A detailed history of Destination Wealth Management transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Destination Wealth Management holds 636,567 shares of IDU stock, worth $61.9 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
636,567
Previous 643,131 1.02%
Holding current value
$61.9 Million
Previous $56.5 Million 14.9%
% of portfolio
2.04%
Previous 1.89%

Shares

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

Nov 25, 2024

SELL
$87.2 - $102.21 $572,380 - $670,906
-6,564 Reduced 1.02%
636,567 $64.9 Million
Q2 2024

Jul 24, 2024

SELL
$80.91 - $92.63 $765,327 - $876,187
-9,459 Reduced 1.45%
643,131 $56.5 Million
Q1 2024

May 14, 2024

BUY
$76.16 - $84.52 $1.98 Million - $2.19 Million
25,958 Added 4.14%
652,590 $55.2 Million
Q4 2023

Feb 13, 2024

SELL
$70.39 - $82.51 $472,457 - $553,807
-6,712 Reduced 1.06%
626,632 $50.1 Million
Q3 2023

Nov 14, 2023

BUY
$73.46 - $85.26 $644,905 - $748,497
8,779 Added 1.41%
633,344 $46.6 Million
Q2 2023

Aug 11, 2023

BUY
$79.78 - $86.19 $520,085 - $561,872
6,519 Added 1.05%
624,565 $51.1 Million
Q1 2023

May 05, 2023

BUY
$78.76 - $88.37 $683,479 - $766,874
8,678 Added 1.42%
618,046 $51.7 Million
Q4 2022

Feb 10, 2023

SELL
$76.38 - $89.16 $681,767 - $795,842
-8,926 Reduced 1.44%
609,368 $52.7 Million
Q3 2022

Nov 10, 2022

SELL
$81.13 - $95.89 $1.95 Million - $2.3 Million
-24,014 Reduced 3.74%
618,294 $50.2 Million
Q2 2022

Jul 29, 2022

SELL
$78.85 - $93.89 $2.54 Million - $3.02 Million
-32,214 Reduced 4.78%
642,308 $55 Million
Q1 2022

May 12, 2022

SELL
$79.56 - $91.11 $314,659 - $360,340
-3,955 Reduced 0.58%
674,522 $61.4 Million
Q4 2021

Feb 04, 2022

BUY
$79.02 - $88.43 $743,815 - $832,391
9,413 Added 1.41%
678,477 $60 Million
Q3 2021

Oct 25, 2021

BUY
$78.65 - $86.24 $1.35 Million - $1.48 Million
17,216 Added 2.64%
669,064 $52.8 Million
Q2 2021

Aug 13, 2021

BUY
$78.5 - $83.84 $921,197 - $983,862
11,735 Added 1.83%
651,848 $51.2 Million
Q1 2021

May 05, 2021

BUY
$72.46 - $79.63 $744,164 - $817,800
10,270 Added 1.63%
640,113 $50.9 Million
Q4 2020

Feb 11, 2021

BUY
$73.61 - $82.19 $23.6 Million - $26.4 Million
321,012 Added 103.94%
629,843 $48.9 Million
Q3 2020

Nov 12, 2020

BUY
$70.19 - $76.14 $647,783 - $702,696
9,229 Added 3.08%
308,831 $45.1 Million
Q2 2020

Aug 14, 2020

BUY
$64.5 - $78.05 $957,502 - $1.16 Million
14,845 Added 5.21%
299,602 $42 Million
Q1 2020

May 13, 2020

SELL
$56.5 - $88.53 $78,591 - $123,145
-1,391 Reduced 0.49%
284,757 $39.3 Million
Q4 2019

Feb 12, 2020

SELL
$77.06 - $81.5 $144,718 - $153,057
-1,878 Reduced 0.65%
286,148 $46.4 Million
Q3 2019

Nov 13, 2019

BUY
$74.74 - $81.66 $55,008 - $60,101
736 Added 0.26%
288,026 $46.9 Million
Q2 2019

Jul 19, 2019

BUY
$72.15 - $77.08 $61,255 - $65,440
849 Added 0.3%
287,290 $43.3 Million
Q1 2019

May 01, 2019

BUY
$65.82 - $74.61 $90,041 - $102,066
1,368 Added 0.48%
286,441 $42.2 Million
Q4 2018

Feb 05, 2019

SELL
$65.33 - $72.1 $286,472 - $316,158
-4,385 Reduced 1.51%
285,073 $38.3 Million
Q3 2018

Nov 07, 2018

BUY
$65.43 - $69.3 $194,588 - $206,098
2,974 Added 1.04%
289,458 $38.8 Million
Q2 2018

Jul 31, 2018

BUY
$61.72 - $66.07 $241,572 - $258,597
3,914 Added 1.39%
286,484 $37.8 Million
Q1 2018

Apr 05, 2018

BUY
$59.97 - $65.92 $831,064 - $913,519
13,858 Added 5.16%
282,570 $36 Million
Q4 2017

Feb 09, 2018

SELL
$65.78 - $71.11 $37,691 - $40,746
-573 Reduced 0.21%
268,712 $35.7 Million
Q3 2017

Nov 09, 2017

SELL
$66.38 - $67.19 $10,620 - $10,750
-160 Reduced 0.06%
269,285 $35.8 Million
Q2 2017

Aug 11, 2017

BUY
N/A
269,445
269,445 $35 Million

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
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