Laidlaw Wealth Management LLC Ishares S&P Midcap 400 Growth Transaction History

Laidlaw Wealth Management LLC

$170 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$66.9 - $72.95 $1,338 - $1,459	-20 Reduced 0.6%	3,298 $225,000
Q2 2022 Aug 12, 2022	BUY	N/A	3,318 New	3,318 $211,000

Others Institutions Holding IJK

# of Institutions

868

Shares Held

70.7M

Call Options Held

3.3K

Put Options Held

200

Wells Fargo & Company San Francisco, CA

7.26M
Shares

$633 Million
0.16% of portfolio
Morgan Stanley New York, NY

6.67M
Shares

$581 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.53M
Shares

$308 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

3.4M
Shares

$297 Million
0.06% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.88M
Shares

$251 Million
13.98% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

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