A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Global Industrials ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 4,445 shares of EXI stock, worth $655,459. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,445
Previous 4,445 -0.0%
Holding current value
$655,459
Previous $600,000 10.17%
% of portfolio
0.35%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$133.2 - $141.31 $129,203 - $137,070
-970 Reduced 17.91%
4,445 $600,000
Q4 2023

Feb 12, 2024

SELL
$106.65 - $127.47 $10,771 - $12,874
-101 Reduced 1.83%
5,415 $690,000
Q2 2023

Aug 11, 2023

SELL
$111.18 - $120.25 $22,569 - $24,410
-203 Reduced 3.55%
5,516 $663,000
Q4 2022

Feb 14, 2023

BUY
$91.26 - $111.01 $521,915 - $634,866
5,719 New
5,719 $609,000
Q4 2021

Feb 14, 2022

BUY
$116.75 - $125.59 $709,489 - $763,210
6,077 New
6,077 $750,000
Q1 2021

May 17, 2021

SELL
$103.74 - $116.07 $625,759 - $700,134
-6,032 Closed
0 $0
Q3 2020

Nov 16, 2020

SELL
$82.58 - $95.82 $1,486 - $1,724
-18 Reduced 0.3%
6,032 $562,000
Q2 2020

Aug 19, 2020

SELL
$67.12 - $90.98 $33.5 Million - $45.4 Million
-498,641 Reduced 98.8%
6,050 $505,000
Q2 2020

Aug 13, 2020

BUY
$67.12 - $90.98 $33.4 Million - $45.3 Million
498,352 Added 7861.68%
504,691 $6,000
Q1 2020

May 15, 2020

BUY
$60.44 - $100.0 $383,129 - $633,900
6,339 New
6,339 $450,000

Others Institutions Holding EXI

About ISHARES GLOBAL INDUSTRIALS ETF


  • Ticker EXI
  • Sector ETFs
  • Industry ETFs
More about EXI
Track This Portfolio

Track Laidlaw Wealth Management LLC Portfolio

Follow Laidlaw Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.