Captrust Financial Advisors Ishares Tr U S Utils ETF Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Captrust Financial Advisors holds 6,164 shares of IDU stock, worth $649,315. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,164
Previous 6,250 1.38%
Holding current value
$649,315
Previous $601,000 3.99%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$95.33 - $102.77 $8,198 - $8,838
-86 Reduced 1.38%
6,164 $625,000
Q3 2024

Nov 14, 2024
BUY
$87.2 - $102.21 $96,530 - $113,146
1,107 Added 21.52%
6,250 $637,000
Q2 2024

Aug 14, 2024
SELL
$80.91 - $92.63 $1,294 - $1,482
-16 Reduced 0.31%
5,143 $451,000
Q1 2024

May 15, 2024
BUY
$76.16 - $84.52 $4,569 - $5,071
60 Added 1.18%
5,159 $436,000
Q4 2023

Feb 14, 2024
BUY
$70.39 - $82.51 $6,335 - $7,425
90 Added 1.8%
5,099 $407,000
Q3 2023

Nov 14, 2023
SELL
$73.46 - $85.26 $4,554 - $5,286
-62 Reduced 1.22%
5,009 $368,000
Q2 2023

Aug 14, 2023
BUY
$79.78 - $86.19 $183,972 - $198,754
2,306 Added 83.4%
5,071 $414,000
Q1 2023

May 15, 2023
SELL
$78.76 - $88.37 $25,203 - $28,278
-320 Reduced 10.37%
2,765 $231,000
Q4 2022

Feb 15, 2023
SELL
$76.38 - $89.16 $23,525 - $27,461
-308 Reduced 9.08%
3,085 $266,000
Q3 2022

Nov 16, 2022
BUY
$81.13 - $95.89 $56,060 - $66,259
691 Added 25.57%
3,393 $275,000
Q2 2022

Aug 23, 2022
SELL
$78.85 - $93.89 $2,759 - $3,286
-35 Reduced 1.28%
2,702 $231,000
Q1 2022

May 16, 2022
BUY
$79.56 - $91.11 $2,784 - $3,188
35 Added 1.3%
2,737 $249,000
Q3 2021

Nov 16, 2021
BUY
$78.65 - $86.24 $39,325 - $43,120
500 Added 22.71%
2,702 $213,000
Q1 2021

May 17, 2021
BUY
$72.46 - $79.63 $14,491 - $15,926
200 Added 9.99%
2,202 $175,000
Q4 2020

Feb 16, 2021
BUY
$73.61 - $82.19 $34,670 - $38,711
471 Added 30.76%
2,002 $155,000
Q3 2020

Nov 17, 2020
BUY
$70.19 - $76.14 $37,200 - $40,354
530 Added 52.95%
1,531 $225,000
Q2 2020

Aug 14, 2020
BUY
$64.5 - $78.05 $9,933 - $12,019
154 Added 18.18%
1,001 $143,000
Q1 2020

May 15, 2020
BUY
$56.5 - $88.53 $47,855 - $74,984
847 New
847 $110,000
Q4 2019

Feb 14, 2020
SELL
$77.06 - $81.5 $65,269 - $69,030
-847 Closed
0 $0
Q2 2017

Nov 13, 2017
BUY
N/A
847
847 $110,000

Others Institutions Holding IDU

# of Institutions
286
Shares Held
7.37M
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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