Laidlaw Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History

Laidlaw Wealth Management LLC

  • $172 Million
  • Q2 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
BUY
$48.08 - $48.64 $12,356 - $12,500
257 Added 0.99%
26,297 $1.27 Million
Q1 2023

May 12, 2023
BUY
$47.6 - $48.55 $8,472 - $8,641
178 Added 0.69%
26,040 $1.26 Million
Q4 2022

Feb 14, 2023
BUY
$46.96 - $48.14 $25,123 - $25,754
535 Added 2.11%
25,862 $1.24 Million
Q3 2022

Nov 14, 2022
SELL
$47.28 - $49.07 $163,352 - $169,536
-3,455 Reduced 12.0%
25,327 $1.2 Million
Q2 2022

Aug 12, 2022
SELL
$47.87 - $49.29 $68,214 - $70,238
-1,425 Reduced 4.72%
28,782 $1.4 Million
Q1 2022

May 12, 2022
SELL
$49.19 - $51.02 $33,596 - $34,846
-683 Reduced 2.21%
30,207 $1.49 Million
Q4 2021

Feb 14, 2022
BUY
$50.99 - $51.69 $81,023 - $82,135
1,589 Added 5.42%
30,890 $1.58 Million
Q3 2021

Nov 12, 2021
SELL
$51.65 - $51.91 $34,605 - $34,779
-670 Reduced 2.24%
29,301 $1.51 Million
Q2 2021

Aug 13, 2021
BUY
$51.69 - $51.96 $1.23 Million - $1.24 Million
23,852 Added 389.8%
29,971 $1.55 Million
Q1 2021

May 17, 2021
BUY
$51.61 - $52.18 $315,801 - $319,289
6,119 New
6,119 $317,000

Others Institutions Holding SLQD

# of Institutions
240
Shares Held
24.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

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