Laurel Wealth Advisors LLC Ishares Tr Transaction History

Laurel Wealth Advisors LLC

$6.97 Billion
Q2 2025

A detailed history of Laurel Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 19,602 shares of IYM stock, worth $2.81 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

19,602

Previous 140 13901.43%

Holding current value

$2.81 Million

Previous $18,000 677.78%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$116.16 - $140.01 $2.26 Million - $2.72 Million	19,462 Added 13901.43%	19,602 $140,000
Q4 2024 Jan 14, 2025	BUY	$129.15 - $153.25 $5,166 - $6,130	40 Added 40.0%	140 $18,000
Q1 2024 May 13, 2024	SELL	$130.2 - $147.73 $9,374 - $10,636	-72 Reduced 41.86%	100 $14,000
Q4 2023 Feb 13, 2024	SELL	$119.29 - $139.6 $23,858 - $27,920	-200 Reduced 53.76%	172 $23,000
Q2 2023 Aug 14, 2023	BUY	$120.69 - $133.93 $120 - $133	1 Added 0.27%	372 $49,000
Q1 2023 May 08, 2023	BUY	$124.32 - $140.43 $24,864 - $28,086	200 Added 116.96%	371 $49,000
Q4 2022 Feb 07, 2023	BUY	$109.29 - $133.88 $109 - $133	1 Added 0.59%	171 $21,000
Q2 2022 Aug 12, 2022	BUY	$117.72 - $154.02 $117 - $154	1 Added 0.59%	170 $20,000
Q3 2021 Nov 12, 2021	BUY	$122.85 - $135.99 $8,476 - $9,383	69 Added 69.0%	169 $21,000
Q4 2018 Feb 08, 2019	BUY	$78.95 - $99.65 $7,895 - $9,965	100 New	100 $8,000

Others Institutions Holding IYM

# of Institutions

217

Shares Held

2.65M

Call Options Held

8.6K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Advisors LLC with notifications on news.

Account

Laurel Wealth Advisors LLC Ishares Tr Transaction History