Avantax Planning Partners, Inc. Ishares Tr U S Utils ETF Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,835 shares of IDU stock, worth $204,969. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,835
Holding current value
$204,969
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$103.7 - $111.17 $190,289 - $203,996
1,835 New
1,835 $203,000
Q4 2018

Feb 14, 2019
SELL
$65.33 - $72.1 $26,785 - $29,560
-410 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
$65.43 - $69.3 $26,826 - $28,413
410 New
410 $55,000
Q2 2018

Aug 13, 2018
SELL
$61.72 - $66.07 $25,305 - $27,088
-410 Closed
0 $0
Q1 2018

May 15, 2018
BUY
$59.97 - $65.92 $24,587 - $27,027
410 New
410 $52,000

Others Institutions Holding IDU

# of Institutions
314
Shares Held
8.04M
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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