Laidlaw Wealth Management LLC Ishares Tr Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$80.51 - $86.54 $9,580 - $10,298	119 Added 1.27%	9,486 $820,000
Q1 2023 May 12, 2023	SELL	$78.73 - $95.24 $24,721 - $29,905	-314 Reduced 3.24%	9,367 $795,000
Q4 2022 Feb 14, 2023	BUY	$76.97 - $89.17 $66,886 - $77,488	869 Added 9.86%	9,681 $815,000
Q3 2022 Nov 14, 2022	SELL	$80.64 - $103.19 $38,465 - $49,221	-477 Reduced 5.14%	8,812 $717,000
Q2 2022 Aug 12, 2022	SELL	$86.95 - $112.38 $124,947 - $161,490	-1,437 Reduced 13.4%	9,289 $854,000
Q1 2022 May 12, 2022	BUY	$99.21 - $115.26 $20,933 - $24,319	211 Added 2.01%	10,726 $1.16 Million
Q4 2021 Feb 14, 2022	BUY	$103.03 - $116.14 $1.08 Million - $1.22 Million	10,515 New	10,515 $1.22 Million
Q1 2021 May 17, 2021	SELL	$82.27 - $92.74 $681,031 - $767,701	-8,278 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$76.87 - $86.71 $636,329 - $717,785	8,278 New	8,278 $709,000

Others Institutions Holding IYR

# of Institutions

597

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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