Beam Wealth Advisors, Inc. Ishares Barclays Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 32,591 shares of IEF stock, worth $3.09 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

32,591

Previous 36,617 10.99%

Holding current value

$3.09 Million

Previous $3.39 Million 8.18%

% of portfolio

1.08%

Previous 1.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$91.17 - $95.39 $367,050 - $384,040	-4,026 Reduced 10.99%	32,591 $3.11 Million
Q4 2024 Feb 06, 2025	BUY	$92.08 - $98.18 $119,980 - $127,928	1,303 Added 3.69%	36,617 $3.39 Million
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $86,090 - $92,101	929 Added 2.7%	35,314 $3.47 Million
Q2 2024 Aug 07, 2024	BUY	$91.24 - $94.6 $666,599 - $691,147	7,306 Added 26.98%	34,385 $3.22 Million
Q1 2024 Apr 30, 2024	BUY	$93.54 - $96.82 $2.53 Million - $2.62 Million	27,079 New	27,079 $2.56 Million
Q4 2020 Jan 26, 2021	SELL	$119.27 - $121.81 $431,638 - $440,830	-3,619 Closed	0 $0
Q3 2020 Oct 07, 2020	BUY	$121.18 - $123.06 $20,721 - $21,043	171 Added 4.96%	3,619 $441,000
Q2 2020 Jul 07, 2020	BUY	$119.77 - $122.41 $412,966 - $422,069	3,448 New	3,448 $419,000

Others Institutions Holding IEF

# of Institutions

1,137

Shares Held

306M

Call Options Held

13M

Put Options Held

4.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Beam Wealth Advisors, Inc. Ishares Barclays Transaction History