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 2,903 shares of IDU stock, worth $288,354. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,903
Previous 3,234 10.24%
Holding current value
$288,354
Previous $329,000 15.2%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
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