Laurel Wealth Advisors LLC Ishares Tr Transaction History

Laurel Wealth Advisors LLC

$631 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	BUY	$55.06 - $66.77 $5,946 - $7,211	108 Added 100.0%	216 $14,000
Q4 2018 Feb 08, 2019	BUY	N/A	108 New	108 $11,000

Others Institutions Holding IYF

# of Institutions

388

Shares Held

15.3M

Call Options Held

10.6K

Put Options Held

500

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.05M
Shares

$215 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.64M
Shares

$172 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.25M
Shares

$131 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$125 Million
1.81% of portfolio
Goldman Sachs Group Inc New York, NY

675K
Shares

$70.7 Million
0.01% of portfolio

About ISHARES TR

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