Avion Wealth Ishares Tr U S Utils ETF Transaction History

Avion Wealth

$373 Million
Q1 2024

A detailed history of Avion Wealth transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Avion Wealth holds 720 shares of IDU stock, worth $63,475. This represents 0.02% of its overall portfolio holdings.

Number of Shares

720

Previous 720 -0.0%

Holding current value

$63,475

Previous $58,000 5.17%

% of portfolio

0.02%

Previous 0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	BUY	$79.56 - $91.11 $57,283 - $65,599	720 New	720 $66,000

Others Institutions Holding IDU

# of Institutions

229

Shares Held

4.44M

Call Options Held

4.4K

Put Options Held

Destination Wealth Management

653K
Shares

$57.5 Million
1.85% of portfolio
Morgan Stanley New York, NY

535K
Shares

$47.2 Million
0.0% of portfolio
Pgim Custom Harvest LLC Newark, NJ

454K
Shares

$40 Million
0.96% of portfolio
Bank Of America Corp Charlotte, NC

379K
Shares

$33.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$14.2 Million
0.01% of portfolio

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account