Atlantic Edge Private Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $327 Billion
  • Q1 2025

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 1,475 shares of IDU stock, worth $152,028. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,475
Previous 1,525 3.28%
Holding current value
$152,028
Previous $147 Million 1.96%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$95.33 - $102.77 $4,766 - $5,138
-50 Reduced 3.28%
1,475 $150 Million
Q4 2024

Jan 29, 2025
SELL
$94.65 - $105.73 $14,197 - $15,859
-150 Reduced 8.96%
1,525 $147 Million
Q3 2024

Nov 06, 2024
SELL
$87.2 - $102.21 $3,924 - $4,599
-45 Reduced 2.62%
1,675 $171 Million
Q1 2024

May 08, 2024
SELL
$76.16 - $84.52 $1,904 - $2,113
-25 Reduced 1.43%
1,720 $145 Million
Q4 2023

Feb 08, 2024
BUY
$70.39 - $82.51 $122,830 - $143,979
1,745 New
1,745 $139 Million

Others Institutions Holding IDU

# of Institutions
286
Shares Held
7.37M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR U S UTILS ETF

IDU Quotes by TradingView
  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
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