Kellett Schaffner Wealth Advisors LLC Ishares Tr U S Utils ETF Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $144 Million
  • Q1 2024

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 18,690 shares of IDU stock, worth $1.65 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
18,690
Previous 11,909 56.94%
Holding current value
$1.65 Million
Previous $951,000 66.04%
% of portfolio
1.09%
Previous 0.71%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$76.16 - $84.52 $516,440 - $573,130
6,781 Added 56.94%
18,690 $1.58 Million
Q4 2023

Jan 31, 2024
BUY
$70.39 - $82.51 $838,274 - $982,611
11,909 New
11,909 $951,000

Others Institutions Holding IDU

# of Institutions
229
Shares Held
4.44M
Call Options Held
4.4K
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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