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 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-396- 2.85% |
$37.5K - $41.9K
|
13.5K
$1.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-400- 13.3% |
$37.9K - $42.3K
|
2.61K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 8.16% |
$37.9K - $42.3K
|
4.5K
$447K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-400- 14.53% |
$37.9K - $42.3K
|
2.35K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-468- 5.98% |
$44.3K - $49.5K
|
7.35K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-479- 5.77% |
$45.3K - $50.6K
|
7.83K
$778K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 9.53% |
$47.3K - $52.9K
|
4.74K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-502- 1.89% |
$47.5K - $53.1K
|
26.1K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-530- 63.86% |
$50.2K - $56K
|
300
$29.8K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-566- 19.9% |
$53.6K - $59.8K
|
2.28K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-571- 2.11% |
$54K - $60.4K
|
26.5K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-612- 16.38% |
$57.9K - $64.7K
|
3.13K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-705- 4.25% |
$66.7K - $74.5K
|
15.9K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-713- 4.44% |
$67.5K - $75.4K
|
15.3K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-797- 2.97% |
$75.4K - $84.3K
|
26.1K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-817- 8.18% |
$77.3K - $86.4K
|
9.18K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-828- 17.4% |
$78.4K - $87.5K
|
3.93K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1K- 41.67% |
$94.7K - $106K
|
1.4K
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.04K- 5.66% |
$98.2K - $110K
|
17.3K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 24.37% |
$102K - $114K
|
3.33K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.01K- 8.34% |
$191K - $213K
|
22.1K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 2.06% |
$227K - $253K
|
114K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.46K- 22.44% |
$232K - $260K
|
8.49K
$843K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.46K- 17.7% |
$233K - $260K
|
11.4K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.52K- 17.57% |
$239K - $267K
|
11.8K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.56K- 50.45% |
$243K - $271K
|
2.52K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.89K- 3.22% |
$274K - $306K
|
86.8K
$8.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.91K- 4.6% |
$276K - $308K
|
60.4K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.01K- 47.97% |
$285K - $318K
|
3.27K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.29K- 2.91% |
$312K - $348K
|
110K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.56K- 6.19% |
$336K - $376K
|
53.9K
$5.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6K- 66.51% |
$568K - $634K
|
3.02K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 4.54% |
$568K - $634K
|
126K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.16K- 23.54% |
$678K - $757K
|
23.3K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.22K- 2.24% |
$873K - $975K
|
402K
$39.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.6K- 1.99% |
$1.1M - $1.23M
|
571K
$56.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-15K- 2.35% |
$1.42M - $1.58M
|
622K
$61.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.5K- 20.67% |
$2.8M - $3.12M
|
113K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.2K- 84.8% |
$3.24M - $3.62M
|
6.13K
$609K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.3K- 12.41% |
$3.24M - $3.62M
|
242K
$24M
|