Balboa Wealth Partners Ishares Tr U S Utils ETF Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 30,427 shares of IDU stock, worth $2.93 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
30,427
Previous 30,461 0.11%
Holding current value
$2.93 Million
Previous $2.68 Million 15.99%
% of portfolio
0.8%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$87.2 - $102.21 $2,964 - $3,475
-34 Reduced 0.11%
30,427 $3.1 Million
Q2 2024

Aug 13, 2024
BUY
$80.91 - $92.63 $2.46 Million - $2.82 Million
30,461 New
30,461 $2.68 Million

Others Institutions Holding IDU

# of Institutions
283
Shares Held
7.81M
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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