Discipline Wealth Solutions, LLC Ishares Tr U S Utils ETF Transaction History

Discipline Wealth Solutions, LLC

  • $246 Million
  • Q2 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 2,311 shares of IDU stock, worth $260,079. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,311
Previous 2,362 2.16%
Holding current value
$260,079
Previous $239,000 0.84%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Jul 07, 2025
SELL
$93.98 - $106.11 $4,792 - $5,411
-51 Reduced 2.16%
2,311 $241,000
Q1 2025

Apr 29, 2025
BUY
$95.33 - $102.77 $225,169 - $242,742
2,362 New
2,362 $239,000

Others Institutions Holding IDU

# of Institutions
304
Shares Held
6.98M
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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