Purchases and Sales Made in Q3 2025 in Ishares Tr U S Utils ETF (IDU)
This table provides information about the institutional ownership of Ishares Tr U S Utils ETF (IDU) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR U S UTILS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-133- 3.11% |
$13.8K - $14.8K
|
4.15K
$463K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-142- 11.15% |
$14.7K - $15.8K
|
1.13K
$126K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-150- 9.95% |
$15.6K - $16.7K
|
1.36K
$152K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-164- 6.29% |
$17K - $18.2K
|
2.44K
$273K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-165- 7.42% |
$17.1K - $18.3K
|
2.06K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-257- 6.21% |
$26.7K - $28.6K
|
3.88K
$434K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-289- 1.76% |
$30K - $32.1K
|
16.2K
$1.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-300- 1.62% |
$31.1K - $33.4K
|
18.2K
$2.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-349- 2.27% |
$36.2K - $38.8K
|
15K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-374- 16.18% |
$38.8K - $41.6K
|
1.94K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-438- 21.81% |
$45.4K - $48.7K
|
1.57K
$175K
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-486- 3.2% |
$50.4K - $54K
|
14.7K
$1.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-500- 11.63% |
$51.9K - $55.6K
|
3.8K
$424K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-536- 4.4% |
$55.6K - $59.6K
|
11.6K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-548- 8.31% |
$56.8K - $60.9K
|
6.04K
$675K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-559- 3.82% |
$58K - $62.1K
|
14.1K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-562- 0.53% |
$58.3K - $62.5K
|
106K
$11.8M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-617- 2.83% |
$64K - $68.6K
|
21.2K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
SELL
|
- |
-634- 19.96% |
$65.7K - $70.5K
|
2.54K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-634- 19.96% |
$65.7K - $70.5K
|
2.54K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-676- 19.0% |
$70.1K - $75.2K
|
2.88K
$322K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-837- 19.91% |
$86.8K - $93K
|
3.37K
$376K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.01K- 11.2% |
$105K - $113K
|
8.03K
$897K
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-1.02K- 12.73% |
$105K - $113K
|
6.96K
$777K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.15K- 0.25% |
$119K - $128K
|
459K
$51.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2K- 14.24% |
$207K - $222K
|
12K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 1.89% |
$221K - $237K
|
111K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.31K- 20.36% |
$240K - $257K
|
9.04K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.88K- 11.55% |
$299K - $321K
|
22.1K
$2.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.26K- 4.91% |
$338K - $362K
|
63.1K
$7.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.32K- 15.06% |
$344K - $369K
|
18.7K
$2.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-3.38K- 0.55% |
$350K - $375K
|
611K
$68.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.72K- 62.8% |
$386K - $414K
|
2.2K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-4.33K- 81.99% |
$449K - $481K
|
951
$106K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.18K- 40.37% |
$537K - $576K
|
7.65K
$854K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.79K- 26.11% |
$601K - $644K
|
16.4K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-5.97K- 4.69% |
$620K - $664K
|
121K
$13.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.09K- 8.06% |
$631K - $677K
|
69.4K
$7.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.39K- 66.12% |
$662K - $710K
|
3.27K
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7K- 48.05% |
$726K - $779K
|
7.57K
$846K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.4K- 90.82% |
$2.11M - $2.27M
|
2.06K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.7K- 54.25% |
$2.15M - $2.31M
|
17.5K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-82K- 31.39% |
$8.5M - $9.11M
|
179K
$20M
|
|