Beam Wealth Advisors, Inc. Ishares Barclays Transaction History

Beam Wealth Advisors, Inc.

$321 Million
Q2 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 31,505 shares of IEF stock, worth $3.04 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

31,505

Previous 32,591 3.33%

Holding current value

$3.04 Million

Previous $3.11 Million 2.93%

% of portfolio

0.94%

Previous 1.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$93.15 - $96.56 $101,160 - $104,864	-1,086 Reduced 3.33%	31,505 $3.02 Million
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

1,178

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.72M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.

Account

Beam Wealth Advisors, Inc. Ishares Barclays Transaction History