Atria Wealth Solutions, Inc. Ishares Tr U S Utils ETF Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,896 shares of IDU stock, worth $714,632. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,896
Previous 11,430 39.67%
Holding current value
$714,632
Previous $1.1 Million 36.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2025
SELL
$95.33 - $102.77 $432,226 - $465,959
-4,534 Reduced 39.67%
6,896 $699,000
Q4 2024

Jan 31, 2025
SELL
$94.65 - $105.73 $232,649 - $259,884
-2,458 Reduced 17.7%
11,430 $1.1 Million
Q3 2024

Nov 08, 2024
BUY
$87.2 - $102.21 $106,471 - $124,798
1,221 Added 9.64%
13,888 $1.42 Million
Q2 2024

Jul 22, 2024
SELL
$80.91 - $92.63 $432,221 - $494,829
-5,342 Reduced 29.66%
12,667 $1.11 Million
Q1 2024

May 13, 2024
SELL
$76.16 - $84.52 $98,170 - $108,946
-1,289 Reduced 6.68%
18,009 $1.52 Million
Q4 2023

Feb 02, 2024
SELL
$70.39 - $82.51 $104,951 - $123,022
-1,491 Reduced 7.17%
19,298 $1.54 Million
Q3 2023

Nov 08, 2023
SELL
$73.46 - $85.26 $114,156 - $132,494
-1,554 Reduced 6.96%
20,789 $1.53 Million
Q2 2023

Aug 03, 2023
BUY
$79.78 - $86.19 $125,254 - $135,318
1,570 Added 7.56%
22,343 $1.83 Million
Q1 2023

Aug 22, 2023
SELL
$78.76 - $88.37 $60,330 - $67,691
-766 Reduced 3.43%
21,577 $1.81 Million
Q1 2023

Jun 14, 2023
SELL
$78.76 - $88.37 $63,323 - $71,049
-804 Reduced 3.73%
20,773 $1.74 Million
Q1 2023

May 10, 2023
BUY
$78.76 - $88.37 $63,323 - $71,049
804 Added 3.87%
21,577 $1.81 Million
Q4 2022

Aug 30, 2023
SELL
$76.38 - $89.16 $119,916 - $139,981
-1,570 Reduced 7.03%
20,773 $1.8 Million
Q4 2022

Feb 13, 2023
BUY
$76.38 - $89.16 $102,731 - $119,920
1,345 Added 6.92%
20,773 $1.8 Million
Q3 2022

Nov 14, 2022
BUY
$81.13 - $95.89 $42,674 - $50,438
526 Added 2.78%
19,428 $1.58 Million
Q2 2022

Aug 15, 2022
BUY
$78.85 - $93.89 $501,407 - $597,046
6,359 Added 50.7%
18,902 $1.62 Million
Q1 2022

May 16, 2022
BUY
$79.56 - $91.11 $997,921 - $1.14 Million
12,543 New
12,543 $1.14 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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