Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
39.6KNew |
$4.4M - $4.62M
|
39.6K
$4.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
11.6KNew |
$1.29M - $1.35M
|
11.6K
$1.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.93KNew |
$325K - $342K
|
2.93K
$327K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66K+ 19.92% |
$296K - $311K
|
16K
$1.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.86KNew |
$207K - $217K
|
1.86K
$208K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
802+ 24.24% |
$89.1K - $93.7K
|
4.11K
$459K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
566+ 4.98% |
$62.9K - $66.1K
|
11.9K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 0.42% |
$5K - $5.26K
|
10.9K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
35+ 89.74% |
$3.89K - $4.09K
|
74
$8.27K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28+ 1.38% |
$3.11K - $3.27K
|
2.06K
$230K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.15% |
$778 - $818
|
4.77K
$533K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$111 - $117
|
2.92K
$326K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-15- 0.21% |
$1.67K - $1.75K
|
7.09K
$792K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-38- 0.78% |
$4.22K - $4.44K
|
4.84K
$541K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38- 1.1% |
$4.22K - $4.44K
|
3.42K
$382K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-108- 0.72% |
$12K - $12.6K
|
14.9K
$1.67M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-125- 0.64% |
$13.9K - $14.6K
|
19.3K
$2.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-192- 0.69% |
$21.3K - $22.4K
|
27.5K
$3.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-331- 18.9% |
$36.8K - $38.7K
|
1.42K
$159K
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-424- 2.0% |
$47.1K - $49.5K
|
20.8K
$2.32M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.07K- 5.99% |
$119K - $125K
|
16.8K
$1.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.5K- 9.67% |
$277K - $292K
|
23.3K
$2.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.31K- 28.46% |
$368K - $387K
|
8.33K
$930K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.3K- 36.73% |
$2.04M - $2.14M
|
31.6K
$3.53M
|
|