Beaird Harris Wealth Management, LLC Ishares Russell 1000 Val 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 Russell 1000 Val ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,584 shares of IWD stock, worth $313,172. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,584
Previous 1,524 3.94%
Holding current value
$313,172
Previous $272,000 1.47%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 15, 2024
BUY
$169.4 - $179.05 $10,164 - $10,743
60 Added 3.94%
1,584 $276,000
Q1 2024

May 15, 2024
SELL
$161.84 - $179.11 $8,253 - $9,134
-51 Reduced 3.24%
1,524 $272,000
Q4 2023

Feb 27, 2024
SELL
$143.69 - $165.7 $9,770 - $11,267
-68 Reduced 4.14%
1,575 $260,000
Q3 2023

Nov 15, 2023
SELL
$151.73 - $163.56 $3,793 - $4,089
-25 Reduced 1.5%
1,643 $249,000
Q2 2023

Jul 26, 2023
SELL
$148.55 - $157.83 $5,347 - $5,681
-36 Reduced 2.11%
1,668 $263,000
Q1 2023

Apr 24, 2023
BUY
$145.2 - $161.56 $290 - $323
2 Added 0.12%
1,704 $259,000
Q4 2022

Feb 14, 2023
SELL
$136.78 - $158.99 $9,711 - $11,288
-71 Reduced 4.0%
1,702 $258,000
Q3 2022

Nov 02, 2022
SELL
$135.99 - $161.15 $7,207 - $8,540
-53 Reduced 2.9%
1,773 $241,000
Q2 2022

Aug 12, 2022
SELL
$140.99 - $168.41 $32,004 - $38,229
-227 Reduced 11.06%
1,826 $265,000
Q1 2022

May 27, 2022
SELL
$157.15 - $170.51 $2,042 - $2,216
-13 Reduced 0.63%
2,053 $341,000
Q4 2021

May 17, 2022
BUY
$157.12 - $168.08 $324,609 - $347,253
2,066 New
2,066 $347,000

Others Institutions Holding IWD

# of Institutions
1,715
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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