A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 280 shares of IDU stock, worth $29,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares
280
Previous 315 11.11%
Holding current value
$29,537
Previous $26,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2024

SELL
$80.91 - $92.63 $2,831 - $3,242
-35 Reduced 11.11%
280 $24,000
Q4 2023

Mar 07, 2024

BUY
$70.39 - $82.51 $22,172 - $25,990
315 New
315 $25,000
Q1 2023

May 12, 2023

SELL
$78.76 - $88.37 $1,181 - $1,325
-15 Reduced 2.11%
695 $58,000
Q4 2022

Feb 14, 2023

BUY
$76.38 - $89.16 $54,229 - $63,303
710 New
710 $61,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


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

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, 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 Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.