Beaird Harris Wealth Management, LLC Ishares Tr Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 642 shares of DVY stock, worth $88,660. This represents 0.01% of its overall portfolio holdings.

Number of Shares
642
Previous 117 448.72%
Holding current value
$88,660
Previous $15,000 460.0%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$129.55 - $143.41 $68,013 - $75,290
525 Added 448.72%
642 $84,000
Q2 2024

Aug 15, 2024
SELL
$115.73 - $125.75 $15,970 - $17,353
-138 Reduced 54.12%
117 $14,000
Q2 2022

Aug 12, 2022
BUY
$113.21 - $132.14 $17,547 - $20,481
155 Added 155.0%
255 $30,000
Q4 2021

May 17, 2022
BUY
$114.37 - $122.59 $11,437 - $12,259
100 New
100 $8,000

Others Institutions Holding DVY

# of Institutions
1,445
Shares Held
95M
Call Options Held
1.8M
Put Options Held
161K
View Full List

About ISHARES TR

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