Lifeworks Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Lifeworks Advisors, LLC
- $720 Million
- Q3 2025
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 13,053 shares of IDU stock, worth $1.46 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,053
Previous 8,880
46.99%
Holding current value
$1.46 Million
Previous $928,000
55.93%
% of portfolio
0.2%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IDU
# of Institutions
314Shares Held
8.04MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC990KShares$111 Million0.01% of portfolio
-
Morgan Stanley New York, NY696KShares$77.7 Million0.0% of portfolio
-
Destination Wealth Management611KShares$68.2 Million1.93% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ459KShares$51.2 Million0.78% of portfolio
-
Steward Partners Investment Advisory, LLC381KShares$42.6 Million0.25% of portfolio