A detailed history of Laurel Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 5,313 shares of IYE stock, worth $267,297. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,313
Previous 5,540 4.1%
Holding current value
$267,297
Previous $218,000 13.3%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$41.43 - $50.5 $9,404 - $11,463
-227 Reduced 4.1%
5,313 $247,000
Q3 2022

Nov 14, 2022

SELL
$36.07 - $45.64 $109,219 - $138,197
-3,028 Reduced 35.34%
5,540 $218,000
Q2 2022

Aug 12, 2022

SELL
$37.64 - $48.83 $251,284 - $325,989
-6,676 Reduced 43.79%
8,568 $327,000
Q1 2022

May 13, 2022

BUY
$31.0 - $42.12 $194,959 - $264,892
6,289 Added 70.23%
15,244 $623,000
Q4 2021

Feb 14, 2022

BUY
$28.79 - $32.36 $257,814 - $289,783
8,955 New
8,955 $270,000
Q3 2021

Nov 12, 2021

SELL
$24.81 - $29.6 $186,372 - $222,355
-7,512 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
$25.2 - $30.0 $189,302 - $225,360
7,512 New
7,512 $218,000

Others Institutions Holding IYE

About ISHARES TR


  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
Track This Portfolio

Track Laurel Wealth Advisors, Inc. Portfolio

Follow Laurel Wealth Advisors, Inc. 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 Laurel Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors, Inc. with notifications on news.