Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
353K+ 1234.35% |
$36.6M - $39.2M
|
381K
$42.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
338KNew |
$35M - $37.6M
|
338K
$37.7M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
232KNew |
$24M - $25.8M
|
232K
$25.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
170KNew |
$17.6M - $18.8M
|
170K
$18.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
83.1KNew |
$8.62M - $9.24M
|
83.1K
$9.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
76.6KNew |
$7.94M - $8.51M
|
76.6K
$8.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.4K+ 41.78% |
$6.99M - $7.49M
|
229K
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.6K+ 5.5% |
$5.36M - $5.74M
|
990K
$111M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49.5K+ 12511.36% |
$5.14M - $5.51M
|
49.9K
$5.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48K+ 15.33% |
$4.98M - $5.33M
|
361K
$40.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.5K+ 60.9% |
$3.37M - $3.61M
|
85.8K
$9.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
25.8KNew |
$2.68M - $2.87M
|
25.8K
$2.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
25.7KNew |
$2.67M - $2.86M
|
25.7K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.9K+ 178.01% |
$2.58M - $2.77M
|
38.9K
$4.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22K+ 54.93% |
$2.28M - $2.45M
|
62.1K
$6.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 2.98% |
$2.09M - $2.24M
|
696K
$77.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9K+ 821.39% |
$1.75M - $1.87M
|
18.9K
$2.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
14.7KNew |
$1.53M - $1.63M
|
14.7K
$1.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.3K+ 17.45% |
$1.48M - $1.58M
|
95.9K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
13KNew |
$1.34M - $1.44M
|
13K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
11.8KNew |
$1.22M - $1.31M
|
11.8K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 9.8% |
$1.1M - $1.18M
|
119K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
8.58KNew |
$890K - $954K
|
8.58K
$958K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.27K+ 4.03% |
$858K - $920K
|
213K
$23.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.17KNew |
$847K - $908K
|
8.17K
$912K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.32KNew |
$759K - $814K
|
7.32K
$818K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.66K+ 25.58% |
$691K - $741K
|
32.7K
$3.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.63KNew |
$687K - $737K
|
6.63K
$740K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.1K+ 11.52% |
$633K - $678K
|
59K
$6.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.47K+ 5.77% |
$567K - $608K
|
100K
$11.2M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.25K+ 58.42% |
$544K - $583K
|
14.2K
$1.59M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.88KNew |
$506K - $542K
|
4.88K
$545K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.67K+ 51.96% |
$484K - $519K
|
13.7K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47KNew |
$463K - $497K
|
4.47K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.2KNew |
$436K - $467K
|
4.2K
$470K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.17K+ 46.99% |
$433K - $464K
|
13.1K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.07K+ 21.69% |
$422K - $453K
|
22.9K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 15.87% |
$343K - $368K
|
24.2K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.15K+ 3.59% |
$327K - $351K
|
91.1K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.13KNew |
$325K - $348K
|
3.13K
$350K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$321K - $345K
|
3.1K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3KNew |
$311K - $334K
|
3K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.92KNew |
$303K - $325K
|
2.92K
$326K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.89KNew |
$300K - $321K
|
2.89K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.87KNew |
$298K - $319K
|
2.87K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.86K+ 52.77% |
$297K - $318K
|
8.28K
$925K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.71KNew |
$281K - $301K
|
2.71K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.6K+ 6.48% |
$269K - $289K
|
42.7K
$4.77M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.47KNew |
$256K - $274K
|
2.47K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.46K+ 5.55% |
$255K - $273K
|
46.7K
$5.22M
|
|