San Luis Wealth Advisors LLC Ishares Tr U S Utils ETF Transaction History

San Luis Wealth Advisors LLC

$484 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$80.91 - $92.63 $935,481 - $1.07 Million	11,562 New	11,562 $1.02 Million
Q2 2023 Aug 02, 2023	BUY	$79.78 - $86.19 $35,262 - $38,095	442 Added 1.08%	41,232 $3.37 Million
Q1 2023 May 10, 2023	BUY	$78.76 - $88.37 $3.21 Million - $3.6 Million	40,790 New	40,790 $3.42 Million
Q2 2022 Aug 10, 2022	SELL	$78.85 - $93.89 $792,521 - $943,688	-10,051 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$79.56 - $91.11 $799,657 - $915,746	10,051 New	10,051 $889,000
Q4 2021 Feb 14, 2022	SELL	$79.02 - $88.43 $830,105 - $928,957	-10,505 Closed	0 $0
Q3 2021 Nov 09, 2021	SELL	$78.65 - $86.24 $799,084 - $876,198	-10,160 Reduced 49.17%	10,505 $829,000
Q4 2020 Feb 05, 2021	BUY	$73.61 - $82.19 $1.52 Million - $1.7 Million	20,665 New	20,665 $1.6 Million

Others Institutions Holding IDU

# of Institutions

273

Shares Held

7.18M

Call Options Held

0

Put Options Held

0

About ISHARES TR U S UTILS ETF

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