Beam Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Beam Wealth Advisors, Inc.

  • $321 Million
  • Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 13,625 shares of IWD stock, worth $2.67 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
13,625
Holding current value
$2.67 Million
% of portfolio
0.83%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$166.82 - $194.23 $2.27 Million - $2.65 Million
13,625 New
13,625 $2.65 Million
Q1 2023

Apr 26, 2023
SELL
$145.2 - $161.56 $24,683 - $27,465
-170 Reduced 4.28%
3,800 $578,000
Q4 2022

Jan 20, 2023
BUY
$136.78 - $158.99 $543,016 - $631,190
3,970 New
3,970 $0

Others Institutions Holding IWD

# of Institutions
1,931
Shares Held
275M
Call Options Held
617K
Put Options Held
5.88M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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