Beaird Harris Wealth Management, LLC Ishares Tr Russell 1000 ETF 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 Russell 1000 ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 652 shares of IWB stock, worth $206,996. This represents 0.02% of its overall portfolio holdings.
Number of Shares
652
Previous 664
1.81%
Holding current value
$206,996
Previous $191,000
1.05%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding IWB
# of Institutions
1,359Shares Held
93MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.82 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.43 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.16 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$1 Billion3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$888 Million0.07% of portfolio