Beaird Harris Wealth Management, LLC Ishares Tr Transaction History

Beaird Harris Wealth Management, LLC

  • $1.19 Billion
  • Q2 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 723 shares of SHV stock, worth $79,754. This represents 0.01% of its overall portfolio holdings.

Number of Shares
723
Previous 1,674 56.81%
Holding current value
$79,754
Previous $184,000 57.07%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$110.06 - $110.46 $104,667 - $105,047
-951 Reduced 56.81%
723 $79,000
Q3 2024

Dec 02, 2024
BUY
$110.05 - $110.63 $157,151 - $157,979
1,428 Added 580.49%
1,674 $185,000
Q2 2024

Aug 15, 2024
SELL
$110.04 - $110.51 $2,640 - $2,652
-24 Reduced 8.89%
246 $27,000
Q1 2024

May 15, 2024
BUY
$110.11 - $110.57 $2,642 - $2,653
24 Added 9.76%
270 $29,000
Q3 2023

Nov 15, 2023
BUY
$109.99 - $110.5 $27,057 - $27,183
246 New
246 $27,000

Others Institutions Holding SHV

# of Institutions
793
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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