A detailed history of Bison Wealth, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Bison Wealth, LLC holds 4,759 shares of IDU stock, worth $462,669. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,759
Previous 5,114 6.94%
Holding current value
$462,669
Previous $449,000 8.02%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 05, 2024

SELL
$87.2 - $102.21 $30,956 - $36,284
-355 Reduced 6.94%
4,759 $485,000
Q1 2024

May 10, 2024

SELL
$76.16 - $84.52 $9,748 - $10,818
-128 Reduced 2.44%
5,114 $432,000
Q4 2023

Jan 30, 2024

SELL
$70.39 - $82.51 $38,855 - $45,545
-552 Reduced 9.53%
5,242 $418,000
Q2 2023

Aug 14, 2023

SELL
$79.78 - $86.19 $1,116 - $1,206
-14 Reduced 0.24%
5,794 $473,000
Q1 2023

May 15, 2023

BUY
$78.76 - $88.37 $17,721 - $19,883
225 Added 4.03%
5,808 $486,000
Q4 2022

Feb 10, 2023

BUY
$76.38 - $89.16 $763 - $891
10 Added 0.18%
5,583 $483,000
Q3 2022

Nov 14, 2022

BUY
$81.13 - $95.89 $44,621 - $52,739
550 Added 10.95%
5,573 $452,000
Q2 2022

Jul 22, 2022

SELL
$78.85 - $93.89 $5,046 - $6,008
-64 Reduced 1.26%
5,023 $430,000
Q1 2022

May 12, 2022

SELL
$79.56 - $91.11 $14,559 - $16,673
-183 Reduced 3.47%
5,087 $463,000
Q4 2021

Feb 02, 2022

BUY
$79.02 - $88.43 $632 - $707
8 Added 0.15%
5,270 $466,000
Q3 2021

Nov 03, 2021

BUY
$78.65 - $86.24 $865 - $948
11 Added 0.21%
5,262 $415,000
Q2 2021

Aug 02, 2021

BUY
$78.5 - $83.84 $7,928 - $8,467
101 Added 1.96%
5,251 $412,000
Q1 2021

May 05, 2021

SELL
$72.46 - $79.63 $46,591 - $51,202
-643 Reduced 11.1%
5,150 $410,000
Q4 2020

Feb 11, 2021

BUY
$73.61 - $82.19 $213,469 - $238,351
2,900 Added 100.24%
5,793 $450,000
Q3 2020

Oct 16, 2020

SELL
$70.19 - $76.14 $3,720 - $4,035
-53 Reduced 1.8%
2,893 $422,000
Q2 2020

Aug 03, 2020

SELL
$64.5 - $78.05 $4,063 - $4,917
-63 Reduced 2.09%
2,946 $413,000
Q1 2020

May 04, 2020

BUY
$56.5 - $88.53 $3,051 - $4,780
54 Added 1.83%
3,009 $416,000
Q4 2019

Feb 05, 2020

BUY
$77.06 - $81.5 $42,151 - $44,580
547 Added 22.72%
2,955 $479,000
Q3 2019

Nov 04, 2019

BUY
$74.74 - $81.66 $9,342 - $10,207
125 Added 5.48%
2,408 $392,000
Q2 2019

Aug 05, 2019

BUY
$72.15 - $77.08 $55,555 - $59,351
770 Added 50.89%
2,283 $344,000
Q1 2019

May 09, 2019

BUY
$65.82 - $74.61 $99,585 - $112,884
1,513 New
1,513 $223,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
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