A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 6,400 shares of IDU stock, worth $564,224. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,400
Previous 6,400 -0.0%
Holding current value
$564,224
Previous $511,000 5.68%
% of portfolio
0.17%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

BUY
$81.34 - $89.16 $162,680 - $178,320
2,000 Added 45.45%
6,400 $553,000
Q2 2022

Aug 10, 2022

BUY
$78.85 - $93.89 $118,274 - $140,835
1,500 Added 51.72%
4,400 $377,000
Q4 2021

Apr 27, 2022

BUY
$79.02 - $88.43 $229,158 - $256,447
2,900 New
2,900 $252,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


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

Track High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group 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 High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.