Sanford Advisory Services, LLC Ishares Tr U S Utils ETF Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 6,228 shares of IDU stock, worth $630,709. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,228

Previous 6,097 2.15%

Holding current value

$630,709

Previous $495,000 8.69%

% of portfolio

0.13%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$76.38 - $89.16 $10,005 - $11,679	131 Added 2.15%	6,228 $538,000
Q3 2022 Nov 09, 2022	BUY	$81.13 - $95.89 $1,054 - $1,246	13 Added 0.21%	6,097 $495,000
Q2 2022 Jul 28, 2022	BUY	$78.85 - $93.89 $32,013 - $38,119	406 Added 7.15%	6,084 $521,000
Q1 2022 Jul 28, 2022	BUY	$79.56 - $91.11 $10,820 - $12,390	136 Added 2.45%	5,678 $517,000
Q4 2021 Jul 28, 2022	SELL	$79.02 - $88.43 $52,311 - $58,540	-662 Reduced 10.67%	5,542 $490,000
Q3 2021 Jul 28, 2022	BUY	$78.65 - $86.24 $76,998 - $84,428	979 Added 18.74%	6,204 $464,000
Q2 2021 Jul 28, 2022	BUY	$78.5 - $83.84 $13,423 - $14,336	171 Added 3.38%	5,225 $410,000
Q1 2021 Jul 28, 2022	SELL	$72.46 - $79.63 $2,898 - $3,185	-40 Reduced 0.79%	5,054 $402,000
Q4 2020 Jul 28, 2022	BUY	$73.61 - $82.19 $374,969 - $418,675	5,094 New	5,094 $395,000

Others Institutions Holding IDU

# of Institutions

295

Shares Held

6.76M

Call Options Held

Put Options Held

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About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

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Sanford Advisory Services, LLC Ishares Tr U S Utils ETF Transaction History