Beaird Harris Wealth Management, LLC Ishares S&P Smallcap 600 Value Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 5,859 shares of IJS stock, worth $640,916. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,859
Previous 5,780 1.37%
Holding current value
$640,916
Previous $562,000 12.1%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 02, 2024
BUY
$95.81 - $109.03 $7,568 - $8,613
79 Added 1.37%
5,859 $630,000
Q2 2024

Aug 15, 2024
SELL
$94.12 - $102.13 $19,012 - $20,630
-202 Reduced 3.38%
5,780 $562,000
Q1 2024

May 15, 2024
BUY
$95.88 - $102.78 $95 - $102
1 Added 0.02%
5,982 $614,000
Q4 2023

Feb 27, 2024
BUY
$82.1 - $104.53 $246 - $313
3 Added 0.05%
5,981 $616,000
Q3 2023

Nov 15, 2023
SELL
$87.64 - $100.82 $175 - $201
-2 Reduced 0.03%
5,978 $533,000
Q2 2023

Jul 26, 2023
SELL
$87.59 - $95.56 $13,926 - $15,194
-159 Reduced 2.59%
5,980 $568,000
Q1 2023

Apr 24, 2023
BUY
$88.82 - $106.56 $177 - $213
2 Added 0.03%
6,139 $574,000
Q4 2022

Feb 14, 2023
BUY
$84.57 - $97.98 $1,099 - $1,273
13 Added 0.21%
6,137 $560,000
Q3 2022

Nov 02, 2022
BUY
$82.45 - $101.32 $3,133 - $3,850
38 Added 0.62%
6,124 $505,000
Q2 2022

Aug 12, 2022
SELL
$86.2 - $103.37 $11,033 - $13,231
-128 Reduced 2.06%
6,086 $542,000
Q1 2022

May 27, 2022
BUY
$97.08 - $107.22 $56,403 - $62,294
581 Added 10.31%
6,214 $636,000
Q4 2021

May 17, 2022
BUY
$99.12 - $110.76 $558,342 - $623,911
5,633 New
5,633 $589,000

Others Institutions Holding IJS

# of Institutions
850
Shares Held
40.9M
Call Options Held
20K
Put Options Held
11.6K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

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