Laurel Wealth Planning LLC Ishares Tr Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	BUY	$52.35 - $63.65 $200,709 - $244,034	3,834 Added 815.74%	4,304 $265,000
Q2 2022 Aug 09, 2022	SELL	$57.91 - $70.46 $17,894 - $21,772	-309 Reduced 39.67%	470 $28,000
Q1 2022 Apr 28, 2022	BUY	$63.26 - $75.48 $19,547 - $23,323	309 Added 65.74%	779 $54,000
Q4 2021 Feb 01, 2022	SELL	$72.36 - $77.76 $9,696 - $10,419	-134 Reduced 22.19%	470 $35,000
Q3 2021 Nov 12, 2021	BUY	$72.98 - $78.2 $29,556 - $31,671	405 Added 203.52%	604 $45,000
Q2 2021 Aug 09, 2021	SELL	$73.11 - $77.88 $8,042 - $8,566	-110 Reduced 35.6%	199 $15,000
Q1 2021 May 06, 2021	SELL	$68.58 - $73.12 $35,867 - $38,241	-523 Reduced 62.86%	309 $22,000
Q4 2020 Feb 08, 2021	BUY	$58.13 - $69.71 $48,364 - $57,998	832 New	832 $57,000

Others Institutions Holding IEFA

# of Institutions

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

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