Beaird Harris Wealth Management, LLC Ishares S&P 500 Growth ETF Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q4 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,619 shares of IVW stock, worth $172,293. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,619
Previous 795
103.65%
Holding current value
$172,293
Previous $76,000
115.79%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,984Shares Held
429MCall Options Held
287KPut Options Held
96.1K-
Envestnet Asset Management Inc45.7MShares$4.87 Billion1.54% of portfolio
-
Jpmorgan Chase & CO New York, NY44.9MShares$4.78 Billion0.37% of portfolio
-
Morgan Stanley New York, NY32.6MShares$3.47 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.97 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.9MShares$1.91 Billion0.77% of portfolio