Capital Advisors, Ltd. LLC Ishares Tr U S Utils ETF Transaction History

Capital Advisors, Ltd. LLC

  • $887 Million
  • Q4 2025

A detailed history of Capital Advisors, Ltd. LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 4,258 shares of IDU stock, worth $475,618. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,258
Previous 4,246 0.28%
Holding current value
$475,618
Previous $471,000 2.12%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 21, 2026
BUY
$111.15 - $116.84 $1,333 - $1,402
12 Added 0.28%
4,258 $461,000
Q3 2025

Oct 16, 2025
BUY
$103.7 - $111.17 $1,140 - $1,222
11 Added 0.26%
4,246 $471,000
Q2 2025

Jul 24, 2025
BUY
$93.98 - $106.11 $1,033 - $1,167
11 Added 0.26%
4,235 $443,000
Q1 2024

Apr 18, 2024
SELL
$76.16 - $84.52 $6,702 - $7,437
-88 Reduced 2.04%
4,224 $357,000
Q2 2022

Aug 05, 2022
BUY
$78.85 - $93.89 $6,938 - $8,262
88 Added 2.08%
4,312 $369,000
Q4 2020

Feb 10, 2021
BUY
$73.61 - $82.19 $155,464 - $173,585
2,112 Added 100.0%
4,224 $328,000
Q4 2019

Feb 03, 2020
SELL
$77.06 - $81.5 $79,757 - $84,352
-1,035 Reduced 32.89%
2,112 $342,000
Q3 2019

Oct 23, 2019
BUY
$74.74 - $81.66 $77,355 - $84,518
1,035 Added 49.01%
3,147 $425,000
Q2 2019

Jul 31, 2019
SELL
$72.15 - $77.08 $41,774 - $44,629
-579 Reduced 21.52%
2,112 $318,000
Q3 2017

Oct 25, 2017
BUY
$66.38 - $67.19 $178,628 - $180,808
2,691
2,691 $358,000

Others Institutions Holding IDU

# of Institutions
316
Shares Held
8.3M
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
Track This Portfolio

Track Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC 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 Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email