Concord Wealth Partners Ishares Tr U S Utils ETF Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

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 360 shares of IDU stock, worth $39,150. This represents 0.01% of its overall portfolio holdings.

Number of Shares
360
Previous 358 0.56%
Holding current value
$39,150
Previous $36,000 2.78%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$93.98 - $106.11 $187 - $212
2 Added 0.56%
360 $37,000
Q1 2025

May 02, 2025
SELL
$95.33 - $102.77 $2,192 - $2,363
-23 Reduced 6.04%
358 $36,000
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
304
Shares Held
7.05M
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 Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email