Laidlaw Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 1,627 shares of ITOT stock, worth $198,851. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,627

Holding current value

$198,851

% of portfolio

0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$124.26 - $134.12 $202,171 - $218,213	1,627 New	1,627 $209,000
Q2 2023 Aug 11, 2023	SELL	$89.03 - $97.84 $2,848 - $3,130	-32 Reduced 0.34%	9,317 $911,000
Q1 2023 May 12, 2023	SELL	$84.12 - $93.15 $382,661 - $423,739	-4,549 Reduced 32.73%	9,349 $846,000
Q1 2022 May 12, 2022	BUY	$93.09 - $107.63 $8,564 - $9,901	92 Added 0.67%	13,898 $1.4 Million
Q4 2021 Feb 14, 2022	BUY	$98.24 - $107.61 $1.36 Million - $1.49 Million	13,806 New	13,806 $1.48 Million
Q1 2021 May 17, 2021	SELL	$85.12 - $92.58 $940,235 - $1.02 Million	-11,046 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$74.05 - $86.22 $817,956 - $952,386	11,046 New	11,046 $952,000

Others Institutions Holding ITOT

# of Institutions

1,541

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Laidlaw Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History