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

Summit Financial, LLC

$1.68 Billion
Q1 2024

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 2,431 shares of IDU stock, worth $214,316. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,431

Holding current value

$214,316

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

229

Shares Held

4.44M

Call Options Held

4.4K

Put Options Held

Destination Wealth Management

653K
Shares

$57.5 Million
1.85% of portfolio
Morgan Stanley New York, NY

535K
Shares

$47.2 Million
0.0% of portfolio
Pgim Custom Harvest LLC Newark, NJ

454K
Shares

$40 Million
0.96% of portfolio
Bank Of America Corp Charlotte, NC

379K
Shares

$33.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$14.2 Million
0.01% of portfolio

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

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