Beaird Harris Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History

Beaird Harris Wealth Management, LLC

  • $1.1 Billion
  • Q1 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,664 shares of IVW stock, worth $172,107. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,664
Previous 1,619 2.78%
Holding current value
$172,107
Previous $164,000 6.1%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$92.45 - $106.69 $4,160 - $4,801
45 Added 2.78%
1,664 $154,000
Q4 2024

Feb 10, 2025
BUY
$94.43 - $105.47 $77,810 - $86,907
824 Added 103.65%
1,619 $164,000
Q3 2024

Dec 02, 2024
BUY
$84.77 - $97.13 $15,258 - $17,483
180 Added 29.27%
795 $76,000
Q2 2024

Aug 15, 2024
BUY
$79.31 - $93.31 $5,155 - $6,065
65 Added 11.82%
615 $56,000
Q3 2022

Nov 02, 2022
BUY
$57.85 - $71.43 $31,817 - $39,286
550 New
550 $32,000

Others Institutions Holding IVW

# of Institutions
2,027
Shares Held
427M
Call Options Held
203K
Put Options Held
136K
View Full List

About ISHARES S&P 500 GROWTH ETF

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