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 $505,909. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,148
Previous 7,933 2.71%
Holding current value
$505,909
Previous $515,000 7.96%
% of portfolio
0.18%
Previous 0.27%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
536
Shares Held
23.3M
Call Options Held
25.8K
Put Options Held
500
View Full List

About ISHARES TR

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