Wealthspire Advisors, LLC Ishares Tr U S Utils ETF Transaction History

Wealthspire Advisors, LLC

  • $7.78 Billion
  • Q2 2024

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 3,095 shares of IDU stock, worth $306,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,095
Previous 3,123 0.9%
Holding current value
$306,993
Previous $263,000 3.04%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$80.91 - $92.63 $2,265 - $2,593
-28 Reduced 0.9%
3,095 $271,000
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

# of Institutions
273
Shares Held
7.18M
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
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