Congress Wealth Management LLC Ishares Tr U S Utils ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,333 shares of IDU stock, worth $372,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,333
Previous 2,926 13.91%
Holding current value
$372,296
Previous $296,000 17.57%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$93.98 - $106.11 $38,249 - $43,186
407 Added 13.91%
3,333 $348,000
Q1 2025

May 14, 2025
BUY
$95.33 - $102.77 $278,935 - $300,705
2,926 New
2,926 $296,000

Others Institutions Holding IDU

# of Institutions
314
Shares Held
8.27M
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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