Concord Wealth Partners Ishares Tr U S Utils ETF Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Concord Wealth Partners holds 381 shares of IDU stock, worth $36,922. This represents 0.01% of its overall portfolio holdings.

Number of Shares
381
Previous 418 8.85%
Holding current value
$36,922
Previous $36,000 5.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024
SELL
$87.2 - $102.21 $3,226 - $3,781
-37 Reduced 8.85%
381 $38,000
Q2 2024

Jul 31, 2024
BUY
$80.91 - $92.63 $3,317 - $3,797
41 Added 10.88%
418 $36,000
Q1 2024

Apr 30, 2024
SELL
$76.16 - $84.52 $380 - $422
-5 Reduced 1.31%
377 $31,000
Q4 2023

Apr 30, 2024
BUY
$70.39 - $82.51 $140 - $165
2 Added 0.53%
382 $30,000
Q4 2023

Feb 05, 2024
BUY
$70.39 - $82.51 $140 - $165
2 Added 0.53%
382 $30,000
Q3 2023

Apr 30, 2024
SELL
$73.46 - $85.26 $146 - $170
-2 Reduced 0.52%
380 $27,000
Q2 2023

Aug 07, 2023
BUY
$79.78 - $86.19 $159 - $172
2 Added 0.53%
380 $31,000
Q1 2023

Apr 26, 2023
BUY
$78.76 - $88.37 $157 - $176
2 Added 0.53%
378 $31,000
Q4 2022

Jan 27, 2023
BUY
$76.38 - $89.16 $28,718 - $33,524
376 New
376 $32,000
Q2 2022

Aug 04, 2022
BUY
$78.85 - $93.89 $157 - $187
2 Added 0.54%
371 $32,000
Q1 2022

Apr 20, 2022
BUY
$79.56 - $91.11 $159 - $182
2 Added 0.54%
369 $34,000
Q4 2021

Jan 21, 2022
BUY
$79.02 - $88.43 $29,000 - $32,453
367 New
367 $32,000

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
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