Laidlaw Wealth Management LLC Ishares U.S. Consumer Staples Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 3,497 shares of IYK stock, worth $240,208. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,497
Previous 4,823 27.49%
Holding current value
$240,208
Previous $317,000 22.4%
% of portfolio
0.13%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$65.27 - $72.12 $86,548 - $95,631
-1,326 Reduced 27.49%
3,497 $246,000
Q2 2024

Aug 01, 2024
BUY
$64.04 - $68.25 $896 - $955
14 Added 0.29%
4,823 $317,000
Q1 2024

May 15, 2024
BUY
$65.5 - $197.39 $209,993 - $632,832
3,206 Added 200.0%
4,809 $325,000
Q4 2023

Feb 12, 2024
SELL
$178.71 - $194.11 $95,431 - $103,654
-534 Reduced 24.99%
1,603 $307,000
Q3 2023

Nov 13, 2023
SELL
$186.51 - $205.29 $36,742 - $40,442
-197 Reduced 8.44%
2,137 $398,000
Q2 2023

Aug 11, 2023
SELL
$194.31 - $207.61 $36,530 - $39,030
-188 Reduced 7.45%
2,334 $467,000
Q1 2023

May 12, 2023
SELL
$190.43 - $204.74 $158,628 - $170,548
-833 Reduced 24.83%
2,522 $502,000
Q4 2022

Feb 14, 2023
BUY
$59.77 - $210.04 $200,528 - $704,684
3,355 New
3,355 $680,000
Q1 2022

May 12, 2022
BUY
$189.45 - $204.68 $17,239 - $18,625
91 Added 6.56%
1,479 $296,000
Q4 2021

Feb 14, 2022
BUY
$179.86 - $200.18 $249,645 - $277,849
1,388 New
1,388 $278,000

Others Institutions Holding IYK

# of Institutions
242
Shares Held
36.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

IYK Quotes by TradingView
  • Ticker IYK
  • Sector ETFs
  • Industry ETFs
More about IYK
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