Laurel Wealth Advisors LLC Ishares Tr Transaction History

Laurel Wealth Advisors LLC

$626 Million
Q4 2024

A detailed history of Laurel Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 140 shares of IYM stock, worth $19,238. This represents 0.0% of its overall portfolio holdings.

Number of Shares

140

Previous 100 40.0%

Holding current value

$19,238

Previous $15,000 20.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$129.15 - $153.25 $5,166 - $6,130	40 Added 40.0%	140 $18,000
Q1 2024 May 13, 2024	SELL	$130.2 - $147.73 $9,374 - $10,636	-72 Reduced 41.86%	100 $14,000
Q4 2023 Feb 13, 2024	SELL	$119.29 - $139.6 $23,858 - $27,920	-200 Reduced 53.76%	172 $23,000
Q2 2023 Aug 14, 2023	BUY	$120.69 - $133.93 $120 - $133	1 Added 0.27%	372 $49,000
Q1 2023 May 08, 2023	BUY	$124.32 - $140.43 $24,864 - $28,086	200 Added 116.96%	371 $49,000
Q4 2022 Feb 07, 2023	BUY	$109.29 - $133.88 $109 - $133	1 Added 0.59%	171 $21,000
Q2 2022 Aug 12, 2022	BUY	$117.72 - $154.02 $117 - $154	1 Added 0.59%	170 $20,000
Q3 2021 Nov 12, 2021	BUY	$122.85 - $135.99 $8,476 - $9,383	69 Added 69.0%	169 $21,000
Q4 2018 Feb 08, 2019	BUY	$78.95 - $99.65 $7,895 - $9,965	100 New	100 $8,000

Others Institutions Holding IYM

# of Institutions

206

Shares Held

2.5M

Call Options Held

3.9K

Put Options Held

100

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Laurel Wealth Advisors LLC Ishares Tr Transaction History