Laidlaw Wealth Management LLC Ishares Tr Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 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 4,564 shares of IYJ stock, worth $638,686. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,564
Previous 4,462 2.29%
Holding current value
$638,686
Previous $532,000 14.66%
% of portfolio
0.32%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
320
Shares Held
6.28M
Call Options Held
29.4K
Put Options Held
0
View Full List

About ISHARES TR

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