Beverly Hills Private Wealth, LLC Ishares Trust Ishares Esg Awar Transaction History

Beverly Hills Private Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$89.99 - $105.25 $40,315 - $47,152	-448 Reduced 9.4%	4,317 $453 Million
Q3 2023 Nov 08, 2023	SELL	$93.48 - $100.86 $526,759 - $568,346	-5,635 Reduced 54.18%	4,765 $447 Million
Q2 2023 Aug 09, 2023	BUY	$88.97 - $97.46 $366,467 - $401,437	4,119 Added 65.58%	10,400 $1.02 Billion
Q1 2023 May 03, 2023	SELL	$84.05 - $92.64 $276,608 - $304,878	-3,291 Reduced 34.38%	6,281 $568 Million
Q4 2022 Feb 13, 2023	BUY	$79.22 - $90.53 $758,293 - $866,553	9,572 New	9,572 $811 Million

810

94.7M

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.