Beam Wealth Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Beam Wealth Advisors, Inc.

$306 Million
Q4 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 22,609 shares of IJH stock, worth $1.36 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

22,609

Previous 23,328 3.08%

Holding current value

$1.36 Million

Previous $1.45 Million 3.1%

% of portfolio

0.46%

Previous 0.45%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$61.68 - $67.87 $44,347 - $48,798	-719 Reduced 3.08%	22,609 $1.41 Million
Q3 2024 Nov 04, 2024	BUY	$57.32 - $62.65 $371,318 - $405,846	6,478 Added 38.45%	23,328 $1.45 Million
Q2 2024 Aug 07, 2024	SELL	$56.43 - $60.79 $38,372 - $41,337	-680 Reduced 3.88%	16,850 $986,000
Q1 2024 Apr 30, 2024	BUY	$56.98 - $284.98 $805,526 - $4.03 Million	14,137 Added 416.65%	17,530 $1.06 Million
Q4 2023 Jan 30, 2024	SELL	$232.04 - $279.85 $28,308 - $34,141	-122 Reduced 3.47%	3,393 $940,000
Q3 2023 Oct 26, 2023	BUY	$246.15 - $272.4 $1,969 - $2,179	8 Added 0.23%	3,515 $876,000
Q2 2023 Jul 26, 2023	SELL	$240.22 - $261.48 $23,061 - $25,102	-96 Reduced 2.66%	3,507 $917,000
Q1 2023 Apr 26, 2023	SELL	$237.25 - $271.72 $4,033 - $4,619	-17 Reduced 0.47%	3,603 $901,000
Q4 2022 Jan 20, 2023	SELL	$44.74 - $257.0 $2,147 - $12,336	-48 Reduced 1.31%	3,620 $0
Q3 2022 Oct 20, 2022	SELL	$43.85 - $263.28 $43,806 - $263,016	-999 Reduced 21.41%	3,668 $804,000
Q2 2022 Aug 01, 2022	SELL	$219.07 - $270.08 $7,229 - $8,912	-33 Reduced 0.7%	4,667 $1.06 Million
Q1 2022 Apr 26, 2022	SELL	$251.21 - $285.37 $251 - $285	-1 Reduced 0.02%	4,700 $1.26 Million
Q4 2021 Jan 14, 2022	BUY	$265.81 - $290.54 $128,652 - $140,621	484 Added 11.48%	4,701 $1.33 Million
Q3 2021 Oct 14, 2021	BUY	$256.44 - $277.04 $110,525 - $119,404	431 Added 11.38%	4,217 $1.11 Million
Q2 2021 Jul 13, 2021	SELL	$260.21 - $276.38 $65,312 - $69,371	-251 Reduced 6.22%	3,786 $1.02 Million
Q1 2021 May 17, 2021	BUY	$226.3 - $267.93 $41,865 - $49,567	185 Added 4.8%	4,037 $1.05 Million
Q4 2020 Jan 26, 2021	SELL	$187.77 - $230.69 $938 - $1,153	-5 Reduced 0.13%	3,852 $885,000
Q3 2020 Oct 07, 2020	SELL	$174.43 - $196.49 $106,227 - $119,662	-609 Reduced 13.64%	3,857 $715,000
Q2 2020 Jul 07, 2020	SELL	$133.18 - $194.42 $962,358 - $1.4 Million	-7,226 Reduced 61.8%	4,466 $801,000
Q1 2020 Apr 08, 2020	SELL	$121.75 - $210.58 $955,128 - $1.65 Million	-7,845 Reduced 40.15%	11,692 $1.68 Million
Q4 2019 Feb 14, 2020	BUY	$185.78 - $206.16 $3.63 Million - $4.03 Million	19,537 New	19,537 $4.02 Million

Others Institutions Holding IJH

# of Institutions

2,649

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Beam Wealth Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History