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 4,526 shares of IYJ stock, worth $584,216. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,526

Previous 4,564 0.83%

Holding current value

$584,216

Previous $610,000 0.98%

% of portfolio

0.23%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$132.97 - $143.93 $5,052 - $5,469	-38 Reduced 0.83%	4,526 $604,000
Q3 2024 Nov 12, 2024	BUY	$118.32 - $133.67 $12,068 - $13,634	102 Added 2.29%	4,564 $610,000
Q2 2024 Aug 01, 2024	BUY	$119.1 - $125.05 $1,071 - $1,125	9 Added 0.2%	4,462 $532,000
Q4 2023 Feb 12, 2024	SELL	$95.31 - $114.66 $28,593 - $34,398	-300 Reduced 6.31%	4,453 $509,000
Q2 2023 Aug 11, 2023	SELL	$96.6 - $106.04 $772 - $848	-8 Reduced 0.17%	4,753 $504,000
Q1 2023 May 12, 2023	SELL	$95.26 - $104.26 $1,905 - $2,085	-20 Reduced 0.42%	4,761 $476,000
Q4 2022 Feb 14, 2023	BUY	$84.86 - $101.21 $405,715 - $483,885	4,781 New	4,781 $461,000
Q2 2022 Aug 12, 2022	BUY	$86.15 - $105.81 $373,374 - $458,580	4,334 New	4,334 $382,000

Others Institutions Holding IYJ

# of Institutions

339

Shares Held

6.6M

Call Options Held

35.9K

Put Options Held

11.8K

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

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Laidlaw Wealth Management LLC Ishares Tr Transaction History