Summit Financial, LLC Ishares Tr U S Utils ETF Transaction History

Summit Financial, LLC

  • $3.54 Billion
  • Q1 2025

A detailed history of Summit Financial, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Summit Financial, LLC holds 2,904 shares of IDU stock, worth $316,158. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,904
Previous 2,903 0.03%
Holding current value
$316,158
Previous $279,000 5.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2025
BUY
$95.33 - $102.77 $95 - $102
1 Added 0.03%
2,904 $294,000
Q4 2024

Feb 12, 2025
SELL
$94.65 - $105.73 $31,329 - $34,996
-331 Reduced 10.24%
2,903 $279,000
Q3 2024

Nov 12, 2024
SELL
$87.2 - $102.21 $6,104 - $7,154
-70 Reduced 2.12%
3,234 $329,000
Q2 2024

Jul 31, 2024
BUY
$80.91 - $92.63 $70,634 - $80,865
873 Added 35.91%
3,304 $290,000
Q1 2024

Apr 24, 2024
BUY
$76.16 - $84.52 $185,144 - $205,468
2,431 New
2,431 $205,000

Others Institutions Holding IDU

# of Institutions
289
Shares Held
7.48M
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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