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 1,674 shares of SHV stock, worth $184,006. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,674
Previous 246 580.49%
Holding current value
$184,006
Previous $27,000 585.19%
% of portfolio
0.02%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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