Beam Wealth Advisors, Inc. Ishares S&P Smallcap 600 Value 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	$88.82 - $106.56 $25,224 - $30,263	-284 Reduced 3.39%	8,090 $757,000
Q4 2022 Jan 20, 2023	BUY	$84.57 - $97.98 $708,189 - $820,484	8,374 New	8,374 $0
Q3 2021 Oct 14, 2021	SELL	$96.17 - $106.29 $1.07 Million - $1.18 Million	-11,084 Closed	0 $0
Q2 2021 Jul 13, 2021	SELL	$99.12 - $110.44 $9,515 - $10,602	-96 Reduced 0.86%	11,084 $1.17 Million
Q1 2021 May 17, 2021	SELL	$80.37 - $107.94 $6,509 - $8,743	-81 Reduced 0.72%	11,180 $1.13 Million
Q4 2020 Jan 26, 2021	BUY	$62.11 - $81.5 $699,420 - $917,771	11,261 New	11,261 $916,000
Q2 2020 Jul 07, 2020	SELL	$45.29 - $69.3 $620,518 - $949,479	-13,701 Closed	0 $0
Q1 2020 Apr 08, 2020	BUY	$44.17 - $81.02 $343,510 - $630,092	7,777 Added 131.28%	13,701 $1.37 Million
Q4 2019 Feb 14, 2020	BUY	$72.03 - $80.55 $426,705 - $477,178	5,924 New	5,924 $953,000

Others Institutions Holding IJS

# of Institutions

850

Shares Held

40.9M

Call Options Held

20K

Put Options Held

11.6K

About ISHARES S&P SMALLCAP 600 VALUE

Ticker IJS
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