Balboa Wealth Partners Ishares Tr U S Utils ETF Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 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 23,266 shares of IDU stock, worth $2.36 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
23,266
Previous 30,427 23.54%
Holding current value
$2.36 Million
Previous $3.1 Million 27.9%
% of portfolio
0.53%
Previous 0.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$94.65 - $105.73 $677,788 - $757,132
-7,161 Reduced 23.54%
23,266 $2.24 Million
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
295
Shares Held
6.76M
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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email