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 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30+ 0.14% |
$2.84K - $3.17K
|
22K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
29New |
$2.74K - $3.07K
|
29
$2.88K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 2.21% |
$2.56K - $2.85K
|
1.25K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$2.37K - $2.64K
|
25
$2.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16+ 0.75% |
$1.51K - $1.69K
|
2.16K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14+ 0.35% |
$1.33K - $1.48K
|
4.05K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 0.07% |
$1.23K - $1.37K
|
19K
$1.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.13% |
$1.14K - $1.27K
|
9.04K
$898K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.47% |
$1.04K - $1.16K
|
2.37K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
11New |
$1.04K - $1.16K
|
11
$1.09K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.17% |
$757 - $846
|
4.75K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.74% |
$757 - $846
|
1.09K
$108K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$568 - $634
|
980
$97.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.12% |
$473 - $529
|
4.18K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.69% |
$379 - $423
|
581
$57.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$284 - $317
|
2.87K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$284 - $317
|
3.66K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.5% |
$94.7 - $106
|
41
$4.07K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1- 1.25% |
$94.7 - $106
|
79
$7.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 83.33% |
$473 - $529
|
1
$99.3
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-10- 2.66% |
$947 - $1.06K
|
366
$36.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-17- 0.24% |
$1.61K - $1.8K
|
6.97K
$692K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-17- 0.59% |
$1.61K - $1.8K
|
2.88K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-19- 0.1% |
$1.8K - $2.01K
|
19.4K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21- 0.66% |
$1.99K - $2.22K
|
3.16K
$314K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22- 0.44% |
$2.08K - $2.33K
|
5.02K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-37- 2.56% |
$3.5K - $3.91K
|
1.41K
$140K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-50- 1.61% |
$4.73K - $5.29K
|
3.06K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-60- 8.33% |
$5.68K - $6.34K
|
660
$65.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-75- 0.72% |
$7.1K - $7.93K
|
10.4K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-115- 1.65% |
$10.9K - $12.2K
|
6.86K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-135- 4.69% |
$12.8K - $14.3K
|
2.74K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 8.96% |
$14.2K - $15.9K
|
1.53K
$151K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-173- 0.84% |
$16.4K - $18.3K
|
20.4K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-174- 0.76% |
$16.5K - $18.4K
|
22.8K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 3.49% |
$18.9K - $21.1K
|
5.54K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 7.21% |
$18.9K - $21.1K
|
2.58K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-200- 0.39% |
$18.9K - $21.1K
|
51K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-216- 2.48% |
$20.4K - $22.8K
|
8.5K
$844K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-223- 5.87% |
$21.1K - $23.6K
|
3.58K
$356K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-240- 2.19% |
$22.7K - $25.4K
|
10.7K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-299- 4.78% |
$28.3K - $31.6K
|
5.96K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-317- 13.67% |
$30K - $33.5K
|
2K
$199K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-323- 7.8% |
$30.6K - $34.2K
|
3.82K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-331- 10.24% |
$31.3K - $35K
|
2.9K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-333- 4.44% |
$31.5K - $35.2K
|
7.18K
$713K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-340- 3.82% |
$32.2K - $35.9K
|
8.55K
$849K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-386- 7.69% |
$36.5K - $40.8K
|
4.63K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-392- 7.04% |
$37.1K - $41.4K
|
5.18K
$515K
|