Laurel Wealth Planning LLC Ishares Tr Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 3,065 shares of IYY stock, worth $434,954. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,065

Holding current value

$434,954

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$125.77 - $139.59 $385,485 - $427,843	3,065 New	3,065 $428,000

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.49M

Call Options Held

6.6K

Put Options Held

Morgan Stanley New York, NY

469K
Shares

$66.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$47.6 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$23.8 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$22.9 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$18.8 Million
14.3% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

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Laurel Wealth Planning LLC Ishares Tr Transaction History