Warren Averett Asset Management, LLC Ishares Tr U S Utils ETF Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 19,001 shares of IDU stock, worth $1.88 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,001
Previous 18,988 0.07%
Holding current value
$1.88 Million
Previous $1.94 Million 5.63%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$94.65 - $105.73 $1,230 - $1,374
13 Added 0.07%
19,001 $1.83 Million
Q3 2024

Nov 14, 2024
SELL
$87.2 - $102.21 $143,705 - $168,442
-1,648 Reduced 7.99%
18,988 $1.94 Million
Q2 2024

Aug 14, 2024
BUY
$80.91 - $92.63 $1.67 Million - $1.91 Million
20,636 New
20,636 $1.81 Million

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
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