Ep Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History

Ep Wealth Advisors, LLC

$9.28 Billion
Q2 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,461 shares of IDU stock, worth $442,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,461

Holding current value

$442,486

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 19, 2024	BUY	$80.91 - $92.63 $360,939 - $413,222	4,461 New	4,461 $392,000

Others Institutions Holding IDU

# of Institutions

273

Shares Held

7.18M

Call Options Held

Put Options Held

Fil LTD Hamilton, D0

1.43M
Shares

$142 Million
0.13% of portfolio
Destination Wealth Management

643K
Shares

$63.8 Million
1.89% of portfolio
Morgan Stanley New York, NY

568K
Shares

$56.3 Million
0.0% of portfolio
Pgim Custom Harvest LLC Newark, NJ

447K
Shares

$44.4 Million
0.89% of portfolio
Bank Of America Corp Charlotte, NC

389K
Shares

$38.6 Million
0.0% of portfolio

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

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Ep Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History