Laurel Wealth Planning LLC Ishares Tr Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 3,065 shares of IYY stock, worth $447,765. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,065

Holding current value

$447,765

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

Morgan Stanley New York, NY

469K
Shares

$68.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.5 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.6 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.4 Million
14.3% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

Portfolio Update

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

News

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

Account

Laurel Wealth Planning LLC Ishares Tr Transaction History