Axxcess Wealth Management, LLC Ishares Tr U S Utils ETF Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 3,161 shares of IDU stock, worth $324,855. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,161
Previous 3,182 0.66%
Holding current value
$324,855
Previous $324,000 6.17%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$94.65 - $105.73 $1,987 - $2,220
-21 Reduced 0.66%
3,161 $304,000
Q3 2024

Nov 04, 2024
BUY
$87.2 - $102.21 $36,972 - $43,337
424 Added 15.37%
3,182 $324,000
Q2 2024

Aug 09, 2024
BUY
$80.91 - $92.63 $223,149 - $255,473
2,758 New
2,758 $242,000
Q1 2023

May 03, 2023
BUY
$78.76 - $88.37 $344,338 - $386,353
4,372 New
4,372 $365,000

Others Institutions Holding IDU

# of Institutions
297
Shares Held
6.79M
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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