Laidlaw Wealth Management LLC Ishares Tr Core Intl Aggregate Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$48.84 - $52.28 $206,983 - $221,562	-4,238 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$51.9 - $54.31 $439,281 - $459,679	-8,464 Reduced 66.64%	4,238 $221,000
Q4 2021 Feb 14, 2022	BUY	$54.48 - $55.71 $9,969 - $10,194	183 Added 1.46%	12,702 $693,000
Q3 2021 Nov 12, 2021	BUY	$55.02 - $56.01 $5,502 - $5,601	100 Added 0.81%	12,519 $689,000
Q2 2021 Aug 13, 2021	BUY	$54.55 - $55.19 $100,208 - $101,384	1,837 Added 17.36%	12,419 $684,000
Q1 2021 May 17, 2021	BUY	$54.65 - $56.18 $114,054 - $117,247	2,087 Added 24.57%	10,582 $581,000
Q4 2020 Feb 16, 2021	BUY	$55.57 - $56.21 $472,067 - $477,503	8,495 New	8,495 $477,000
Q1 2020 May 15, 2020	SELL	$53.16 - $56.51 $243,313 - $258,646	-4,577 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$54.7 - $55.84 $250,361 - $255,579	4,577 New	4,577 $251,000

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

Call Options Held

0

Put Options Held

0

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