Steward Partners Investment Advisory, LLC Ishares Tr U S Utils ETF Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 15,111 shares of IDU stock, worth $1.6 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,111
Previous 10,351 45.99%
Holding current value
$1.6 Million
Previous $995,000 53.97%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$95.33 - $102.77 $453,770 - $489,185
4,760 Added 45.99%
15,111 $1.53 Million
Q4 2024

Feb 06, 2025
BUY
$94.65 - $105.73 $589,574 - $658,592
6,229 Added 151.12%
10,351 $995,000
Q1 2024

May 15, 2024
SELL
$76.16 - $84.52 $48,970 - $54,346
-643 Reduced 13.49%
4,122 $348,000
Q4 2023

Feb 12, 2024
SELL
$70.39 - $82.51 $43,289 - $50,743
-615 Reduced 11.43%
4,765 $380,000
Q3 2023

Nov 13, 2023
SELL
$73.46 - $85.26 $106,663 - $123,797
-1,452 Reduced 21.25%
5,380 $395,000
Q2 2023

Aug 14, 2023
SELL
$79.78 - $86.19 $1.56 Million - $1.68 Million
-19,526 Reduced 74.08%
6,832 $558,000
Q1 2023

May 15, 2023
BUY
$78.76 - $88.37 $101,521 - $113,908
1,289 Added 5.14%
26,358 $2.21 Million
Q4 2022

Feb 15, 2023
BUY
$76.38 - $89.16 $19,400 - $22,646
254 Added 1.02%
25,069 $2.17 Million
Q3 2022

Nov 10, 2022
BUY
$81.13 - $95.89 $55,249 - $65,301
681 Added 2.82%
24,815 $2.01 Million
Q2 2022

Aug 04, 2022
SELL
$78.85 - $93.89 $42,973 - $51,170
-545 Reduced 2.21%
24,134 $2.07 Million
Q1 2022

May 02, 2022
SELL
$79.56 - $91.11 $1.56 Million - $1.78 Million
-19,559 Reduced 44.21%
24,679 $2.25 Million
Q4 2021

Feb 08, 2022
BUY
$79.02 - $88.43 $8,218 - $9,196
104 Added 0.24%
44,238 $3.91 Million
Q3 2021

Nov 12, 2021
BUY
$78.65 - $86.24 $136,536 - $149,712
1,736 Added 4.09%
44,134 $3.48 Million
Q2 2021

Aug 13, 2021
BUY
$78.5 - $83.84 $269,490 - $287,822
3,433 Added 8.81%
42,398 $3.33 Million
Q1 2021

May 14, 2021
BUY
$72.46 - $79.63 $640,329 - $703,690
8,837 Added 29.33%
38,965 $3.1 Million
Q4 2020

Feb 11, 2021
BUY
$73.61 - $82.19 $1.1 Million - $1.23 Million
14,991 Added 99.04%
30,128 $2.34 Million
Q3 2020

Oct 30, 2020
BUY
$70.19 - $76.14 $876,041 - $950,303
12,481 Added 469.92%
15,137 $2.21 Million
Q2 2020

Aug 06, 2020
SELL
$64.5 - $78.05 $88,494 - $107,084
-1,372 Reduced 34.06%
2,656 $372,000
Q1 2020

Apr 29, 2020
BUY
$56.5 - $88.53 $88,818 - $139,169
1,572 Added 64.01%
4,028 $556,000
Q4 2019

Jan 17, 2020
BUY
$77.06 - $81.5 $92,163 - $97,474
1,196 Added 94.92%
2,456 $397,000
Q2 2019

Jul 25, 2019
BUY
$72.15 - $77.08 $90,909 - $97,120
1,260 New
1,260 $189,000
Q4 2018

Jan 15, 2019
SELL
$65.33 - $72.1 $62,324 - $68,783
-954 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
$65.43 - $69.3 $42,529 - $45,045
650 Added 213.82%
954 $128,000
Q1 2018

Apr 20, 2018
BUY
$59.97 - $65.92 $17,991 - $19,776
300 Added 7500.0%
304 $38,000
Q1 2017

Nov 22, 2017
BUY
N/A
4
4 $0

Others Institutions Holding IDU

# of Institutions
286
Shares Held
7.37M
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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