Wealth Management Associates, Inc. Ishares Tr U S Utils ETF Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 6,851 shares of IDU stock, worth $709,969. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,851

Previous 6,237 9.84%

Holding current value

$709,969

Previous $600 Million 15.79%

% of portfolio

0.3%

Previous 0.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	BUY	$95.33 - $102.77 $58,532 - $63,100	614 Added 9.84%	6,851 $695 Million
Q4 2024 May 28, 2025	BUY	$94.65 - $105.73 $22,337 - $24,952	236 Added 3.93%	6,237 $600 Million
Q3 2024 May 28, 2025	BUY	$87.2 - $102.21 $12,208 - $14,309	140 Added 2.39%	6,001 $612 Million
Q1 2024 May 28, 2025	BUY	$76.16 - $84.52 $5,559 - $6,169	73 Added 1.26%	5,861 $515 Million
Q4 2023 May 28, 2025	SELL	$70.39 - $82.51 $4,997 - $5,858	-71 Reduced 1.21%	5,788 $463 Million
Q3 2023 May 28, 2025	BUY	$73.46 - $85.26 $514 - $596	7 Added 0.12%	5,859 $431 Million
Q2 2023 May 28, 2025	SELL	$79.78 - $86.19 $4,786 - $5,171	-60 Reduced 1.01%	5,852 $478 Million
Q1 2023 May 28, 2025	BUY	$78.76 - $88.37 $6,537 - $7,334	83 Added 1.42%	5,912 $495 Million
Q4 2022 May 28, 2025	BUY	$76.38 - $89.16 $14,359 - $16,762	188 Added 3.33%	5,829 $504 Million
Q3 2022 May 28, 2025	BUY	$81.13 - $95.89 $8,762 - $10,356	108 Added 1.95%	5,641 $458 Million
Q2 2022 May 28, 2025	BUY	$78.85 - $93.89 $20,974 - $24,974	266 Added 5.05%	5,533 $474 Million
Q1 2022 May 28, 2025	BUY	$79.56 - $91.11 $46,463 - $53,208	584 Added 12.47%	5,267 $479 Million
Q4 2021 May 28, 2025	BUY	$79.02 - $88.43 $42,433 - $47,486	537 Added 12.95%	4,683 $414 Million
Q3 2021 May 28, 2025	BUY	$78.65 - $86.24 $103,031 - $112,974	1,310 Added 46.19%	4,146 $327 Million
Q2 2021 May 28, 2025	BUY	$78.5 - $83.84 $222,626 - $237,770	2,836 New	2,836 $223 Million

Others Institutions Holding IDU

# of Institutions

286

Shares Held

7.37M

Call Options Held

Put Options Held

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

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Wealth Management Associates, Inc. Ishares Tr U S Utils ETF Transaction History