Latest Institutional Purchases of Ishares Tr U S Utils ETF (IDU)
This list provides information on the latest institutional transactions involving Ishares Tr U S Utils ETF (IDU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
39.6KNew |
$4.4M - $4.62M
|
39.6K
$4.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
11.6KNew |
$1.29M - $1.35M
|
11.6K
$1.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.93KNew |
$325K - $342K
|
2.93K
$327K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66K+ 19.92% |
$296K - $311K
|
16K
$1.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.86KNew |
$207K - $217K
|
1.86K
$208K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
802+ 24.24% |
$89.1K - $93.7K
|
4.11K
$459K
|
|
|
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
|
Nikulski Financial, Inc.
|
BUY
|
- |
566+ 4.98% |
$62.9K - $66.1K
|
11.9K
$1.33M
|
|
|
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
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
253+ 3.1% |
$28.1K - $29.6K
|
8.42K
$941K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
167+ 2.16% |
$18.6K - $19.5K
|
7.91K
$884K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 0.42% |
$5K - $5.26K
|
10.9K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
35+ 89.74% |
$3.89K - $4.09K
|
74
$8.27K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28+ 1.38% |
$3.11K - $3.27K
|
2.06K
$230K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 4.62% |
$1.67K - $1.75K
|
340
$38K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.15% |
$778 - $818
|
4.77K
$533K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.46% |
$222 - $234
|
436
$48.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$111 - $117
|
2.92K
$326K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
353K+ 1234.35% |
$36.6M - $39.2M
|
381K
$42.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
338KNew |
$35M - $37.6M
|
338K
$37.7M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
232KNew |
$24M - $25.8M
|
232K
$25.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
170KNew |
$17.6M - $18.8M
|
170K
$18.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
83.1KNew |
$8.62M - $9.24M
|
83.1K
$9.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
76.6KNew |
$7.94M - $8.51M
|
76.6K
$8.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67.4K+ 41.78% |
$6.99M - $7.49M
|
229K
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.6K+ 5.5% |
$5.36M - $5.74M
|
990K
$111M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48K+ 15.33% |
$4.98M - $5.33M
|
361K
$40.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.5K+ 60.9% |
$3.37M - $3.61M
|
85.8K
$9.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.9K+ 178.01% |
$2.58M - $2.77M
|
38.9K
$4.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22K+ 54.93% |
$2.28M - $2.45M
|
62.1K
$6.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.1K+ 2.98% |
$2.09M - $2.24M
|
696K
$77.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9K+ 821.39% |
$1.75M - $1.87M
|
18.9K
$2.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
14.7KNew |
$1.53M - $1.63M
|
14.7K
$1.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
14.3K+ 17.45% |
$1.48M - $1.58M
|
95.9K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
13KNew |
$1.34M - $1.44M
|
13K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
11.8KNew |
$1.22M - $1.31M
|
11.8K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 9.8% |
$1.1M - $1.18M
|
119K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
8.58KNew |
$890K - $954K
|
8.58K
$958K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.27K+ 4.03% |
$858K - $920K
|
213K
$23.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.32KNew |
$759K - $814K
|
7.32K
$818K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.66K+ 25.58% |
$691K - $741K
|
32.7K
$3.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.63KNew |
$687K - $737K
|
6.63K
$740K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.1K+ 11.52% |
$633K - $678K
|
59K
$6.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.47K+ 5.77% |
$567K - $608K
|
100K
$11.2M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.25K+ 58.42% |
$544K - $583K
|
14.2K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.67K+ 51.96% |
$484K - $519K
|
13.7K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.47KNew |
$463K - $497K
|
4.47K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
4.2KNew |
$436K - $467K
|
4.2K
$470K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.17K+ 46.99% |
$433K - $464K
|
13.1K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.07K+ 21.69% |
$422K - $453K
|
22.9K
$2.55M
|
|