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 8,148 shares of IYH stock, worth $493,687. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,148

Previous 7,933 2.71%

Holding current value

$493,687

Previous $515,000 7.96%

% of portfolio

0.18%

Previous 0.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$57.53 - $65.24 $12,368 - $14,026	215 Added 2.71%	8,148 $474,000
Q3 2024 Nov 12, 2024	SELL	$60.29 - $66.38 $1,929 - $2,124	-32 Reduced 0.4%	7,933 $515,000
Q1 2024 May 15, 2024	BUY	$60.83 - $309.78 $351,354 - $1.79 Million	5,776 Added 263.86%	7,965 $493,000
Q4 2023 Feb 12, 2024	BUY	$257.23 - $286.28 $136,331 - $151,728	530 Added 31.95%	2,189 $626,000
Q3 2023 Nov 13, 2023	SELL	$270.07 - $286.44 $40,240 - $42,679	-149 Reduced 8.24%	1,659 $448,000
Q2 2023 Aug 11, 2023	SELL	$267.13 - $285.74 $62,508 - $66,863	-234 Reduced 11.46%	1,808 $506,000
Q1 2023 May 12, 2023	SELL	$260.66 - $283.72 $272,129 - $296,203	-1,044 Reduced 33.83%	2,042 $557,000
Q4 2022 Feb 14, 2023	BUY	$50.9 - $291.18 $61,029 - $349,124	1,199 Added 63.54%	3,086 $875,000
Q3 2022 Nov 14, 2022	SELL	$50.54 - $281.89 $2,122 - $11,839	-42 Reduced 2.18%	1,887 $477,000
Q2 2022 Aug 12, 2022	BUY	$249.77 - $300.0 $92,664 - $111,300	371 Added 23.81%	1,929 $519,000
Q4 2021 Feb 14, 2022	BUY	$271.82 - $301.88 $423,495 - $470,329	1,558 New	1,558 $468,000
Q1 2020 May 15, 2020	SELL	$158.63 - $221.56 $398,954 - $557,223	-2,515 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$184.36 - $217.02 $463,665 - $545,805	2,515 New	2,515 $543,000

Others Institutions Holding IYH

# of Institutions

551

Shares Held

24.3M

Call Options Held

5.3K

Put Options Held

500

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Laidlaw Wealth Management LLC Ishares Tr Transaction History