Heritage Trust CO Ishares Tr U S Utils ETF Transaction History

Heritage Trust CO

  • $750 Million
  • Q2 2024

A detailed history of Heritage Trust CO transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Heritage Trust CO holds 2,558 shares of IDU stock, worth $270,457. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,558
Previous 2,558 -0.0%
Holding current value
$270,457
Previous $216,000 3.7%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$70.39 - $82.51 $180,057 - $211,060
2,558 New
2,558 $204,000
Q1 2021

May 12, 2021
BUY
$72.46 - $79.63 $185,352 - $203,693
2,558 New
2,558 $204,000
Q1 2020

May 11, 2020
SELL
$56.5 - $88.53 $72,263 - $113,229
-1,279 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$74.74 - $81.66 $95,592 - $104,443
1,279 New
1,279 $208,000
Q2 2019

Aug 13, 2019
SELL
$72.15 - $77.08 $121,139 - $129,417
-1,679 Closed
0 $0
Q1 2019

May 15, 2019
BUY
$65.82 - $74.61 $26,327 - $29,844
400 Added 31.27%
1,679 $247,000
Q3 2017

Nov 14, 2017
BUY
$66.38 - $67.19 $84,900 - $85,936
1,279
1,279 $170,000

Others Institutions Holding IDU

# of Institutions
283
Shares Held
7.81M
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
Track This Portfolio

Track Heritage Trust CO Portfolio

Follow Heritage Trust CO 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 Heritage Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email