C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Tr U S Utils ETF Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.27 Trillion
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$94.65 - $105.73 $223,941 - $250,157	2,366 New	2,366 $304 Million

Others Institutions Holding IDU

# of Institutions

289

Shares Held

7.44M

Call Options Held

Put Options Held

Fil LTD Hamilton, D0

1.09M
Shares

$114 Million
0.11% of portfolio
Hsbc Holdings PLC London, X0

635K
Shares

$66.6 Million
0.04% of portfolio
Destination Wealth Management

619K
Shares

$64.9 Million
2.0% of portfolio
Morgan Stanley New York, NY

524K
Shares

$54.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

499K
Shares

$52.3 Million
0.0% of portfolio

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About ISHARES TR U S UTILS ETF

Ticker IDU
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