Global Wealth Management Investment Advisory, Inc. Ishares Tr U S Utils ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$407 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 16, 2020	SELL	$70.19 - $76.14 $7,720 - $8,375	-110 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$65.33 - $72.1 $7,186 - $7,930	110 New	110 $15,000

Others Institutions Holding IDU

# of Institutions

229

Shares Held

4.42M

Call Options Held

4.4K

Put Options Held

Destination Wealth Management

653K
Shares

$59.7 Million
1.85% of portfolio
Morgan Stanley New York, NY

535K
Shares

$48.9 Million
0.0% of portfolio
Pgim Custom Harvest LLC Newark, NJ

454K
Shares

$41.6 Million
0.96% of portfolio
Bank Of America Corp Charlotte, NC

379K
Shares

$34.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$14.7 Million
0.01% of portfolio

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About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

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