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 1,115 shares of IDV stock, worth $31,521. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,115
Previous 1,383 19.38%
Holding current value
$31,521
Previous $38,000 21.05%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$26.94 - $30.1 $7,219 - $8,066
-268 Reduced 19.38%
1,115 $30,000
Q1 2024

May 15, 2024
BUY
$26.95 - $28.13 $673 - $703
25 Added 1.84%
1,383 $38,000
Q4 2023

Feb 27, 2024
SELL
$24.46 - $28.13 $7,068 - $8,129
-289 Reduced 17.55%
1,358 $38,000
Q3 2023

Nov 15, 2023
SELL
$25.3 - $27.59 $8,273 - $9,021
-327 Reduced 16.57%
1,647 $41,000
Q2 2023

Jul 26, 2023
SELL
$25.86 - $28.52 $15,128 - $16,684
-585 Reduced 22.86%
1,974 $51,000
Q1 2023

Apr 24, 2023
BUY
$26.54 - $29.5 $8,864 - $9,853
334 Added 15.01%
2,559 $70,000
Q4 2022

Feb 14, 2023
SELL
$22.26 - $27.56 $51,732 - $64,049
-2,324 Reduced 51.09%
2,225 $60,000
Q3 2022

Nov 02, 2022
BUY
$22.53 - $28.47 $2,590 - $3,274
115 Added 2.59%
4,549 $102,000
Q2 2022

Aug 12, 2022
SELL
$26.84 - $32.0 $1,637 - $1,952
-61 Reduced 1.36%
4,434 $120,000
Q1 2022

May 27, 2022
BUY
$29.99 - $33.33 $179 - $199
6 Added 0.13%
4,495 $143,000
Q4 2021

May 17, 2022
BUY
$29.77 - $31.71 $133,637 - $142,346
4,489 New
4,489 $140,000

Others Institutions Holding IDV

# of Institutions
478
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

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