Forbes Financial Planning, Inc. Ishares Tr U S Utils ETF Transaction History

Forbes Financial Planning, Inc.

$139 Million
Q3 2024

A detailed history of Forbes Financial Planning, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 3,399 shares of IDU stock, worth $337,146. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,399

Previous 3,999 15.0%

Holding current value

$337,146

Previous $351,000 1.42%

% of portfolio

0.25%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$87.2 - $102.21 $52,320 - $61,325	-600 Reduced 15.0%	3,399 $346,000
Q2 2024 Jul 25, 2024	BUY	$80.91 - $92.63 $48,546 - $55,578	600 Added 17.65%	3,999 $351,000
Q4 2023 Feb 13, 2024	BUY	$70.39 - $82.51 $19,990 - $23,432	284 Added 9.12%	3,399 $271,000
Q2 2023 Aug 08, 2023	SELL	$79.78 - $86.19 $3,909 - $4,223	-49 Reduced 1.55%	3,115 $254,000
Q1 2023 May 04, 2023	SELL	$78.76 - $88.37 $2,362 - $2,651	-30 Reduced 0.94%	3,164 $264,000
Q2 2022 Aug 15, 2022	SELL	$78.85 - $93.89 $20,264 - $24,129	-257 Reduced 7.45%	3,194 $272,000
Q1 2022 May 13, 2022	BUY	$79.56 - $91.11 $2,148 - $2,459	27 Added 0.79%	3,451 $314,000
Q4 2021 Feb 18, 2022	BUY	$79.02 - $88.43 $270,564 - $302,784	3,424 New	3,424 $304,000

Others Institutions Holding IDU

# of Institutions

273

Shares Held

7.18M

Call Options Held

Put Options Held

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About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

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Forbes Financial Planning, Inc. Ishares Tr U S Utils ETF Transaction History