Laidlaw Wealth Management LLC Ishares Tr Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$35.99 - $39.08 $53,877 - $58,502	-1,497 Reduced 7.43%	18,649 $728,000
Q1 2023 May 12, 2023	SELL	$35.21 - $39.8 $85,102 - $96,196	-2,417 Reduced 10.71%	20,146 $751,000
Q4 2022 Feb 14, 2023	SELL	$32.43 - $38.16 $34,343 - $40,411	-1,059 Reduced 4.48%	22,563 $818,000
Q3 2022 Nov 14, 2022	SELL	$32.24 - $39.24 $13,411 - $16,323	-416 Reduced 1.73%	23,622 $762,000
Q2 2022 Aug 12, 2022	SELL	$32.87 - $39.92 $46,675 - $56,686	-1,420 Reduced 5.58%	24,038 $818,000
Q1 2022 May 12, 2022	SELL	$35.39 - $39.47 $154,052 - $171,812	-4,353 Reduced 14.6%	25,458 $992,000
Q4 2021 Feb 14, 2022	BUY	$34.59 - $38.25 $80,110 - $88,587	2,316 Added 8.42%	29,811 $1.14 Million
Q3 2021 Nov 12, 2021	BUY	$33.99 - $36.93 $491,937 - $534,487	14,473 Added 111.14%	27,495 $937,000
Q2 2021 Aug 13, 2021	BUY	$34.54 - $36.88 $7,460 - $7,966	216 Added 1.69%	13,022 $460,000
Q1 2021 May 17, 2021	BUY	$29.45 - $34.94 $377,136 - $447,441	12,806 New	12,806 $444,000

Others Institutions Holding IFRA

# of Institutions

458

Shares Held

44.3M

Call Options Held

25.2K

Put Options Held

200

About ISHARES TR

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