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 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 8.96% |
$14.2K - $15.9K
|
1.53K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.1% |
$284 - $317
|
2.87K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 2.5% |
$94.7 - $106
|
41
$4.01K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$5.4K - $6.03K
|
57
$5.58K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 4.54% |
$568K - $634K
|
126K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
688+ 0.82% |
$65.1K - $72.7K
|
84.1K
$8.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-705- 4.25% |
$66.7K - $74.5K
|
15.9K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.21K+ 15.12% |
$209K - $234K
|
16.8K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
17.3KNew |
$1.64M - $1.83M
|
17.3K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
187New |
$17.7K - $19.8K
|
187
$18.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.98K+ 24.31% |
$660K - $738K
|
35.7K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36K+ 15.69% |
$129K - $144K
|
10K
$981K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.35KNew |
$317K - $354K
|
3.35K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.53KNew |
$902K - $1.01M
|
9.53K
$933K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.91K- 4.6% |
$276K - $308K
|
60.4K
$5.9M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.3K+ 200.8% |
$502K - $560K
|
7.94K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-115- 1.65% |
$10.9K - $12.2K
|
6.86K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.44K+ 28.71% |
$326K - $364K
|
15.4K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-50- 1.61% |
$4.73K - $5.29K
|
3.06K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.69% |
$379 - $423
|
581
$56.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
4.89KNew |
$463K - $517K
|
4.89K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.21KNew |
$115K - $128K
|
1.21K
$119K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
212+ 7.37% |
$20.1K - $22.4K
|
3.09K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
17.2K+ 7.59% |
$1.62M - $1.81M
|
243K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 9.53% |
$47.3K - $52.9K
|
4.74K
$464K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$284 - $317
|
3.66K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-400- 8.16% |
$37.9K - $42.3K
|
4.5K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
175New |
$16.6K - $18.5K
|
175
$17.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.06K+ 2.37% |
$100K - $112K
|
45.6K
$4.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 24.37% |
$102K - $114K
|
3.33K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.41K+ 38.72% |
$228K - $255K
|
8.64K
$845K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.39K- 2.06% |
$227K - $253K
|
114K
$11.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.17% |
$757 - $846
|
4.75K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.34K+ 20.92% |
$221K - $247K
|
13.5K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6K- 66.51% |
$568K - $634K
|
3.02K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-323- 7.8% |
$30.6K - $34.2K
|
3.82K
$374K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
45+ 1.02% |
$4.26K - $4.76K
|
4.45K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.35K+ 7.11% |
$128K - $143K
|
20.4K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
24.7KNew |
$2.33M - $2.61M
|
24.7K
$2.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.46K- 22.44% |
$232K - $260K
|
8.49K
$830K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-200- 0.39% |
$18.9K - $21.1K
|
51K
$4.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-468- 5.98% |
$44.3K - $49.5K
|
7.35K
$719K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 0.74% |
$757 - $846
|
1.09K
$107K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-386- 7.69% |
$36.5K - $40.8K
|
4.63K
$453K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-240- 2.19% |
$22.7K - $25.4K
|
10.7K
$1.05M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-10- 2.66% |
$947 - $1.06K
|
366
$35.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-400- 13.3% |
$37.9K - $42.3K
|
2.61K
$255K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$568 - $634
|
980
$95.9K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-173- 0.84% |
$16.4K - $18.3K
|
20.4K
$2M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.34K+ 30.58% |
$204K - $239K
|
10K
$979K
|
|