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

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 14,364 shares of IDU stock, worth $1.44 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,364

Previous 10,716 34.04%

Holding current value

$1.44 Million

Previous $1.03 Million 34.08%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$94.65 - $105.73 $345,283 - $385,703	3,648 Added 34.04%	14,364 $1.38 Million
Q4 2024 Jan 10, 2025	SELL	$94.65 - $105.73 $22,716 - $25,375	-240 Reduced 2.19%	10,716 $1.03 Million
Q3 2024 Oct 23, 2024	BUY	$87.2 - $102.21 $252,531 - $296,000	2,896 Added 35.93%	10,956 $1.12 Million
Q2 2024 Jul 16, 2024	BUY	$80.91 - $92.63 $4,288 - $4,909	53 Added 0.66%	8,060 $708,000
Q1 2024 Apr 15, 2024	SELL	$76.16 - $84.52 $14,241 - $15,805	-187 Reduced 2.28%	8,007 $676,000
Q4 2023 Jan 30, 2024	SELL	$70.39 - $82.51 $11,543 - $13,531	-164 Reduced 1.96%	8,194 $654,000
Q3 2023 Nov 13, 2023	BUY	$73.46 - $85.26 $613,978 - $712,603	8,358 New	8,358 $614,000

Others Institutions Holding IDU

# of Institutions

299

Shares Held

6.72M

Call Options Held

Put Options Held

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

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