Balboa Wealth Partners Ishares Tr U S Utils ETF Transaction History

Balboa Wealth Partners

$572 Million
Q4 2025

A detailed history of Balboa Wealth Partners transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 25,244 shares of IDU stock, worth $2.82 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

25,244

Previous 25,742 1.93%

Holding current value

$2.82 Million

Previous $2.85 Million 1.23%

% of portfolio

0.49%

Previous 0.52%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$111.15 - $116.84 $55,352 - $58,186	-498 Reduced 1.93%	25,244 $2.82 Million
Q3 2025 Nov 06, 2025	BUY	$103.7 - $111.17 $2.67 Million - $2.86 Million	25,742 New	25,742 $2.85 Million
Q4 2024 Feb 10, 2025	SELL	$94.65 - $105.73 $677,788 - $757,132	-7,161 Reduced 23.54%	23,266 $2.24 Million
Q3 2024 Nov 06, 2024	SELL	$87.2 - $102.21 $2,964 - $3,475	-34 Reduced 0.11%	30,427 $3.1 Million
Q2 2024 Aug 13, 2024	BUY	$80.91 - $92.63 $2.46 Million - $2.82 Million	30,461 New	30,461 $2.68 Million

Others Institutions Holding IDU

# of Institutions

315

Shares Held

8.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

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Balboa Wealth Partners Ishares Tr U S Utils ETF Transaction History