Laidlaw Wealth Management LLC Ishares Tr Transaction History

Laidlaw Wealth Management LLC

  • $268 Million
  • Q4 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 5,534 shares of IYF stock, worth $623,017. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,534
Previous 5,636 1.81%
Holding current value
$623,017
Previous $585,000 4.44%
% of portfolio
0.23%
Previous 0.31%

Shares

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

Jan 31, 2025
SELL
$102.7 - $119.05 $10,475 - $12,143
-102 Reduced 1.81%
5,534 $611,000
Q3 2024

Nov 12, 2024
SELL
$93.83 - $105.05 $33,684 - $37,712
-359 Reduced 5.99%
5,636 $585,000
Q2 2024

Aug 01, 2024
SELL
$89.39 - $96.85 $12,603 - $13,655
-141 Reduced 2.3%
5,995 $566,000
Q1 2024

May 15, 2024
BUY
$83.91 - $95.65 $160,352 - $182,787
1,911 Added 45.23%
6,136 $586,000
Q4 2023

Feb 12, 2024
BUY
$70.7 - $85.68 $6,292 - $7,625
89 Added 2.15%
4,225 $360,000
Q3 2023

Nov 13, 2023
SELL
$73.99 - $79.98 $319,932 - $345,833
-4,324 Reduced 51.11%
4,136 $309,000
Q2 2023

Aug 11, 2023
SELL
$68.91 - $74.74 $10,543 - $11,435
-153 Reduced 1.78%
8,460 $631,000
Q1 2023

May 12, 2023
SELL
$68.23 - $82.05 $117,628 - $141,454
-1,724 Reduced 16.68%
8,613 $612,000
Q4 2022

Feb 14, 2023
BUY
$67.64 - $80.38 $309,655 - $367,979
4,578 Added 79.49%
10,337 $780,000
Q3 2022

Nov 14, 2022
BUY
$67.55 - $79.83 $6,755 - $7,983
100 Added 1.77%
5,759 $389,000
Q2 2022

Aug 12, 2022
BUY
$67.96 - $84.37 $12,096 - $15,017
178 Added 3.25%
5,659 $396,000
Q1 2022

May 12, 2022
BUY
$78.62 - $91.32 $121,939 - $141,637
1,551 Added 39.47%
5,481 $463,000
Q4 2021

Feb 14, 2022
BUY
$83.02 - $90.24 $326,268 - $354,643
3,930 New
3,930 $341,000

Others Institutions Holding IYF

# of Institutions
460
Shares Held
19.8M
Call Options Held
28.3K
Put Options Held
35.3K
View Full List

About ISHARES TR

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