A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 8,892 shares of IDU stock, worth $857,366. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,892
Previous 8,552 3.98%
Holding current value
$857,366
Previous $751,000 20.77%
% of portfolio
0.02%
Previous 0.02%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$87.2 - $102.21 $29,648 - $34,751
340 Added 3.98%
8,892 $907,000
Q2 2024

Aug 09, 2024

BUY
$80.91 - $92.63 $8,091 - $9,263
100 Added 1.18%
8,552 $751,000
Q1 2024

Apr 19, 2024

SELL
$76.16 - $84.52 $7,616 - $8,452
-100 Reduced 1.17%
8,452 $714,000
Q3 2023

Oct 25, 2023

SELL
$73.46 - $85.26 $35,260 - $40,924
-480 Reduced 5.31%
8,552 $629,000
Q2 2023

Aug 08, 2023

BUY
$79.78 - $86.19 $38,294 - $41,371
480 Added 5.61%
9,032 $738,000
Q4 2022

Feb 02, 2023

SELL
$76.38 - $89.16 $5,346 - $6,241
-70 Reduced 0.81%
8,552 $740,000
Q3 2022

Oct 13, 2022

SELL
$81.13 - $95.89 $26,772 - $31,643
-330 Reduced 3.69%
8,622 $699,000
Q2 2022

Jul 22, 2022

SELL
$78.85 - $93.89 $49,281 - $58,681
-625 Reduced 6.53%
8,952 $766,000
Q1 2022

May 10, 2022

SELL
$79.56 - $91.11 $1,511 - $1,731
-19 Reduced 0.2%
9,577 $871,000
Q4 2021

Jan 14, 2022

SELL
$79.02 - $88.43 $37,376 - $41,827
-473 Reduced 4.7%
9,596 $849,000
Q2 2021

Jul 14, 2021

SELL
$78.5 - $83.84 $19,546 - $20,876
-249 Reduced 2.41%
10,069 $790,000
Q1 2021

Apr 23, 2021

SELL
$72.46 - $79.63 $11,158 - $12,263
-154 Reduced 1.47%
10,318 $821,000
Q4 2020

Jan 22, 2021

BUY
$73.61 - $82.19 $378,870 - $423,031
5,147 Added 96.66%
10,472 $813,000
Q3 2020

Nov 05, 2020

BUY
$70.19 - $76.14 $210 - $228
3 Added 0.06%
5,325 $778,000
Q2 2020

Jul 15, 2020

SELL
$64.5 - $78.05 $9,868 - $11,941
-153 Reduced 2.79%
5,322 $746,000
Q1 2020

Apr 10, 2020

SELL
$56.5 - $88.53 $14,577 - $22,840
-258 Reduced 4.5%
5,475 $756,000
Q4 2019

Jan 13, 2020

SELL
$77.06 - $81.5 $10,711 - $11,328
-139 Reduced 2.37%
5,733 $929,000
Q3 2019

Oct 29, 2019

SELL
$74.74 - $81.66 $5,082 - $5,552
-68 Reduced 1.14%
5,872 $956,000
Q2 2019

Jul 10, 2019

SELL
$72.15 - $77.08 $2,886 - $3,083
-40 Reduced 0.67%
5,940 $896,000
Q1 2019

Apr 10, 2019

BUY
$65.82 - $74.61 $7,700 - $8,729
117 Added 2.0%
5,980 $881,000
Q4 2018

Jan 15, 2019

SELL
$65.33 - $72.1 $8,231 - $9,084
-126 Reduced 2.1%
5,863 $787,000
Q3 2018

Oct 09, 2018

BUY
$65.43 - $69.3 $261 - $277
4 Added 0.07%
5,989 $803,000
Q1 2018

Apr 20, 2018

BUY
$59.97 - $65.92 $179 - $197
3 Added 0.05%
5,985 $767,000
Q4 2017

Jan 18, 2018

SELL
$65.78 - $71.11 $13,024 - $14,079
-198 Reduced 3.2%
5,982 $795,000
Q3 2017

Oct 13, 2017

BUY
$66.38 - $67.19 $410,228 - $415,234
6,180
6,180 $821,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
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