A detailed history of Creative Planning transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Creative Planning holds 5,040 shares of IDU stock, worth $562,968. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,040
Previous 4,682 7.65%
Holding current value
$562,968
Previous $489,000 14.11%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$103.7 - $111.17 $37,124 - $39,798
358 Added 7.65%
5,040 $558,000
Q2 2025

Aug 08, 2025

SELL
$93.98 - $106.11 $64,564 - $72,897
-687 Reduced 12.8%
4,682 $489,000
Q1 2025

May 15, 2025

BUY
$95.33 - $102.77 $133,366 - $143,775
1,399 Added 35.24%
5,369 $544,000
Q4 2024

Feb 14, 2025

BUY
$94.65 - $105.73 $51,868 - $57,940
548 Added 16.01%
3,970 $381,000
Q3 2024

Oct 11, 2024

BUY
$87.2 - $102.21 $298,398 - $349,762
3,422 New
3,422 $349,000
Q3 2022

Nov 03, 2022

SELL
$81.13 - $95.89 $3,731 - $4,410
-46 Reduced 1.55%
2,928 $238,000
Q2 2022

Aug 15, 2022

BUY
$78.85 - $93.89 $234,499 - $279,228
2,974 New
2,974 $255,000

Others Institutions Holding IDU

About ISHARES TR U S UTILS ETF


  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
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