Laidlaw Wealth Management LLC Ishares Tr Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$59.72 - $65.1 $469,100 - $511,360	-7,855 Reduced 35.74%	14,121 $847,000
Q2 2023 Aug 11, 2023	SELL	$60.88 - $63.83 $67,942 - $71,234	-1,116 Reduced 4.83%	21,976 $1.38 Million
Q1 2023 May 12, 2023	SELL	$58.3 - $63.56 $181,487 - $197,862	-3,113 Reduced 11.88%	23,092 $1.43 Million
Q4 2022 Feb 14, 2023	BUY	$50.56 - $60.03 $13,752 - $16,328	272 Added 1.05%	26,205 $1.52 Million
Q3 2022 Nov 14, 2022	SELL	$50.92 - $60.43 $6,059 - $7,191	-119 Reduced 0.46%	25,933 $1.32 Million
Q2 2022 Aug 12, 2022	SELL	$56.25 - $67.81 $12,431 - $14,986	-221 Reduced 0.84%	26,052 $1.49 Million
Q1 2022 May 12, 2022	BUY	$61.54 - $72.2 $41,354 - $48,518	672 Added 2.62%	26,273 $1.75 Million
Q4 2021 Feb 14, 2022	BUY	$68.64 - $74.15 $55,392 - $59,839	807 Added 3.25%	25,601 $1.82 Million
Q3 2021 Nov 12, 2021	BUY	$70.98 - $74.79 $83,046 - $87,504	1,170 Added 4.95%	24,794 $1.76 Million
Q2 2021 Aug 13, 2021	BUY	$71.2 - $75.53 $124,528 - $132,101	1,749 Added 8.0%	23,624 $1.73 Million
Q1 2021 May 17, 2021	BUY	$67.31 - $72.38 $456,765 - $491,170	6,786 Added 44.97%	21,875 $1.54 Million
Q4 2020 Feb 16, 2021	BUY	$57.1 - $67.59 $861,581 - $1.02 Million	15,089 New	15,089 $1.01 Million

Others Institutions Holding IXUS

# of Institutions

806

Shares Held

480M

Call Options Held

12K

Put Options Held

6.7K

About ISHARES TR

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