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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2KNew |
$191K - $206K
|
2K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-26- 6.57% |
$2.48K - $2.67K
|
370
$41.3K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.2K- 16.23% |
$877K - $946K
|
47.5K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.29KNew |
$218K - $235K
|
2.29K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-697- 14.72% |
$66.4K - $71.6K
|
4.04K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.07KNew |
$198K - $213K
|
2.07K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7KNew |
$667K - $719K
|
7K
$782K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
15KNew |
$1.43M - $1.54M
|
15K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
242New |
$23.1K - $24.9K
|
242
$27K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.09MNew |
$104M - $112M
|
1.09M
$122M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.82% |
$95.3 - $103
|
56
$6.26K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-6.55K- 48.0% |
$625K - $674K
|
7.1K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-77- 12.42% |
$7.34K - $7.91K
|
543
$60.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.24KNew |
$119K - $128K
|
1.24K
$139K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.33KNew |
$223K - $240K
|
2.33K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
25+ 32.89% |
$2.38K - $2.57K
|
101
$11.3K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-34- 25.37% |
$3.24K - $3.49K
|
100
$11.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
125New |
$11.9K - $12.8K
|
125
$14K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 3.28% |
$4.77K - $5.14K
|
1.48K
$165K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.48% |
$95.3 - $103
|
206
$23K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.23K- 37.5% |
$117K - $126K
|
2.04K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-258- 2.71% |
$24.6K - $26.5K
|
9.28K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-58- 50.0% |
$5.53K - $5.96K
|
58
$6.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38New |
$3.62K - $3.91K
|
38
$4.24K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.21% |
$477 - $514
|
2.39K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-200- 7.52% |
$19.1K - $20.6K
|
2.46K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.2KNew |
$976K - $1.05M
|
10.2K
$1.14M
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
6.37KNew |
$602K - $673K
|
6.37K
$711K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
3.5KNew |
$331K - $370K
|
3.5K
$391K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
140New |
$13.3K - $14.8K
|
140
$15.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
458New |
$43.3K - $48.4K
|
458
$51.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-828- 17.4% |
$78.4K - $87.5K
|
3.93K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
25New |
$2.37K - $2.64K
|
25
$2.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.6K+ 16.85% |
$1M - $1.12M
|
73.3K
$8.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
29New |
$2.74K - $3.07K
|
29
$3.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
306+ 15.3% |
$29K - $32.4K
|
2.31K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.19KNew |
$207K - $232K
|
2.19K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.57K+ 6.36% |
$527K - $589K
|
93.2K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-200- 7.21% |
$18.9K - $21.1K
|
2.58K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-479- 5.77% |
$45.3K - $50.6K
|
7.83K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
53New |
$5.02K - $5.6K
|
53
$5.92K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142New |
$13.4K - $15K
|
142
$15.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 83.33% |
$473 - $529
|
1
$112
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21- 0.66% |
$1.99K - $2.22K
|
3.16K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16+ 0.75% |
$1.51K - $1.69K
|
2.16K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-713- 4.44% |
$67.5K - $75.4K
|
15.3K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
74New |
$7K - $7.82K
|
74
$8.27K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.26KNew |
$308K - $344K
|
3.26K
$364K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.19K+ 5.93% |
$492K - $549K
|
92.7K
$10.4M
|
|