Beam Wealth Advisors, Inc. Ishares Core S&P U.S. Value Et Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 79,912 shares of IUSV stock, worth $7.35 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
79,912
Previous 81,336
1.75%
Holding current value
$7.35 Million
Previous $7.77 Million
4.69%
% of portfolio
2.42%
Previous 2.38%
Shares
20 transactions
Others Institutions Holding IUSV
# of Institutions
777Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.59 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.27 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$851 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$428 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$406 Million0.14% of portfolio