Soa Wealth Advisors, Llc. Ishares Tr U S Utils ETF Transaction History

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 544 shares of IDU stock, worth $54,187. This represents 0.01% of its overall portfolio holdings.

Number of Shares
544
Previous 544 -0.0%
Holding current value
$54,187
Previous $52,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 13, 2022
SELL
$78.85 - $93.89 $42,894 - $51,076
-544 Reduced 50.0%
544 $46,000
Q1 2022

Apr 07, 2022
SELL
$79.56 - $91.11 $159 - $182
-2 Reduced 0.18%
1,088 $99,000
Q3 2021

Oct 12, 2021
BUY
$78.65 - $86.24 $85,728 - $94,001
1,090 New
1,090 $86,000
Q2 2021

Jul 14, 2021
SELL
$78.5 - $83.84 $85,565 - $91,385
-1,090 Closed
0 $0
Q4 2020

Mar 10, 2021
BUY
$73.61 - $82.19 $80,234 - $89,587
1,090 New
1,090 $85,000

Others Institutions Holding IDU

# of Institutions
298
Shares Held
6.71M
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 Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, 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 Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email