Prudential Financial
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Prudential Financial’s iShares US Utilities ETF IDU Stock Holding History

Prudential Financial’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-24,047
Closed -$1.97M – 2639
2023
Q2 		$1.97M Sell
24,047
-9,239
-28% -$769K ﹤0.01% 1421
2023
Q1 		$2.92M Buy
33,286
+3,563
+12% +$297K ﹤0.01% 1107
2022
Q4 		$2.57M Sell
29,723
-44,310
-60% -$3.72M ﹤0.01% 1178
2022
Q3 		$6.11M Sell
74,033
-393,665
-84% -$35.4M 0.01% 818
2022
Q2 		$39.6M Buy
467,698
+13,189
+3% +$1.17M 0.06% 297
2022
Q1 		$41.4M Buy
454,509
+394,252
+654% +$33.5M 0.05% 316
2021
Q4 		$5.26M Buy
60,257
+48,573
+416% +$4.06M 0.01% 1002
2021
Q3 		$955K Buy
11,684
+588
+5% +$48.5K ﹤0.01% 1832
2021
Q2 		$871K Buy
11,096
+596
+6% +$48.3K ﹤0.01% 1894
2021
Q1 		$835K Buy
10,500
+1,083
+12% +$83.4K ﹤0.01% 1928
2020
Q4 		$731K Buy
9,417
+773
+9% +$60.2K ﹤0.01% 1899
2020
Q3 		$631K Buy
8,644
+436
+5% +$32K ﹤0.01% 1864
2020
Q2 		$575K Buy
8,208
+264
+3% +$18.9K ﹤0.01% 1864
2020
Q1 		$548K Buy
7,944
+2,930
+58% +$234K ﹤0.01% 1880
2019
Q4 		$406K Sell
5,014
-242
-5% -$19.3K ﹤0.01% 2123
2019
Q3 		$428K Sell
5,256
-246
-4% -$19.1K ﹤0.01% 2097
2019
Q2 		$415K Sell
5,502
-180
-3% -$13.4K ﹤0.01% 2144
2019
Q1 		$419K Buy
+5,682
New +$401K ﹤0.01% 2136

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prudential Financial's IDU Position: Q3 2023 in Review

Prudential Financial sold out of iShares US Utilities ETF (IDU) in Q3 2023, closing a stake of 24,047 shares — an estimated $1.97M sold.

Prudential Financial first reported a position in IDU in Q1 2019 and held it in 18 quarters. The position peaked at $41.4M in Q1 2022. 201 funds tracked by Wall St. Rank hold IDU as of Q3 2023.

  • Prudential Financial reported no remaining iShares US Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Prudential Financial sold 24,047 iShares US Utilities ETF shares in Q3 2023, an estimated $1.97M.
  • Prudential Financial first reported a position in iShares US Utilities ETF in Q1 2019 and held it in 18 quarters.
  • Prudential Financial's iShares US Utilities ETF position peaked at $41.4M in Q1 2022.
  • 201 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q3 2023.

Based on Prudential Financial's 13F filing for Q3 2023, filed 13 Nov 2023.