A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 171 shares of IDU stock, worth $17,495. This represents 0.0% of its overall portfolio holdings.

Number of Shares
171
Previous 171 -0.0%
Holding current value
$17,495
Previous $15,000 13.33%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$80.91 - $92.63 $22,573 - $25,843
-279 Reduced 62.0%
171 $15,000
Q1 2024

Apr 23, 2024

BUY
$76.16 - $84.52 $76 - $84
1 Added 0.22%
450 $38,000
Q4 2023

Jan 18, 2024

SELL
$70.39 - $82.51 $351 - $412
-5 Reduced 1.1%
449 $35,000
Q3 2023

Oct 13, 2023

BUY
$73.46 - $85.26 $6,464 - $7,502
88 Added 24.04%
454 $33,000
Q2 2023

Jul 20, 2023

BUY
$79.78 - $86.19 $1,116 - $1,206
14 Added 3.98%
366 $29,000
Q1 2023

May 05, 2023

BUY
$78.76 - $88.37 $5,670 - $6,362
72 Added 25.71%
352 $29,000
Q4 2022

Feb 13, 2023

SELL
$76.38 - $89.16 $12,449 - $14,533
-163 Reduced 36.79%
280 $24,000
Q4 2022

Feb 13, 2023

SELL
$76.38 - $89.16 $12,449 - $14,533
-163 Reduced 36.79%
280 $24,000
Q3 2022

Nov 03, 2022

BUY
$81.13 - $95.89 $21,093 - $24,931
260 Added 142.08%
443 $37,000
Q1 2022

Jul 14, 2022

BUY
$79.56 - $91.11 $14,559 - $16,673
183 New
183 $17,000
Q4 2021

Jan 21, 2022

SELL
$79.02 - $88.43 $14,460 - $16,182
-183 Closed
0 $0
Q4 2020

Jan 13, 2021

BUY
$73.61 - $82.19 $6,698 - $7,479
91 Added 98.91%
183 $14,000
Q2 2019

Nov 19, 2019

SELL
$72.15 - $77.08 $1,659 - $1,772
-23 Reduced 20.0%
92 $14,000
Q1 2019

May 07, 2019

BUY
$65.82 - $74.61 $1,513 - $1,716
23 Added 25.0%
115 $17,000
Q4 2016

Aug 10, 2018

BUY
N/A
92
92 $11,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
Track This Portfolio

Track Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.