A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 15,366 shares of IDU stock, worth $1.67 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
15,366
Previous 13,942 10.21%
Holding current value
$1.67 Million
Previous $1.41 Million 13.66%
% of portfolio
0.62%
Previous 0.6%

Shares

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

Jul 08, 2025

BUY
$93.98 - $106.11 $133,827 - $151,100
1,424 Added 10.21%
15,366 $1.61 Million
Q1 2025

Apr 22, 2025

BUY
$95.33 - $102.77 $598,100 - $644,778
6,274 Added 81.82%
13,942 $1.41 Million
Q4 2024

Feb 03, 2025

BUY
$94.65 - $105.73 $385,225 - $430,321
4,070 Added 113.12%
7,668 $737,000
Q3 2024

Oct 08, 2024

BUY
$87.2 - $102.21 $313,745 - $367,751
3,598 New
3,598 $367,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


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