Wealth Care Investment Partners, LLC Ishares Tr U S Utils ETF Transaction History

Wealth Care Investment Partners, LLC

  • $234 Million
  • Q1 2025

A detailed history of Wealth Care Investment Partners, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 13,942 shares of IDU stock, worth $1.4 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
13,942
Previous 7,668 81.82%
Holding current value
$1.4 Million
Previous $737,000 91.72%
% of portfolio
0.6%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$95.33 - $102.77 $598,100 - $644,778
6,274 Added 81.82%
13,942 $1.41 Million
Q4 2024

Feb 03, 2025
BUY
$94.65 - $105.73 $385,225 - $430,321
4,070 Added 113.12%
7,668 $737,000
Q3 2024

Oct 08, 2024
BUY
$87.2 - $102.21 $313,745 - $367,751
3,598 New
3,598 $367,000

Others Institutions Holding IDU

# of Institutions
294
Shares Held
6.52M
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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