Laurel Wealth Planning LLC Ishares Tr Transaction History

Laurel Wealth Planning LLC

  • $180 Million
  • Q3 2025

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 2,854 shares of IYY stock, worth $466,029. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,854
Previous 2,854 -0.0%
Holding current value
$466,029
Previous $430,000 7.67%
% of portfolio
0.26%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$138.14 - $149.13 $29,147 - $31,466
-211 Reduced 6.88%
2,854 $408,000
Q3 2024

Oct 28, 2024
BUY
$125.77 - $139.59 $385,485 - $427,843
3,065 New
3,065 $428,000

Others Institutions Holding IYY

# of Institutions
292
Shares Held
3.74M
Call Options Held
6K
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
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