Beaird Harris Wealth Management, LLC Ishares Tr Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 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 117 shares of DVY stock, worth $15,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
117
Previous 117 -0.0%
Holding current value
$15,438
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 15, 2024
SELL
$115.73 - $125.75 $15,970 - $17,353
-138 Reduced 54.12%
117 $14,000
Q2 2022

Aug 12, 2022
BUY
$113.21 - $132.14 $17,547 - $20,481
155 Added 155.0%
255 $30,000
Q4 2021

May 17, 2022
BUY
$114.37 - $122.59 $11,437 - $12,259
100 New
100 $8,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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