Beaird Harris Wealth Management, LLC Ishares Tr Russell 1000 ETF 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 Russell 1000 ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 496 shares of IWB stock, worth $182,468. This represents 0.01% of its overall portfolio holdings.

Number of Shares

496

Previous 620 20.0%

Holding current value

$182,468

Previous $210,000 13.81%

% of portfolio

0.01%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$339.37 - $366.46 $42,081 - $45,441	-124 Reduced 20.0%	496 $181,000
Q2 2025 Aug 14, 2025	SELL	$272.36 - $339.57 $35,406 - $44,144	-130 Reduced 17.33%	620 $210,000
Q1 2025 May 15, 2025	BUY	$302.31 - $337.54 $47,764 - $53,331	158 Added 26.69%	750 $230,000
Q4 2024 Feb 10, 2025	SELL	$311.11 - $335.64 $18,977 - $20,474	-61 Reduced 9.34%	592 $190,000
Q3 2024 Dec 02, 2024	BUY	$283.28 - $314.39 $283 - $314	1 Added 0.15%	653 $205,000

Q2 2024 Aug 15, 2024	SELL	$272.21 - $298.72 $3,266 - $3,584	-12 Reduced 1.81%	652 $193,000
Q1 2024 May 15, 2024	SELL	$257.46 - $288.1 $27,548 - $30,826	-107 Reduced 13.88%	664 $191,000
Q4 2023 Feb 27, 2024	SELL	$225.16 - $263.17 $9,006 - $10,526	-40 Reduced 4.93%	771 $202,000
Q2 2023 Jul 26, 2023	BUY	$221.85 - $243.74 $221 - $243	1 Added 0.12%	811 $197,000
Q4 2022 Feb 14, 2023	BUY	$196.94 - $224.49 $196 - $224	1 Added 0.12%	810 $170,000
Q3 2022 Nov 02, 2022	BUY	$197.33 - $237.63 $394 - $475	2 Added 0.25%	809 $160,000
Q2 2022 Aug 12, 2022	SELL	$201.03 - $253.2 $30,757 - $38,739	-153 Reduced 15.94%	807 $168,000
Q1 2022 May 27, 2022	BUY	$230.48 - $266.11 $230 - $266	1 Added 0.1%	960 $240,000
Q4 2021 May 17, 2022	BUY	$241.33 - $266.02 $231,435 - $255,113	959 New	959 $254,000

Others Institutions Holding IWB

# of Institutions

1,631

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Beaird Harris Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History