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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-817- 8.18% |
$77.3K - $86.4K
|
9.18K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$2.37K - $2.64K
|
25
$2.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-828- 17.4% |
$78.4K - $87.5K
|
3.93K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.6K+ 16.85% |
$1M - $1.12M
|
73.3K
$7.34M
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.19KNew |
$207K - $232K
|
2.19K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-216- 2.48% |
$20.4K - $22.8K
|
8.5K
$851K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
56+ 1.33% |
$5.3K - $5.92K
|
4.27K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.57K+ 6.36% |
$527K - $589K
|
93.2K
$9.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30+ 0.14% |
$2.84K - $3.17K
|
22K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.8K+ 123.06% |
$3.38M - $3.78M
|
64.8K
$6.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.29K- 2.91% |
$312K - $348K
|
110K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$246K - $275K
|
2.6K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-17- 0.24% |
$1.61K - $1.8K
|
6.97K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.79K+ 26.22% |
$359K - $401K
|
18.3K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
417+ 13.35% |
$39.5K - $44.1K
|
3.54K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 3.49% |
$18.9K - $21.1K
|
5.54K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$18.9K - $21.1K
|
200
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.01K- 47.97% |
$285K - $318K
|
3.27K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14+ 0.35% |
$1.33K - $1.48K
|
4.05K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-479- 5.77% |
$45.3K - $50.6K
|
7.83K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
306+ 15.3% |
$29K - $32.4K
|
2.31K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-530- 63.86% |
$50.2K - $56K
|
300
$30K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
667+ 13.94% |
$63.1K - $70.5K
|
5.45K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
53New |
$5.02K - $5.6K
|
53
$5.31K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.65K+ 0.36% |
$156K - $175K
|
459K
$45.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-19- 0.1% |
$1.8K - $2.01K
|
19.4K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.34K+ 36.7% |
$316K - $353K
|
12.4K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.82KNew |
$172K - $192K
|
1.82K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.88K+ 5.31% |
$178K - $199K
|
37.3K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 7.21% |
$18.9K - $21.1K
|
2.58K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
137+ 0.66% |
$13K - $14.5K
|
21K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142New |
$13.4K - $15K
|
142
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.54K+ 22.09% |
$146K - $163K
|
8.5K
$851K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
599+ 96.46% |
$56.7K - $63.3K
|
1.22K
$122K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 83.33% |
$473 - $529
|
1
$100
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
76+ 2.67% |
$7.19K - $8.04K
|
2.93K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
306+ 14.82% |
$29K - $32.4K
|
2.37K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.48K+ 54.81% |
$519K - $580K
|
15.5K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
555+ 15.21% |
$52.5K - $58.7K
|
4.2K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.42KNew |
$513K - $573K
|
5.42K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.07K+ 7.2% |
$669K - $747K
|
105K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.5K- 20.67% |
$2.8M - $3.12M
|
113K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-797- 2.97% |
$75.4K - $84.3K
|
26.1K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
100New |
$9.47K - $10.6K
|
100
$10K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-331- 10.24% |
$31.3K - $35K
|
2.9K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50+ 50.0% |
$4.73K - $5.29K
|
150
$15K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2KNew |
$189K - $212K
|
2K
$200K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-396- 2.85% |
$37.5K - $41.9K
|
13.5K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.38KNew |
$226K - $252K
|
2.38K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38K+ 71.08% |
$3.6M - $4.02M
|
91.4K
$9.15M
|