Laidlaw Wealth Management LLC Ishares Dj Us Tech ETF Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 22,403 shares of IYW stock, worth $3.54 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

22,403

Previous 22,637 1.03%

Holding current value

$3.54 Million

Previous $3.41 Million 0.29%

% of portfolio

1.8%

Previous 1.98%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$133.16 - $158.73 $31,159 - $37,142	-234 Reduced 1.03%	22,403 $3.4 Million
Q2 2024 Aug 01, 2024	SELL	$124.75 - $153.46 $63,872 - $78,571	-512 Reduced 2.21%	22,637 $3.41 Million
Q1 2024 May 15, 2024	SELL	$117.5 - $136.59 $15,040 - $17,483	-128 Reduced 0.55%	23,149 $3.13 Million
Q4 2023 Feb 12, 2024	BUY	$101.31 - $123.31 $810 - $986	8 Added 0.03%	23,277 $2.86 Million
Q3 2023 Nov 13, 2023	SELL	$103.39 - $113.67 $748,957 - $823,425	-7,244 Reduced 23.74%	23,269 $2.44 Million
Q2 2023 Aug 11, 2023	SELL	$88.68 - $109.37 $95,685 - $118,010	-1,079 Reduced 3.42%	30,513 $3.32 Million
Q1 2023 May 12, 2023	BUY	$72.54 - $92.81 $19,658 - $25,151	271 Added 0.87%	31,592 $2.93 Million
Q4 2022 Feb 14, 2023	BUY	$71.52 - $81.72 $1.77 Million - $2.02 Million	24,708 Added 373.63%	31,321 $2.33 Million
Q3 2022 Nov 14, 2022	SELL	$73.37 - $94.5 $464,872 - $598,752	-6,336 Reduced 48.93%	6,613 $485,000
Q2 2022 Aug 12, 2022	SELL	$77.53 - $105.04 $636,986 - $863,008	-8,216 Reduced 38.82%	12,949 $1.04 Million
Q1 2022 May 12, 2022	SELL	$90.78 - $115.41 $823,283 - $1.05 Million	-9,069 Reduced 30.0%	21,165 $2.18 Million
Q4 2021 Feb 14, 2022	BUY	$100.11 - $117.09 $3.03 Million - $3.54 Million	30,234 New	30,234 $3.47 Million
Q1 2021 May 17, 2021	SELL	$82.45 - $93.1 $3.81 Million - $4.3 Million	-46,179 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$73.15 - $85.83 $3.32 Million - $3.89 Million	45,319 Added 5269.65%	46,179 $3.93 Million
Q3 2020 Nov 16, 2020	BUY	$67.71 - $82.47 $58,230 - $70,924	860 New	860 $259,000

Others Institutions Holding IYW

# of Institutions

1,147

Shares Held

84.1M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Laidlaw Wealth Management LLC Ishares Dj Us Tech ETF Transaction History