Beam Wealth Advisors, Inc. Ishares Tr Transaction History

Beam Wealth Advisors, Inc.

$321 Million
Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 38,750 shares of IEFA stock, worth $3.28 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

38,750

Previous 43,082 10.06%

Holding current value

$3.28 Million

Previous $3.26 Million 0.77%

% of portfolio

1.01%

Previous 1.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$67.83 - $84.09 $293,839 - $364,277	-4,332 Reduced 10.06%	38,750 $3.23 Million
Q1 2025 May 09, 2025	BUY	$69.57 - $78.65 $123,347 - $139,446	1,773 Added 4.29%	43,082 $3.26 Million
Q4 2024 Feb 06, 2025	BUY	$70.06 - $77.43 $309,735 - $342,318	4,421 Added 11.98%	41,309 $2.9 Million
Q3 2024 Nov 04, 2024	BUY	$70.09 - $78.74 $79,902 - $89,763	1,140 Added 3.19%	36,888 $2.88 Million
Q2 2024 Aug 07, 2024	BUY	$70.77 - $76.19 $2.53 Million - $2.72 Million	35,748 New	35,748 $2.6 Million
Q1 2023 Apr 26, 2023	SELL	$62.17 - $67.7 $21,510 - $23,424	-346 Reduced 8.05%	3,952 $264,000
Q4 2022 Jan 20, 2023	SELL	$52.35 - $63.65 $701,123 - $852,464	-13,393 Reduced 75.71%	4,298 $0
Q3 2022 Oct 20, 2022	SELL	$52.32 - $63.1 $101,239 - $122,098	-1,935 Reduced 9.86%	17,691 $932,000
Q2 2022 Aug 01, 2022	BUY	$57.91 - $70.46 $603,653 - $734,475	10,424 Added 113.28%	19,626 $1.16 Million
Q1 2022 Apr 26, 2022	BUY	$63.26 - $75.48 $26,126 - $31,173	413 Added 4.7%	9,202 $640,000
Q4 2021 Jan 14, 2022	BUY	$72.36 - $77.76 $20,188 - $21,695	279 Added 3.28%	8,789 $656,000
Q3 2021 Oct 14, 2021	BUY	$72.98 - $78.2 $22,477 - $24,085	308 Added 3.76%	8,510 $632,000
Q2 2021 Jul 13, 2021	BUY	$73.11 - $77.88 $389,091 - $414,477	5,322 Added 184.79%	8,202 $614,000
Q1 2021 May 17, 2021	BUY	$68.58 - $73.12 $197,510 - $210,585	2,880 New	2,880 $208,000

Others Institutions Holding IEFA

# of Institutions

2,330

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
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Beam Wealth Advisors, Inc. Ishares Tr Transaction History