Beam Wealth Advisors, Inc. Ishares Tr Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	SELL	$51.21 - $61.91 $22,020 - $26,621	-430 Reduced 3.7%	11,203 $622,000
Q4 2022 Jan 20, 2023	BUY	$50.15 - $58.03 $583,394 - $675,062	11,633 New	11,633 $0
Q4 2021 Jan 14, 2022	SELL	$65.59 - $76.08 $254,620 - $295,342	-3,882 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$58.78 - $67.05 $1,763 - $2,011	-30 Reduced 0.77%	3,882 $254,000
Q4 2020 Jan 26, 2021	BUY	$49.12 - $55.49 $192,157 - $217,076	3,912 New	3,912 $211,000
Q3 2020 Oct 07, 2020	SELL	$49.13 - $53.95 $96,098 - $105,526	-1,956 Closed	0 $0
Q2 2020 Jul 07, 2020	BUY	$42.79 - $55.37 $83,697 - $108,303	1,956 New	1,956 $202,000
Q1 2020 Apr 08, 2020	SELL	$37.65 - $62.99 $73,078 - $122,263	-1,941 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$56.25 - $61.04 $109,181 - $118,478	1,941 New	1,941 $227,000

Others Institutions Holding ICF

# of Institutions

375

Shares Held

22M

Call Options Held

31.4K

Put Options Held

3.9K

About ISHARES TR

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