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

Discipline Wealth Solutions, LLC

  • $354 Million
  • Q3 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 1,937 shares of IDU stock, worth $216,362. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,937
Previous 2,311 16.18%
Holding current value
$216,362
Previous $241,000 11.2%
% of portfolio
0.06%
Previous 0.1%

Shares

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

Oct 21, 2025
SELL
$103.7 - $111.17 $38,783 - $41,577
-374 Reduced 16.18%
1,937 $214,000
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
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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