A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 8,164 shares of IGSB stock, worth $424,936. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,164
Previous 8,157 0.09%
Holding current value
$424,936
Previous $418,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 15, 2024

BUY
$50.64 - $51.3 $354 - $359
7 Added 0.09%
8,164 $418,000
Q1 2024

May 15, 2024

BUY
$50.95 - $51.48 $203 - $205
4 Added 0.05%
8,157 $418,000
Q4 2023

Feb 27, 2024

BUY
$49.4 - $51.28 $444 - $461
9 Added 0.11%
8,153 $418,000
Q3 2023

Nov 15, 2023

SELL
$49.74 - $50.37 $646 - $654
-13 Reduced 0.16%
8,144 $405,000
Q2 2023

Jul 26, 2023

SELL
$50.02 - $50.76 $107,242 - $108,829
-2,144 Reduced 20.81%
8,157 $409,000
Q1 2023

Apr 24, 2023

SELL
$49.56 - $50.75 $1,635 - $1,674
-33 Reduced 0.32%
10,301 $520,000
Q4 2022

Feb 14, 2023

BUY
$48.63 - $50.19 $243 - $250
5 Added 0.05%
10,334 $514,000
Q3 2022

Nov 02, 2022

SELL
$49.08 - $51.27 $65,767 - $68,701
-1,340 Reduced 11.48%
10,329 $509,000
Q2 2022

Aug 12, 2022

BUY
$49.84 - $51.62 $8,622 - $8,930
173 Added 1.5%
11,669 $590,000
Q1 2022

May 27, 2022

BUY
$51.49 - $53.86 $51 - $53
1 Added 0.01%
11,496 $595,000
Q4 2021

May 17, 2022

BUY
$53.82 - $54.66 $618,660 - $628,316
11,495 New
11,495 $619,000

Others Institutions Holding IGSB

About ISHARES TRUST ISHARES 1-5 YEAR


  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
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