Laurel Wealth Planning LLC Ishares Core S&P Total U.S. St Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	SELL	$79.44 - $90.48 $19,303 - $21,986	-243 Reduced 13.81%	1,516 $128,000
Q3 2022 Nov 02, 2022	SELL	$79.54 - $95.9 $48,678 - $58,690	-612 Reduced 25.81%	1,759 $140,000
Q2 2022 Aug 09, 2022	SELL	$80.96 - $102.19 $64,282 - $81,138	-794 Reduced 25.09%	2,371 $199,000
Q1 2022 Apr 28, 2022	SELL	$93.09 - $107.63 $139,635 - $161,445	-1,500 Reduced 32.15%	3,165 $319,000
Q4 2021 Feb 01, 2022	SELL	$98.24 - $107.61 $481,965 - $527,934	-4,906 Reduced 51.26%	4,665 $499,000
Q3 2021 Nov 12, 2021	SELL	$97.33 - $103.96 $165,071 - $176,316	-1,696 Reduced 15.05%	9,571 $942,000
Q2 2021 Aug 09, 2021	SELL	$92.76 - $98.86 $525,670 - $560,239	-5,667 Reduced 33.47%	11,267 $1.11 Million
Q1 2021 May 06, 2021	SELL	$85.12 - $92.58 $146,321 - $159,145	-1,719 Reduced 9.22%	16,934 $1.55 Million
Q4 2020 Feb 08, 2021	BUY	$74.05 - $86.22 $1.38 Million - $1.61 Million	18,653 New	18,653 $1.61 Million

Others Institutions Holding ITOT

# of Institutions

1,378

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

About ISHARES CORE S&P TOTAL U.S. ST

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