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%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,359

Shares Held

93M

Call Options Held

56.9K

Put Options Held

46.1K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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