A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,123 shares of IDU stock, worth $275,323. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,123
Previous 2,718 14.9%
Holding current value
$275,323
Previous $217,000 21.2%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$76.16 - $84.52 $30,844 - $34,230
405 Added 14.9%
3,123 $263,000
Q4 2023

Feb 06, 2024

BUY
$70.39 - $82.51 $191,320 - $224,262
2,718 New
2,718 $217,000
Q1 2022

May 09, 2022

BUY
$79.56 - $91.11 $196,592 - $225,132
2,471 New
2,471 $225,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.