Beam Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 26,799 shares of IUSG stock, worth $3.79 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

26,799

Previous 26,883 0.31%

Holding current value

$3.79 Million

Previous $3.75 Million 9.1%

% of portfolio

1.18%

Previous 1.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$126.86 - $146.45 $10,656 - $12,301	-84 Reduced 0.31%	26,799 $3.41 Million
Q4 2024 Feb 06, 2025	SELL	$129.96 - $144.97 $345,953 - $385,910	-2,662 Reduced 9.01%	26,883 $3.75 Million
Q3 2024 Nov 04, 2024	BUY	$116.79 - $133.54 $945,531 - $1.08 Million	8,096 Added 37.75%	29,545 $3.9 Million
Q2 2024 Aug 07, 2024	BUY	$109.98 - $128.59 $2.36 Million - $2.76 Million	21,449 New	21,449 $2.73 Million

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

120M

Call Options Held

300

Put Options Held

100

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

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 Core S&P U.S Growth Et Transaction History