Beam Wealth Advisors, Inc. Ishares Ibonds Dec 2023 Term C Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 13, 2021	SELL	$26.04 - $26.14 $1.01 Million - $1.01 Million	-38,777 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$26.08 - $26.26 $123,567 - $124,419	-4,738 Reduced 10.89%	38,777 $1.01 Million
Q4 2020 Jan 26, 2021	SELL	$26.17 - $26.29 $187,324 - $188,183	-7,158 Reduced 14.13%	43,515 $1.14 Million
Q3 2020 Oct 07, 2020	BUY	$26.12 - $26.31 $11,205 - $11,286	429 Added 0.85%	50,673 $1.33 Million
Q2 2020 Jul 07, 2020	BUY	$24.71 - $26.23 $13,219 - $14,033	535 Added 1.08%	50,244 $1.32 Million
Q1 2020 Apr 08, 2020	BUY	$22.28 - $26.08 $36,806 - $43,084	1,652 Added 3.44%	49,709 $1.24 Million
Q4 2019 Feb 14, 2020	BUY	$25.45 - $25.68 $1.22 Million - $1.23 Million	48,057 New	48,057 $1.23 Million

Others Institutions Holding IBDO

# of Institutions

15

Shares Held

760K

Call Options Held

0

Put Options Held

0

About ISHARES IBONDS DEC 2023 TERM C

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