Minich Mac Gregor Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $439 Million
  • Q2 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 106,597 shares of IDU stock, worth $11.6 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
106,597
Previous 113,149 5.79%
Holding current value
$11.6 Million
Previous $11.5 Million 2.87%
% of portfolio
2.54%
Previous 2.74%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$93.98 - $106.11 $615,756 - $695,232
-6,552 Reduced 5.79%
106,597 $11.1 Million
Q1 2025

Apr 22, 2025
BUY
$95.33 - $102.77 $10.8 Million - $11.6 Million
113,149 New
113,149 $11.5 Million
Q4 2022

Jan 09, 2023
BUY
$76.38 - $89.16 $3.77 Million - $4.4 Million
49,400 Added 55.21%
138,873 $0
Q3 2022

Oct 06, 2022
BUY
$81.13 - $95.89 $7.26 Million - $8.58 Million
89,473 New
89,473 $7.26 Million
Q4 2020

Jan 19, 2021
SELL
$73.61 - $82.19 $525,869 - $587,165
-7,144 Closed
0 $0
Q3 2020

Oct 14, 2020
SELL
$70.19 - $76.14 $67,242 - $72,942
-958 Reduced 11.82%
7,144 $1.04 Million
Q2 2020

Aug 05, 2020
BUY
$64.5 - $78.05 $522,579 - $632,361
8,102 New
8,102 $1.14 Million
Q1 2020

Apr 21, 2020
SELL
$56.5 - $88.53 $5.89 Million - $9.22 Million
-104,181 Closed
0 $0
Q4 2019

Jan 13, 2020
BUY
$77.06 - $81.5 $623,569 - $659,498
8,092 Added 8.42%
104,181 $16.9 Million
Q3 2019

Oct 21, 2019
BUY
$74.74 - $81.66 $1.13 Million - $1.24 Million
15,152 Added 18.72%
96,089 $15.6 Million
Q2 2019

Aug 05, 2019
BUY
$72.15 - $77.08 $338,599 - $361,736
4,693 Added 6.16%
80,937 $12.2 Million
Q1 2019

Apr 16, 2019
BUY
$65.82 - $74.61 $5.02 Million - $5.69 Million
76,244 New
76,244 $11.2 Million
Q4 2016

Jun 28, 2018
SELL
N/A
-24,995 Closed
0 $0
Q3 2016

Jun 28, 2018
BUY
N/A
2,202 Added 9.66%
24,995 $3.06 Million
Q2 2016

Jun 28, 2018
BUY
N/A
164 Added 0.72%
22,793 $2.99 Million
Q1 2016

Jun 28, 2018
BUY
N/A
22,629
22,629 $2.8 Million

Others Institutions Holding IDU

# of Institutions
289
Shares Held
7.44M
Call Options Held
0
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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