C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Tr U S Utils ETF Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.23 Trillion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$94.65 - $105.73 $223,941 - $250,157	2,366 New	2,366 $304 Million

Others Institutions Holding IDU

# of Institutions

299

Shares Held

6.79M

Call Options Held

Put Options Held

Destination Wealth Management

622K
Shares

$61.7 Million
1.89% of portfolio
Morgan Stanley New York, NY

571K
Shares

$56.7 Million
0.0% of portfolio
Pgim Custom Harvest LLC Newark, NJ

459K
Shares

$45.6 Million
0.87% of portfolio
Bank Of America Corp Charlotte, NC

402K
Shares

$39.9 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

247K
Shares

$24.6 Million
0.0% of portfolio

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About ISHARES TR U S UTILS ETF

Ticker IDU
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