.5K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$95.3 - $103
|
2.9K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.82% |
$95.3 - $103
|
56
$5.87K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.07% |
$95.3 - $103
|
1.4K
$147K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.53% |
$95.3 - $103
|
188
$19.7K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|