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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 4,996 shares of IDU stock, worth $569,344. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,996
Previous 5,351 6.63%
Holding current value
$569,344
Previous $542,000 3.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
$93.98 - $106.11 $33,362 - $37,669
-355 Reduced 6.63%
4,996 $522,000
Q1 2025

May 15, 2025
SELL
$95.33 - $102.77 $9,533 - $10,277
-100 Reduced 1.83%
5,351 $542,000
Q4 2024

Feb 13, 2025
BUY
$94.65 - $105.73 $63,131 - $70,521
667 Added 13.94%
5,451 $524,000
Q3 2024

Nov 14, 2024
BUY
$87.2 - $102.21 $28,165 - $33,013
323 Added 7.24%
4,784 $488,000
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
305
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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