Ci Private Wealth, LLC Ishares Tr U S Utils ETF Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 2,060 shares of IDU stock, worth $230,102. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,060
Previous 22,450 90.82%
Holding current value
$230,102
Previous $2.35 Million 90.29%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$103.7 - $111.17 $2.11 Million - $2.27 Million
-20,390 Reduced 90.82%
2,060 $228,000
Q2 2025

Aug 15, 2025
SELL
$93.98 - $106.11 $77,533 - $87,540
-825 Reduced 3.54%
22,450 $2.35 Million
Q1 2025

May 14, 2025
BUY
$95.33 - $102.77 $110,296 - $118,904
1,157 Added 5.23%
23,275 $2.36 Million
Q4 2024

Feb 10, 2025
SELL
$94.65 - $105.73 $190,530 - $212,834
-2,013 Reduced 8.34%
22,118 $2.13 Million
Q3 2024

Nov 12, 2024
SELL
$87.2 - $102.21 $99,408 - $116,519
-1,140 Reduced 4.51%
24,131 $2.46 Million
Q2 2024

Aug 13, 2024
SELL
$80.91 - $92.63 $108,985 - $124,772
-1,347 Reduced 5.06%
25,271 $2.22 Million
Q1 2024

May 09, 2024
BUY
$76.16 - $84.52 $115,458 - $128,132
1,516 Added 6.04%
26,618 $2.25 Million
Q4 2023

Feb 09, 2024
SELL
$70.39 - $82.51 $116,495 - $136,554
-1,655 Reduced 6.19%
25,102 $2.01 Million
Q3 2023

Nov 03, 2023
SELL
$73.46 - $85.26 $625,952 - $726,500
-8,521 Reduced 24.15%
26,757 $1.97 Million
Q2 2023

Aug 10, 2023
BUY
$79.78 - $86.19 $112,808 - $121,872
1,414 Added 4.18%
35,278 $2.88 Million
Q1 2023

May 15, 2023
BUY
$78.76 - $88.37 $796,106 - $893,243
10,108 Added 42.55%
33,864 $2.83 Million
Q4 2022

Feb 15, 2023
BUY
$76.38 - $89.16 $1.81 Million - $2.12 Million
23,756 New
23,756 $2.06 Million

Others Institutions Holding IDU

# of Institutions
314
Shares Held
8.04M
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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