Laidlaw Wealth Management LLC Ishares Tr Transaction History

Laidlaw Wealth Management LLC

$170 Million
Q1 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 6,136 shares of IYF stock, worth $586,969. This represents 0.34% of its overall portfolio holdings.

Number of Shares

6,136

Previous 4,225 45.23%

Holding current value

$586,969

Previous $360,000 62.78%

% of portfolio

0.34%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$83.91 - $95.65 $160,352 - $182,787	1,911 Added 45.23%	6,136 $586,000
Q4 2023 Feb 12, 2024	BUY	$70.7 - $85.68 $6,292 - $7,625	89 Added 2.15%	4,225 $360,000
Q3 2023 Nov 13, 2023	SELL	$73.99 - $79.98 $319,932 - $345,833	-4,324 Reduced 51.11%	4,136 $309,000
Q2 2023 Aug 11, 2023	SELL	$68.91 - $74.74 $10,543 - $11,435	-153 Reduced 1.78%	8,460 $631,000
Q1 2023 May 12, 2023	SELL	$68.23 - $82.05 $117,628 - $141,454	-1,724 Reduced 16.68%	8,613 $612,000

Q4 2022 Feb 14, 2023	BUY	$73.74 - $80.38 $337,581 - $367,979	4,578 Added 79.49%	10,337 $780,000
Q3 2022 Nov 14, 2022	BUY	N/A	100 Added 1.77%	5,759 $389,000
Q2 2022 Aug 12, 2022	BUY	N/A	178 Added 3.25%	5,659 $396,000
Q1 2022 May 12, 2022	BUY	N/A	1,551 Added 39.47%	5,481 $463,000
Q4 2021 Feb 14, 2022	BUY	N/A	3,930 New	3,930 $341,000

Others Institutions Holding IYF

# of Institutions

370

Shares Held

15.8M

Call Options Held

8.4K

Put Options Held

12.9K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

More about IYF

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Laidlaw Wealth Management LLC Ishares Tr Transaction History