High Net Worth Advisory Group LLC Ishares Tr U S Utils ETF Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

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 $714,880. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,400
Previous 6,400 -0.0%
Holding current value
$714,880
Previous $669,000 5.98%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Feb 14, 2023
BUY
$76.38 - $89.16 $152,760 - $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

# of Institutions
314
Shares Held
8.04M
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
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