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

Beam Wealth Advisors, Inc.

$321 Million
Q2 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 24,509 shares of IUSG stock, worth $4.05 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

24,509

Previous 26,799 8.55%

Holding current value

$4.05 Million

Previous $3.41 Million 8.25%

% of portfolio

1.15%

Previous 1.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$113.67 - $150.4 $260,304 - $344,416	-2,290 Reduced 8.55%	24,509 $3.69 Million
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

871

Shares Held

123M

Call Options Held

9.8K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

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