A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 10,956 shares of IDU stock, worth $1.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,956
Previous 8,060 35.93%
Holding current value
$1.07 Million
Previous $708,000 57.77%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$87.2 - $102.21 $252,531 - $296,000
2,896 Added 35.93%
10,956 $1.12 Million
Q2 2024

Jul 16, 2024

BUY
$80.91 - $92.63 $4,288 - $4,909
53 Added 0.66%
8,060 $708,000
Q1 2024

Apr 15, 2024

SELL
$76.16 - $84.52 $14,241 - $15,805
-187 Reduced 2.28%
8,007 $676,000
Q4 2023

Jan 30, 2024

SELL
$70.39 - $82.51 $11,543 - $13,531
-164 Reduced 1.96%
8,194 $654,000
Q3 2023

Nov 13, 2023

BUY
$73.46 - $85.26 $613,978 - $712,603
8,358 New
8,358 $614,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


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