Ep Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,784 shares of IDU stock, worth $482,466. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,784
Previous 4,461 7.24%
Holding current value
$482,466
Previous $392,000 24.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$87.2 - $102.21 $28,165 - $33,013
323 Added 7.24%
4,784 $488,000
Q2 2024

Aug 19, 2024
BUY
$80.91 - $92.63 $360,939 - $413,222
4,461 New
4,461 $392,000

Others Institutions Holding IDU

# of Institutions
284
Shares Held
7.82M
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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