Beaird Harris Wealth Management, LLC Ishares Russell 2000 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 Russell 2000 ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 97 shares of IWM stock, worth $23,035. This represents 0.0% of its overall portfolio holdings.

Number of Shares
97
Previous 55 76.36%
Holding current value
$23,035
Previous $11,000 109.09%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$214.92 - $244.84 $9,026 - $10,283
42 Added 76.36%
97 $23,000
Q2 2025

Aug 14, 2025
BUY
$174.82 - $215.79 $1,748 - $2,157
10 Added 22.22%
55 $11,000
Q1 2025

May 15, 2025
BUY
$198.1 - $229.79 $8,914 - $10,340
45 New
45 $8,000
Q1 2024

May 15, 2024
BUY
$189.48 - $210.3 $9,095 - $10,094
48 New
48 $10,000
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $742,137 - $836,634
-4,449 Reduced 99.98%
1 $0
Q2 2022

Aug 12, 2022
SELL
$163.9 - $207.91 $9,834 - $12,474
-60 Reduced 1.33%
4,450 $754,000
Q4 2021

May 17, 2022
BUY
$212.12 - $242.56 $956,661 - $1.09 Million
4,510 New
4,510 $1 Million

Others Institutions Holding IWM

# of Institutions
3,023
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

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