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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.14% |
$1.04K - $1.11K
|
6.94K
$775K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.63KNew |
$687K - $737K
|
6.63K
$740K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
31+ 0.95% |
$3.21K - $3.45K
|
3.31K
$370K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49.5K+ 12511.36% |
$5.14M - $5.51M
|
49.9K
$5.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
330+ 1.94% |
$34.2K - $36.7K
|
17.3K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
478+ 6.58% |
$49.6K - $53.1K
|
7.75K
$865K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-374- 16.18% |
$38.8K - $41.6K
|
1.94K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-257- 6.21% |
$26.7K - $28.6K
|
3.88K
$434K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.62% |
$207 - $222
|
325
$36.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.22K+ 6.68% |
$126K - $135K
|
19.4K
$2.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 763.74% |
$135K - $145K
|
1.48K
$165K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
732New |
$75.9K - $81.4K
|
732
$81.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
227+ 0.74% |
$23.5K - $25.2K
|
30.8K
$3.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
8.58KNew |
$890K - $954K
|
8.58K
$958K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-500- 11.63% |
$51.9K - $55.6K
|
3.8K
$424K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
62+ 1.04% |
$6.43K - $6.89K
|
6.01K
$672K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 0.26% |
$1.14K - $1.22K
|
4.25K
$474K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
134+ 17.91% |
$13.9K - $14.9K
|
882
$98.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
135+ 4.06% |
$14K - $15K
|
3.46K
$386K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.1K+ 11.52% |
$633K - $678K
|
59K
$6.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
424+ 36.02% |
$44K - $47.1K
|
1.6K
$179K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.13% |
$622 - $667
|
4.77K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
379+ 1.39% |
$39.3K - $42.1K
|
27.7K
$3.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-536- 4.4% |
$55.6K - $59.6K
|
11.6K
$1.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
202+ 87.07% |
$20.9K - $22.5K
|
434
$48.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.25KNew |
$234K - $250K
|
2.25K
$252K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
25.8KNew |
$2.68M - $2.87M
|
25.8K
$2.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62+ 2.17% |
$6.43K - $6.89K
|
2.92K
$326K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-55- 0.83% |
$5.7K - $6.11K
|
6.59K
$736K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.54% |
$622 - $667
|
1.11K
$124K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
14.7KNew |
$1.53M - $1.63M
|
14.7K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-78- 0.98% |
$8.09K - $8.67K
|
7.86K
$878K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-7- 15.22% |
$726 - $778
|
39
$4.36K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
47+ 1.19% |
$4.87K - $5.22K
|
4K
$447K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-142- 11.15% |
$14.7K - $15.8K
|
1.13K
$126K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.88KNew |
$506K - $542K
|
4.88K
$545K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
572+ 3.4% |
$59.3K - $63.6K
|
17.4K
$1.94M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 1.89% |
$221K - $237K
|
111K
$12.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-22- 0.05% |
$2.28K - $2.45K
|
46.5K
$5.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-51- 2.83% |
$5.29K - $5.67K
|
1.75K
$196K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.89KNew |
$196K - $210K
|
1.89K
$211K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-63- 0.35% |
$6.53K - $7K
|
17.9K
$2M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38K+ 17.01% |
$3.57M - $4.03M
|
261K
$29.2M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
55New |
$5.17K - $5.84K
|
55
$6.14K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
150New |
$14.1K - $15.9K
|
150
$16.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.49K+ 200.0% |
$892K - $1.01M
|
14.2K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
700New |
$65.8K - $74.3K
|
700
$78.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-355- 6.63% |
$33.4K - $37.7K
|
5K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.97KNew |
$185K - $209K
|
1.97K
$220K
|
|