A detailed history of Stifel Financial Corp transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Stifel Financial Corp holds 9,093 shares of IDU stock, worth $876,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,093
Previous 6,990 30.09%
Holding current value
$876,747
Previous $614,000 50.98%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$87.2 - $102.21 $183,381 - $214,947
2,103 Added 30.09%
9,093 $927,000
Q2 2024

Aug 13, 2024

BUY
$80.91 - $92.63 $249,607 - $285,763
3,085 Added 79.0%
6,990 $614,000
Q1 2024

May 13, 2024

SELL
$76.16 - $84.52 $36,023 - $39,977
-473 Reduced 10.8%
3,905 $330,000
Q4 2023

Feb 12, 2024

SELL
$70.39 - $82.51 $973,493 - $1.14 Million
-13,830 Reduced 75.96%
4,378 $349,000
Q3 2023

Nov 13, 2023

SELL
$73.46 - $85.26 $63,249 - $73,408
-861 Reduced 4.52%
18,208 $1.34 Million
Q2 2023

Aug 14, 2023

SELL
$79.78 - $86.19 $9,015 - $9,739
-113 Reduced 0.59%
19,069 $1.56 Million
Q1 2023

May 12, 2023

SELL
$78.76 - $88.37 $542,341 - $608,515
-6,886 Reduced 26.42%
19,182 $1.61 Million
Q4 2022

Feb 13, 2023

BUY
$76.38 - $89.16 $43,536 - $50,821
570 Added 2.24%
26,068 $2.26 Million
Q3 2022

Nov 14, 2022

BUY
$81.13 - $95.89 $1,379 - $1,630
17 Added 0.07%
25,498 $2.07 Million
Q2 2022

Aug 15, 2022

SELL
$78.85 - $93.89 $49,438 - $58,869
-627 Reduced 2.4%
25,481 $2.18 Million
Q1 2022

May 13, 2022

BUY
$79.56 - $91.11 $78,764 - $90,198
990 Added 3.94%
26,108 $2.38 Million
Q4 2021

Feb 14, 2022

BUY
$79.02 - $88.43 $982,534 - $1.1 Million
12,434 Added 98.03%
25,118 $2.22 Million
Q3 2021

Nov 15, 2021

BUY
$78.65 - $86.24 $72,515 - $79,513
922 Added 7.84%
12,684 $1 Million
Q2 2021

Aug 13, 2021

BUY
$78.5 - $83.84 $681,694 - $728,066
8,684 Added 282.13%
11,762 $923,000
Q1 2021

May 14, 2021

BUY
$72.46 - $79.63 $223,031 - $245,101
3,078 New
3,078 $245,000
Q4 2020

Feb 12, 2021

SELL
$73.61 - $82.19 $388,292 - $433,552
-5,275 Closed
0 $0
Q3 2020

Nov 16, 2020

SELL
$70.19 - $76.14 $126,412 - $137,128
-1,801 Reduced 25.45%
5,275 $770,000
Q2 2020

Aug 14, 2020

SELL
$64.5 - $78.05 $1.26 Million - $1.53 Million
-19,607 Reduced 73.48%
7,076 $992,000
Q1 2020

May 14, 2020

BUY
$56.5 - $88.53 $146,787 - $230,000
2,598 Added 10.79%
26,683 $3.67 Million
Q4 2019

Feb 13, 2020

BUY
$77.06 - $81.5 $1.24 Million - $1.32 Million
16,146 Added 203.38%
24,085 $3.88 Million
Q3 2019

Nov 13, 2019

SELL
$74.74 - $81.66 $30,792 - $33,643
-412 Reduced 4.93%
7,939 $1.26 Million
Q2 2019

Aug 14, 2019

SELL
$72.15 - $77.08 $162,409 - $173,507
-2,251 Reduced 21.23%
8,351 $1.25 Million
Q1 2019

May 14, 2019

BUY
$65.82 - $74.61 $42,124 - $47,750
640 Added 6.42%
10,602 $1.55 Million
Q4 2018

Feb 13, 2019

SELL
$65.33 - $72.1 $99,170 - $109,447
-1,518 Reduced 13.22%
9,962 $1.33 Million
Q3 2018

Nov 13, 2018

BUY
$65.43 - $69.3 $56,727 - $60,083
867 Added 8.17%
11,480 $1.54 Million
Q2 2018

Aug 14, 2018

SELL
$61.72 - $66.07 $216,698 - $231,971
-3,511 Reduced 24.86%
10,613 $1.41 Million
Q1 2018

May 11, 2018

BUY
$59.97 - $65.92 $119,160 - $130,983
1,987 Added 16.37%
14,124 $1.81 Million
Q4 2017

Feb 14, 2018

SELL
$65.78 - $71.11 $885,267 - $956,998
-13,458 Reduced 52.58%
12,137 $1.62 Million
Q3 2017

Nov 13, 2017

BUY
$66.38 - $67.19 $1.7 Million - $1.72 Million
25,595
25,595 $0

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


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

Track Stifel Financial Corp Portfolio

Follow Stifel Financial Corp 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 Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.