Vsm Wealth Advisory, LLC Ishares Tr U S Utils ETF Transaction History

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 76 shares of IDU stock, worth $7,670. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$7,670

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$94.65 - $105.73 $7,193 - $8,035	76 New	76 $7.31 Million

Others Institutions Holding IDU

# of Institutions

300

Shares Held

6.79M

Call Options Held

Put Options Held

Destination Wealth Management

622K
Shares

$62.7 Million
1.89% of portfolio
Morgan Stanley New York, NY

571K
Shares

$57.6 Million
0.0% of portfolio
Pgim Custom Harvest LLC Newark, NJ

459K
Shares

$46.3 Million
0.87% of portfolio
Bank Of America Corp Charlotte, NC

402K
Shares

$40.5 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

247K
Shares

$25 Million
0.0% of portfolio

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

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