Laurel Wealth Planning LLC Ishares Tr Transaction History

Laurel Wealth Planning LLC

  • $155 Million
  • Q4 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 2,854 shares of IYY stock, worth $427,386. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,854
Previous 3,065 6.88%
Holding current value
$427,386
Previous $428,000 4.67%
% of portfolio
0.26%
Previous 0.28%

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
279
Shares Held
3.9M
Call Options Held
5.6K
Put Options Held
100
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Laurel Wealth Planning LLC Portfolio

Follow Laurel Wealth Planning LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email