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

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 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 19,004 shares of IDU stock, worth $2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,004
Previous 19,001 0.02%
Holding current value
$2 Million
Previous $1.83 Million 5.42%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
286
Shares Held
7.37M
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
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email