Warren Averett Asset Management, LLC Ishares Tr U S Utils ETF Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 19,190 shares of IDU stock, worth $2.14 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,190
Previous 19,007 0.96%
Holding current value
$2.14 Million
Previous $1.99 Million 7.1%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$103.7 - $111.17 $18,977 - $20,344
183 Added 0.96%
19,190 $2.13 Million
Q2 2025

Aug 14, 2025
BUY
$93.98 - $106.11 $281 - $318
3 Added 0.02%
19,007 $1.99 Million
Q1 2025

May 15, 2025
BUY
$95.33 - $102.77 $285 - $308
3 Added 0.02%
19,004 $1.93 Million
Q4 2024

Feb 14, 2025
BUY
$94.65 - $105.73 $1,230 - $1,374
13 Added 0.07%
19,001 $1.83 Million
Q3 2024

Nov 14, 2024
SELL
$87.2 - $102.21 $143,705 - $168,442
-1,648 Reduced 7.99%
18,988 $1.94 Million
Q2 2024

Aug 14, 2024
BUY
$80.91 - $92.63 $1.67 Million - $1.91 Million
20,636 New
20,636 $1.81 Million

Others Institutions Holding IDU

# of Institutions
314
Shares Held
8.04M
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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