Laidlaw Wealth Management LLC Ishares Core Total Usd Bond Ma Transaction History

Laidlaw Wealth Management LLC

$170 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$45.12 - $46.45 $3,384 - $3,483	-75 Reduced 1.55%	4,764 $216,000
Q1 2023 May 12, 2023	SELL	$44.68 - $46.69 $97,179 - $101,550	-2,175 Reduced 31.01%	4,839 $223,000
Q3 2022 Nov 14, 2022	SELL	$44.92 - $48.01 $4,806 - $5,137	-107 Reduced 1.5%	7,014 $312,000
Q2 2022 Aug 12, 2022	SELL	$45.73 - $49.5 $23,688 - $25,641	-518 Reduced 6.78%	7,121 $333,000
Q1 2022 May 12, 2022	SELL	$49.13 - $52.58 $50,996 - $54,578	-1,038 Reduced 11.96%	7,639 $379,000

Q4 2021 Feb 14, 2022	SELL	$52.59 - $53.43 $4,996 - $5,075	-95 Reduced 1.08%	8,677 $459,000
Q3 2021 Nov 12, 2021	BUY	$53.21 - $53.97 $8,566 - $8,689	161 Added 1.87%	8,772 $467,000
Q2 2021 Aug 13, 2021	SELL	$52.74 - $53.49 $7,594 - $7,702	-144 Reduced 1.64%	8,611 $461,000
Q1 2021 May 17, 2021	BUY	$52.55 - $54.49 $177,146 - $183,685	3,371 Added 62.61%	8,755 $462,000
Q4 2020 Feb 16, 2021	BUY	$53.99 - $54.65 $290,682 - $294,235	5,384 New	5,384 $294,000

Others Institutions Holding IUSB

# of Institutions

663

Shares Held

605M

Call Options Held

700

Put Options Held

5.4K

About ISHARES CORE TOTAL USD BOND MA

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