Minich Mac Gregor Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History
Minich Mac Gregor Wealth Management, LLC
- $484 Million
- Q3 2025
A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 106,035 shares of IDU stock, worth $11.8 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
106,035
Previous 106,597
0.53%
Holding current value
$11.8 Million
Previous $11.1 Million
5.5%
% of portfolio
2.43%
Previous 2.54%
Shares
17 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