Forte Asset Management LLC Ishares Tr U S Utils ETF Transaction History

Forte Asset Management LLC

  • $204 Million
  • Q3 2025

A detailed history of Forte Asset Management LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Forte Asset Management LLC holds 68,959 shares of IDU stock, worth $7.7 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
68,959
Previous 68,495 0.68%
Holding current value
$7.7 Million
Previous $7.16 Million 6.77%
% of portfolio
3.75%
Previous 3.72%

Shares

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

Oct 30, 2025
BUY
$103.7 - $111.17 $48,116 - $51,582
464 Added 0.68%
68,959 $7.65 Million
Q2 2025

Jul 31, 2025
BUY
$93.98 - $106.11 $6.44 Million - $7.27 Million
68,495 New
68,495 $7.16 Million

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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