Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22- 0.44% |
$2.08K - $2.33K
|
5.02K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-37- 2.56% |
$3.5K - $3.91K
|
1.41K
$141K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-50- 1.61% |
$4.73K - $5.29K
|
3.06K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-60- 8.33% |
$5.68K - $6.34K
|
660
$66.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-75- 0.72% |
$7.1K - $7.93K
|
10.4K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-115- 1.65% |
$10.9K - $12.2K
|
6.86K
$688K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-135- 4.69% |
$12.8K - $14.3K
|
2.74K
$275K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 8.96% |
$14.2K - $15.9K
|
1.53K
$153K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-173- 0.84% |
$16.4K - $18.3K
|
20.4K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-200- 0.39% |
$18.9K - $21.1K
|
51K
$5.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-240- 2.19% |
$22.7K - $25.4K
|
10.7K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-299- 4.78% |
$28.3K - $31.6K
|
5.96K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-323- 7.8% |
$30.6K - $34.2K
|
3.82K
$383K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-333- 4.44% |
$31.5K - $35.2K
|
7.18K
$720K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-340- 3.82% |
$32.2K - $35.9K
|
8.55K
$858K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-386- 7.69% |
$36.5K - $40.8K
|
4.63K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 8.16% |
$37.9K - $42.3K
|
4.5K
$451K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-400- 13.3% |
$37.9K - $42.3K
|
2.61K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-468- 5.98% |
$44.3K - $49.5K
|
7.35K
$737K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 9.53% |
$47.3K - $52.9K
|
4.74K
$476K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-612- 16.38% |
$57.9K - $64.7K
|
3.13K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-705- 4.25% |
$66.7K - $74.5K
|
15.9K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.04K- 5.66% |
$98.2K - $110K
|
17.3K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 24.37% |
$102K - $114K
|
3.33K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 2.06% |
$227K - $253K
|
114K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.46K- 22.44% |
$232K - $260K
|
8.49K
$851K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.46K- 17.7% |
$233K - $260K
|
11.4K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.56K- 50.45% |
$243K - $271K
|
2.52K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.91K- 4.6% |
$276K - $308K
|
60.4K
$6.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.56K- 6.19% |
$336K - $376K
|
53.9K
$5.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6K- 66.51% |
$568K - $634K
|
3.02K
$303K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 4.54% |
$568K - $634K
|
126K
$12.6M
|