Carson Allaria Wealth Management, Ltd. Ishares Tr U S Utils ETF Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 87 shares of IDU stock, worth $8,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares
87
Previous 87 -0.0%
Holding current value
$8,458
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 26, 2023
BUY
$78.76 - $88.37 $78 - $88
1 Added 1.16%
87 $7,000
Q3 2022

Nov 09, 2022
BUY
$81.13 - $95.89 $81 - $95
1 Added 1.18%
86 $7,000
Q1 2022

May 05, 2022
BUY
$79.56 - $91.11 $79 - $91
1 Added 1.19%
85 $8,000
Q4 2021

Feb 10, 2022
BUY
$79.02 - $88.43 $6,637 - $7,428
84 New
84 $7,000

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
Track This Portfolio

Track Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email