Laidlaw Wealth Management LLC Ishares Tr Transaction History

Laidlaw Wealth Management LLC

  • $172 Million
  • Q2 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 4,462 shares of IYJ stock, worth $595,320. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,462
Previous 4,453 0.2%
Holding current value
$595,320
Previous $559,000 4.83%
% of portfolio
0.31%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$119.1 - $125.05 $1,071 - $1,125
9 Added 0.2%
4,462 $532,000
Q4 2023

Feb 12, 2024
SELL
$95.31 - $114.66 $28,593 - $34,398
-300 Reduced 6.31%
4,453 $509,000
Q2 2023

Aug 11, 2023
SELL
$96.6 - $106.04 $772 - $848
-8 Reduced 0.17%
4,753 $504,000
Q1 2023

May 12, 2023
SELL
$95.26 - $104.26 $1,905 - $2,085
-20 Reduced 0.42%
4,761 $476,000
Q4 2022

Feb 14, 2023
BUY
$84.86 - $101.21 $405,715 - $483,885
4,781 New
4,781 $461,000
Q2 2022

Aug 12, 2022
BUY
$86.15 - $105.81 $373,374 - $458,580
4,334 New
4,334 $382,000

Others Institutions Holding IYJ

# of Institutions
312
Shares Held
6.59M
Call Options Held
4.9K
Put Options Held
8.2K
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
Track This Portfolio

Track Laidlaw Wealth Management LLC Portfolio

Follow Laidlaw Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laidlaw Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laidlaw Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email