Latest Institutional Transactions on Ishares Tr U S Utils ETF (IDU)
This table provides information on the latest institutional transactions involving Ishares Tr U S Utils ETF (IDU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5.95K+ 31.76% |
$661K - $695K
|
24.7K
$2.76M
|
|
|
Jan 30, 2026
Q4 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
900New |
$100K - $105K
|
900
$101K
|
|
|
Jan 30, 2026
Q4 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
573+ 0.82% |
$63.7K - $66.9K
|
70.4K
$7.86M
|
|
|
Jan 30, 2026
Q4 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.44% |
$111 - $117
|
42
$4.69K
|
|
|
Jan 30, 2026
Q4 2025
|
Us Bancorp \De\
|
BUY
|
- |
2+ 0.11% |
$222 - $234
|
1.83K
$205K
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.51K+ 23.25% |
$167K - $176K
|
7.98K
$892K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-888- 1.81% |
$98.7K - $104K
|
48.1K
$5.37M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.89K+ 27.34% |
$432K - $455K
|
18.1K
$2.02M
|
|
|
Jan 29, 2026
Q4 2025
|
High Point Wealth Management, LLC
Chester, NJ |
BUY
|
- |
73New |
$8.11K - $8.53K
|
73
$8.15K
|
|
|
Jan 29, 2026
Q4 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.56% |
$222 - $234
|
362
$40.4K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-539- 3.37% |
$59.9K - $63K
|
15.4K
$1.72M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
390+ 4.31% |
$43.3K - $45.6K
|
9.43K
$1.05M
|
|
|
Jan 29, 2026
Q4 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
170New |
$18.9K - $19.9K
|
170
$19K
|
|
|
Jan 28, 2026
Q4 2025
|
Field & Main Bank
|
SELL
|
- |
-30- 1.11% |
$3.33K - $3.51K
|
2.68K
$299K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-519- 3.65% |
$57.7K - $60.6K
|
13.7K
$1.53M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.24KNew |
$249K - $262K
|
2.24K
$251K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-19- 0.02% |
$2.11K - $2.22K
|
95.9K
$10.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-10- 0.52% |
$1.11K - $1.17K
|
1.93K
$215K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-80- 9.07% |
$8.89K - $9.35K
|
802
$89.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
646+ 22.51% |
$71.8K - $75.5K
|
3.52K
$393K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-110- 35.48% |
$12.2K - $12.9K
|
200
$22.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-33- 0.55% |
$3.67K - $3.86K
|
5.98K
$668K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
581+ 25.79% |
$64.6K - $67.9K
|
2.83K
$317K
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.45K+ 10.92% |
$716K - $753K
|
65.5K
$7.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.07KNew |
$231K - $242K
|
2.07K
$232K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-100- 20.41% |
$11.1K - $11.7K
|
390
$43.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-560- 6.53% |
$62.2K - $65.4K
|
8.02K
$896K
|
|
|
Jan 23, 2026
Q4 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-260- 8.34% |
$28.9K - $30.4K
|
2.86K
$319K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.44% |
$1.11K - $1.17K
|
2.26K
$253K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
208+ 12.99% |
$23.1K - $24.3K
|
1.81K
$202K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.46% |
$222 - $234
|
436
$48.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.51% |
$1.67K - $1.75K
|
2.93K
$327K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.68% |
$445 - $467
|
595
$66.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.28% |
$1.33K - $1.4K
|
4.26K
$476K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.21KNew |
$135K - $142K
|
1.21K
$135K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
535+ 48.29% |
$59.5K - $62.5K
|
1.64K
$184K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 4.62% |
$1.67K - $1.75K
|
340
$38K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
167+ 2.16% |
$18.6K - $19.5K
|
7.91K
$884K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-165- 0.35% |
$18.3K - $19.3K
|
46.4K
$5.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.21K- 17.54% |
$245K - $258K
|
10.4K
$1.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
253+ 3.1% |
$28.1K - $29.6K
|
8.42K
$941K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-310- 4.7% |
$34.5K - $36.2K
|
6.28K
$702K
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
SELL
|
- |
-175- 1.24% |
$19.5K - $20.4K
|
13.9K
$1.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-498- 1.93% |
$55.4K - $58.2K
|
25.2K
$2.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
721+ 1.05% |
$80.1K - $84.2K
|
69.7K
$7.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-38- 1.1% |
$4.22K - $4.44K
|
3.42K
$382K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 0.42% |
$5K - $5.26K
|
10.9K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.93KNew |
$325K - $342K
|
2.93K
$327K
|
|
|
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
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
39.6KNew |
$4.4M - $4.62M
|
39.6K
$4.42M
|
|