iShares U.S. Utilities ETF $IDU Shares Sold by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. trimmed its holdings in iShares U.S. Utilities ETF (NYSEARCA:IDU) by 20.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,466 shares of the company’s stock after selling 1,430 shares during the period. Atria Wealth Solutions Inc.’s holdings in iShares U.S. Utilities ETF were worth $572,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the business. Oppenheimer & Co. Inc. raised its position in shares of iShares U.S. Utilities ETF by 2.1% in the 1st quarter. Oppenheimer & Co. Inc. now owns 5,122 shares of the company’s stock valued at $519,000 after purchasing an additional 104 shares in the last quarter. Rise Advisors LLC raised its position in shares of iShares U.S. Utilities ETF by 12.4% during the 2nd quarter. Rise Advisors LLC now owns 1,274 shares of the company’s stock valued at $133,000 after acquiring an additional 141 shares in the last quarter. Sharkey Howes & Javer raised its position in shares of iShares U.S. Utilities ETF by 1.0% during the 1st quarter. Sharkey Howes & Javer now owns 15,484 shares of the company’s stock valued at $1,570,000 after acquiring an additional 157 shares in the last quarter. Johnson Investment Counsel Inc. raised its position in shares of iShares U.S. Utilities ETF by 7.2% during the 1st quarter. Johnson Investment Counsel Inc. now owns 2,523 shares of the company’s stock valued at $256,000 after acquiring an additional 170 shares in the last quarter. Finally, US Bancorp DE raised its position in shares of iShares U.S. Utilities ETF by 12.4% during the 1st quarter. US Bancorp DE now owns 1,737 shares of the company’s stock valued at $176,000 after acquiring an additional 191 shares in the last quarter.

iShares U.S. Utilities ETF Trading Down 0.3%

IDU stock opened at $115.40 on Monday. The firm has a market cap of $1.54 billion, a P/E ratio of 21.72 and a beta of 0.53. iShares U.S. Utilities ETF has a 12-month low of $91.91 and a 12-month high of $117.74. The stock’s 50 day simple moving average is $109.92 and its 200 day simple moving average is $105.88.

iShares U.S. Utilities ETF Company Profile

iShares U.S. Utilities ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Utilities Index (the Underlying Index). The Underlying Index measures the performance of the utilities sector of the United States equity market.