Beaird Harris Wealth Management, LLC Ishares Tr Transaction History

Beaird Harris Wealth Management, LLC

$1.28 Billion
Q3 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 819 shares of IDV stock, worth $31,302. This represents 0.0% of its overall portfolio holdings.

Number of Shares

819

Previous 884 7.35%

Holding current value

$31,302

Previous $30,000 3.33%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$34.54 - $37.28 $2,245 - $2,423	-65 Reduced 7.35%	819 $29,000
Q2 2025 Aug 14, 2025	SELL	$27.79 - $34.84 $4,196 - $5,260	-151 Reduced 14.59%	884 $30,000
Q1 2025 May 15, 2025	SELL	$27.0 - $31.7 $2,160 - $2,536	-80 Reduced 7.17%	1,035 $32,000
Q2 2024 Aug 15, 2024	SELL	$26.94 - $30.1 $7,219 - $8,066	-268 Reduced 19.38%	1,115 $30,000
Q1 2024 May 15, 2024	BUY	$26.95 - $28.13 $673 - $703	25 Added 1.84%	1,383 $38,000

Q4 2023 Feb 27, 2024	SELL	$24.46 - $28.13 $7,068 - $8,129	-289 Reduced 17.55%	1,358 $38,000
Q3 2023 Nov 15, 2023	SELL	$25.3 - $27.59 $8,273 - $9,021	-327 Reduced 16.57%	1,647 $41,000
Q2 2023 Jul 26, 2023	SELL	$25.86 - $28.52 $15,128 - $16,684	-585 Reduced 22.86%	1,974 $51,000
Q1 2023 Apr 24, 2023	BUY	$26.54 - $29.5 $8,864 - $9,853	334 Added 15.01%	2,559 $70,000
Q4 2022 Feb 14, 2023	SELL	$22.26 - $27.56 $51,732 - $64,049	-2,324 Reduced 51.09%	2,225 $60,000
Q3 2022 Nov 02, 2022	BUY	$22.53 - $28.47 $2,590 - $3,274	115 Added 2.59%	4,549 $102,000
Q2 2022 Aug 12, 2022	SELL	$26.84 - $32.0 $1,637 - $1,952	-61 Reduced 1.36%	4,434 $120,000
Q1 2022 May 27, 2022	BUY	$29.99 - $33.33 $179 - $199	6 Added 0.13%	4,495 $143,000
Q4 2021 May 17, 2022	BUY	$29.77 - $31.71 $133,637 - $142,346	4,489 New	4,489 $140,000

Others Institutions Holding IDV

# of Institutions

583

Shares Held

91.5M

Call Options Held

13.5K

Put Options Held

138K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

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Beaird Harris Wealth Management, LLC Ishares Tr Transaction History