Beaird Harris Wealth Management, LLC Ishares Dj Us Tech 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 Dj Us Tech ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,505 shares of IYW stock, worth $498,895. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,505

Previous 3,505 28.53%

Holding current value

$498,895

Previous $607,000 19.28%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$171.38 - $197.01 $171,380 - $197,010	-1,000 Reduced 28.53%	2,505 $490,000
Q2 2025 Aug 14, 2025	BUY	$122.57 - $173.27 $122,570 - $173,270	1,000 Added 39.92%	3,505 $607,000
Q1 2025 May 15, 2025	SELL	$140.44 - $166.79 $22,470 - $26,686	-160 Reduced 6.0%	2,505 $351,000
Q4 2024 Feb 10, 2025	SELL	$148.14 - $166.23 $3,407 - $3,823	-23 Reduced 0.86%	2,665 $425,000
Q3 2024 Dec 02, 2024	SELL	$133.16 - $158.73 $7,989 - $9,523	-60 Reduced 2.18%	2,688 $407,000

Q2 2024 Aug 15, 2024	BUY	$124.75 - $153.46 $2,869 - $3,529	23 Added 0.84%	2,748 $413,000
Q4 2023 Feb 27, 2024	SELL	$101.31 - $123.31 $7,598 - $9,248	-75 Reduced 2.68%	2,725 $334,000
Q4 2021 May 17, 2022	BUY	$100.11 - $117.09 $280,308 - $327,852	2,800 New	2,800 $321,000

Others Institutions Holding IYW

# of Institutions

1,365

Shares Held

67.2M

Call Options Held

103K

Put Options Held

183K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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Beaird Harris Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History