Vertex Planning Partners, LLC Ishares Tr U S Utils ETF Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,081 shares of IDU stock, worth $234,195. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,081
Previous 2,376 12.42%
Holding current value
$234,195
Previous $241 Million 9.7%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$93.98 - $106.11 $27,724 - $31,302
-295 Reduced 12.42%
2,081 $218 Million
Q1 2025

May 14, 2025
BUY
$95.33 - $102.77 $476 - $513
5 Added 0.21%
2,376 $241 Million
Q4 2024

Feb 12, 2025
BUY
$94.65 - $105.73 $28,962 - $32,353
306 Added 14.82%
2,371 $228 Million
Q3 2024

Nov 07, 2024
BUY
$87.2 - $102.21 $180,068 - $211,063
2,065 New
2,065 $211 Million

Others Institutions Holding IDU

# of Institutions
304
Shares Held
6.98M
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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