Beaird Harris Wealth Management, LLC Ishares Tr 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 stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 246 shares of SHV stock, worth $27,111. This represents 0.0% of its overall portfolio holdings.
Number of Shares
246
Previous 270
8.89%
Holding current value
$27,111
Previous $29,000
6.9%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SHV
# of Institutions
712Shares Held
114MCall Options Held
0Put Options Held
0-
Milliman Financial Risk Management LLC Chicago, IL18.2MShares$2 Billion31.24% of portfolio
-
Hansen & Associates Financial Group, Inc. Sacramento, CA11.8MShares$1.3 Billion41.0% of portfolio
-
Black Rock Inc. New York, NY7.58MShares$836 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY7.3MShares$804 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.21MShares$575 Million0.05% of portfolio