Beaird Harris Wealth Management, LLC Ishares Tr Transaction History

Beaird Harris Wealth Management, LLC

$1.01 Billion
Q2 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 202 shares of IAT stock, worth $11,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares

202

Previous 200 1.0%

Holding current value

$11,006

Previous $8,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$39.17 - $43.65 $78 - $87	2 Added 1.0%	202 $8,000
Q1 2024 May 15, 2024	BUY	$39.12 - $43.38 $39 - $43	1 Added 0.5%	200 $8,000
Q4 2023 Feb 27, 2024	BUY	$30.98 - $43.2 $185 - $259	6 Added 3.11%	199 $8,000
Q2 2023 Jul 26, 2023	BUY	$29.75 - $36.65 $29 - $36	1 Added 0.52%	193 $6,000
Q1 2023 Apr 24, 2023	BUY	$33.67 - $53.61 $4,074 - $6,486	121 Added 170.42%	192 $6,000
Q4 2022 Feb 14, 2023	BUY	$45.73 - $51.98 $45 - $51	1 Added 1.43%	71 $3,000
Q3 2022 Nov 02, 2022	BUY	$47.63 - $56.65 $3,334 - $3,965	70 New	70 $3,000
Q2 2022 Aug 12, 2022	SELL	$47.91 - $57.96 $3,305 - $3,999	-69 Closed	0 $0
Q4 2021 May 17, 2022	BUY	$58.66 - $66.11 $4,047 - $4,561	69 New	69 $4,000

Others Institutions Holding IAT

# of Institutions

175

Shares Held

4.99M

Call Options Held

149K

Put Options Held

240K

View Full List

About ISHARES TR

Ticker IAT
Sector ETFs
Industry ETFs

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Beaird Harris Wealth Management, LLC Ishares Tr Transaction History