Beta Wealth Group, Inc. Ishares Tr Transaction History

Beta Wealth Group, Inc.

  • $189 Million
  • Q1 2024

A detailed history of Beta Wealth Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 2,986 shares of IXUS stock, worth $201,734. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,986
Previous 3,338 10.55%
Holding current value
$201,734
Previous $216,000 6.48%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$62.39 - $67.92 $21,961 - $23,907
-352 Reduced 10.55%
2,986 $202,000
Q4 2023

Feb 09, 2024
BUY
$57.18 - $64.93 $190,866 - $216,736
3,338 New
3,338 $216,000
Q4 2022

Feb 10, 2023
SELL
$54.27 - $60.03 $13,350 - $14,767
-246 Reduced 6.01%
3,848 $222,000
Q3 2022

Nov 01, 2022
BUY
$51.94 - $60.43 $212,642 - $247,400
4,094 New
4,094 $208,000

Others Institutions Holding IXUS

# of Institutions
750
Shares Held
473M
Call Options Held
8.6K
Put Options Held
11.3K
View Full List

About ISHARES TR

IXUS Quotes by TradingView
  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email