Beaird Harris Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 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 592 shares of IWB stock, worth $198,929. This represents 0.02% of its overall portfolio holdings.

Number of Shares
592
Previous 653 9.34%
Holding current value
$198,929
Previous $205,000 7.32%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$311.11 - $335.64 $18,977 - $20,474
-61 Reduced 9.34%
592 $190,000
Q3 2024

Dec 02, 2024
BUY
$283.28 - $314.39 $283 - $314
1 Added 0.15%
653 $205,000
Q2 2024

Aug 15, 2024
SELL
$272.21 - $298.72 $3,266 - $3,584
-12 Reduced 1.81%
652 $193,000
Q1 2024

May 15, 2024
SELL
$257.46 - $288.1 $27,548 - $30,826
-107 Reduced 13.88%
664 $191,000
Q4 2023

Feb 27, 2024
SELL
$225.16 - $263.17 $9,006 - $10,526
-40 Reduced 4.93%
771 $202,000
Q2 2023

Jul 26, 2023
BUY
$221.85 - $243.74 $221 - $243
1 Added 0.12%
811 $197,000
Q4 2022

Feb 14, 2023
BUY
$196.94 - $224.49 $196 - $224
1 Added 0.12%
810 $170,000
Q3 2022

Nov 02, 2022
BUY
$197.33 - $237.63 $394 - $475
2 Added 0.25%
809 $160,000
Q2 2022

Aug 12, 2022
SELL
$201.03 - $253.2 $30,757 - $38,739
-153 Reduced 15.94%
807 $168,000
Q1 2022

May 27, 2022
BUY
$230.48 - $266.11 $230 - $266
1 Added 0.1%
960 $240,000
Q4 2021

May 17, 2022
BUY
$241.33 - $266.02 $231,435 - $255,113
959 New
959 $254,000

Others Institutions Holding IWB

# of Institutions
1,457
Shares Held
96.1M
Call Options Held
247K
Put Options Held
168K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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