A detailed history of Second Half Financial Partners, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 73,280 shares of IDU stock, worth $7.53 Million. This represents 5.48% of its overall portfolio holdings.

Number of Shares
73,280
Previous 62,711 16.85%
Holding current value
$7.53 Million
Previous $6.4 Million 10.21%
% of portfolio
5.48%
Previous 3.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$94.65 - $105.73 $1 Million - $1.12 Million
10,569 Added 16.85%
73,280 $7.05 Million
Q3 2024

Nov 08, 2024

BUY
$87.2 - $102.21 $5.47 Million - $6.41 Million
62,711 New
62,711 $6.4 Million

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
Track This Portfolio

Track Second Half Financial Partners, LLC Portfolio

Follow Second Half Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Second Half Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Second Half Financial Partners, LLC with notifications on news.