A detailed history of Allworth Financial LP transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Allworth Financial LP holds 1,357 shares of IDU stock, worth $131,927. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,357
Previous 1,355 0.15%
Holding current value
$131,927
Previous $119,000 15.97%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$87.2 - $102.21 $174 - $204
2 Added 0.15%
1,357 $138,000
Q2 2024

Jul 23, 2024

BUY
$80.91 - $92.63 $161 - $185
2 Added 0.15%
1,355 $119,000
Q1 2024

Apr 25, 2024

SELL
$76.16 - $84.52 $1,827 - $2,028
-24 Reduced 1.74%
1,353 $114,000
Q4 2023

Jan 24, 2024

BUY
$70.39 - $82.51 $351 - $412
5 Added 0.36%
1,377 $110,000
Q2 2023

Jul 18, 2023

BUY
$79.78 - $86.19 $159 - $172
2 Added 0.15%
1,372 $112,000
Q1 2023

Apr 18, 2023

BUY
$78.76 - $88.37 $236 - $265
3 Added 0.22%
1,370 $114,000
Q4 2022

Jan 13, 2023

BUY
$76.38 - $89.16 $305 - $356
4 Added 0.29%
1,367 $0
Q3 2022

Oct 18, 2022

BUY
$81.13 - $95.89 $243 - $287
3 Added 0.22%
1,363 $111,000
Q2 2022

Jul 13, 2022

BUY
$78.85 - $93.89 $157 - $187
2 Added 0.15%
1,360 $116,000
Q1 2022

Apr 22, 2022

BUY
$79.56 - $91.11 $238 - $273
3 Added 0.22%
1,358 $124,000
Q4 2021

Jan 21, 2022

BUY
$79.02 - $88.43 $158 - $176
2 Added 0.15%
1,355 $120,000
Q3 2021

Nov 02, 2021

BUY
$78.65 - $86.24 $15,415 - $16,903
196 Added 16.94%
1,353 $107,000
Q2 2021

Aug 02, 2021

BUY
$78.5 - $83.84 $28,338 - $30,266
361 Added 45.35%
1,157 $91,000
Q4 2020

Jan 26, 2021

BUY
$73.61 - $82.19 $58,593 - $65,423
796 New
796 $62,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


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

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.