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

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 5,299 shares of IDU stock, worth $539,915. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,299
Previous 5,299 -0.0%
Holding current value
$539,915
Previous $540,000 5.74%
% of portfolio
0.19%
Previous 0.29%

Shares

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

Nov 12, 2024
SELL
$87.2 - $102.21 $14,649 - $17,171
-168 Reduced 3.07%
5,299 $540,000
Q1 2024

May 15, 2024
SELL
$76.16 - $84.52 $220,483 - $244,685
-2,895 Reduced 34.62%
5,467 $462,000
Q4 2023

Feb 12, 2024
BUY
$70.39 - $82.51 $588,601 - $689,948
8,362 New
8,362 $668,000

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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