Laidlaw Wealth Management LLC Ishares Tr Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$64.04 - $69.58 $168,681 - $183,273	-2,634 Reduced 40.3%	3,902 $251,000
Q2 2023 Aug 11, 2023	SELL	$66.03 - $69.1 $33,213 - $34,757	-503 Reduced 7.15%	6,536 $441,000
Q1 2023 May 12, 2023	SELL	$62.17 - $67.7 $25,241 - $27,486	-406 Reduced 5.45%	7,039 $470,000
Q4 2022 Feb 14, 2023	SELL	$52.35 - $63.65 $17,432 - $21,195	-333 Reduced 4.28%	7,445 $458,000
Q3 2022 Nov 14, 2022	SELL	$52.32 - $63.1 $24,799 - $29,909	-474 Reduced 5.74%	7,778 $410,000
Q2 2022 Aug 12, 2022	BUY	$57.91 - $70.46 $1,216 - $1,479	21 Added 0.26%	8,252 $486,000
Q1 2022 May 12, 2022	SELL	$63.26 - $75.48 $56,744 - $67,705	-897 Reduced 9.83%	8,231 $572,000
Q4 2021 Feb 14, 2022	SELL	$72.36 - $77.76 $62,591 - $67,262	-865 Reduced 8.66%	9,128 $681,000
Q3 2021 Nov 12, 2021	SELL	$72.98 - $78.2 $387,377 - $415,085	-5,308 Reduced 34.69%	9,993 $742,000
Q2 2021 Aug 13, 2021	SELL	$73.11 - $77.88 $107,544 - $114,561	-1,471 Reduced 8.77%	15,301 $1.15 Million
Q1 2021 May 17, 2021	SELL	$68.58 - $73.12 $176,867 - $188,576	-2,579 Reduced 13.33%	16,772 $1.21 Million
Q4 2020 Feb 16, 2021	SELL	$58.13 - $69.71 $33,657 - $40,362	-579 Reduced 2.91%	19,351 $1.34 Million
Q3 2020 Nov 16, 2020	BUY	$57.43 - $62.28 $76,152 - $82,583	1,326 Added 7.13%	19,930 $1.2 Million
Q2 2020 Aug 19, 2020	SELL	$47.43 - $60.75 $49.6 Million - $63.5 Million	-1,044,804 Reduced 98.25%	18,604 $1.06 Million
Q2 2020 Aug 13, 2020	BUY	$47.43 - $60.75 $49.5 Million - $63.4 Million	1,043,738 Added 5306.24%	1,063,408 $19,000
Q1 2020 May 15, 2020	SELL	$43.31 - $66.12 $146,431 - $223,551	-3,381 Reduced 14.67%	19,670 $981,000
Q4 2019 Feb 14, 2020	BUY	$59.36 - $65.51 $1.37 Million - $1.51 Million	23,051 New	23,051 $1.5 Million

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

Track This Portfolio

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.