Summit Financial Consulting LLC Ishares Tr U S Utils ETF Transaction History

Summit Financial Consulting LLC

  • $138 Billion
  • Q4 2025

A detailed history of Summit Financial Consulting LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Summit Financial Consulting LLC holds 65,479 shares of IDU stock, worth $7.31 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares
65,479
Previous 59,033 10.92%
Holding current value
$7.31 Million
Previous $6.55 Billion 8.38%
% of portfolio
5.15%
Previous 5.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$111.15 - $116.84 $716,472 - $753,150
6,446 Added 10.92%
65,479 $7.1 Billion
Q3 2025

Oct 14, 2025
BUY
$103.7 - $111.17 $632,570 - $678,137
6,100 Added 11.52%
59,033 $6.55 Billion
Q2 2025

Jul 09, 2025
BUY
$93.98 - $106.11 $4.97 Million - $5.62 Million
52,933 New
52,933 $5.54 Billion

Others Institutions Holding IDU

# of Institutions
317
Shares Held
8.31M
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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