Midwest Professional Planners, Ltd. Ishares Tr U S Utils ETF Transaction History

Midwest Professional Planners, Ltd.

$297 Million
Q2 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	SELL	$81.13 - $95.89 $82,833 - $97,903	-1,021 Reduced 2.14%	46,763 $3.79 Million
Q2 2022 Aug 09, 2022	BUY	$78.85 - $93.89 $1.83 Million - $2.18 Million	23,245 Added 94.73%	47,784 $4.09 Million
Q1 2022 May 11, 2022	BUY	$79.56 - $91.11 $186,249 - $213,288	2,341 Added 10.55%	24,539 $2.23 Million
Q4 2021 Feb 10, 2022	BUY	$79.02 - $88.43 $31,054 - $34,752	393 Added 1.8%	22,198 $1.96 Million
Q3 2021 Nov 08, 2021	BUY	$78.65 - $86.24 $1.71 Million - $1.88 Million	21,805 New	21,805 $1.72 Million
Q2 2021 Aug 10, 2021	SELL	$78.5 - $83.84 $497,376 - $531,210	-6,336 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$72.46 - $79.63 $459,106 - $504,535	6,336 New	6,336 $875,000
Q2 2020 Aug 14, 2020	SELL	$64.5 - $78.05 $408,672 - $494,524	-6,336 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$56.5 - $88.53 $357,984 - $560,926	6,336 New	6,336 $875,000
Q4 2019 Feb 11, 2020	SELL	$77.06 - $81.5 $278,571 - $294,622	-3,615 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$74.74 - $81.66 $25,112 - $27,437	336 Added 10.25%	3,615 $589,000
Q2 2019 Aug 12, 2019	BUY	$72.15 - $77.08 $32,900 - $35,148	456 Added 16.15%	3,279 $494,000
Q1 2019 May 08, 2019	SELL	$65.82 - $74.61 $919,373 - $1.04 Million	-13,968 Reduced 83.19%	2,823 $416,000
Q4 2018 Feb 14, 2019	BUY	$65.33 - $72.1 $1.1 Million - $1.21 Million	16,791 New	16,791 $2.25 Million
Q3 2018 Nov 13, 2018	SELL	$65.43 - $69.3 $5,299 - $5,613	-81 Closed	0 $0
Q2 2018 Aug 10, 2018	SELL	$61.72 - $66.07 $7,221 - $7,730	-117 Reduced 59.09%	81 $11,000
Q1 2018 May 15, 2018	SELL	$59.97 - $65.92 $25,787 - $28,345	-430 Reduced 68.47%	198 $25,000
Q4 2017 Feb 13, 2018	BUY	$65.78 - $71.11 $41,309 - $44,657	628	628 $83,000

Others Institutions Holding IDU

# of Institutions

264

Shares Held

6.78M

Call Options Held

0

Put Options Held

0

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