Laidlaw Wealth Management LLC Ishares Tr Genomics Immunology Transaction History

Laidlaw Wealth Management LLC

  • $170 Million
  • Q1 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Tr Genomics Immunology stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 20,949 shares of IDNA stock, worth $478,894. This represents 0.3% of its overall portfolio holdings.

Number of Shares
20,949
Previous 14,626 43.23%
Holding current value
$478,894
Previous $336,000 50.0%
% of portfolio
0.3%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$22.28 - $25.2 $140,876 - $159,339
6,323 Added 43.23%
20,949 $504,000
Q4 2023

Feb 12, 2024
SELL
$17.37 - $23.3 $162,600 - $218,111
-9,361 Reduced 39.03%
14,626 $336,000
Q3 2023

Nov 13, 2023
SELL
$20.35 - $24.44 $44,118 - $52,985
-2,168 Reduced 8.29%
23,987 $488,000
Q2 2023

Aug 11, 2023
BUY
$23.05 - $25.1 $45,639 - $49,698
1,980 Added 8.19%
26,155 $610,000
Q1 2023

May 12, 2023
BUY
$22.48 - $27.9 $78,073 - $96,896
3,473 Added 16.78%
24,175 $562,000
Q4 2022

Feb 14, 2023
BUY
$24.22 - $29.01 $501,402 - $600,565
20,702 New
20,702 $521,000

Others Institutions Holding IDNA

# of Institutions
66
Shares Held
1.84M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GENOMICS IMMUNOLOGY

IDNA Quotes by TradingView
  • Ticker IDNA
  • Sector ETFs
  • Industry ETFs
More about IDNA
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