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

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 15,459 shares of IWF stock, worth $6.16 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

15,459

Previous 16,044 3.65%

Holding current value

$6.16 Million

Previous $6.44 Million 13.35%

% of portfolio

1.93%

Previous 2.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$360.07 - $417.26 $210,640 - $244,097	-585 Reduced 3.65%	15,459 $5.58 Million
Q4 2024 Feb 06, 2025	SELL	$370.24 - $418.94 $250,652 - $283,622	-677 Reduced 4.05%	16,044 $6.44 Million
Q3 2024 Nov 04, 2024	BUY	$332.02 - $382.76 $161,361 - $186,021	486 Added 2.99%	16,721 $6.28 Million
Q2 2024 Aug 07, 2024	SELL	$316.15 - $367.33 $887,116 - $1.03 Million	-2,806 Reduced 14.74%	16,235 $5.92 Million
Q1 2024 Apr 30, 2024	SELL	$294.43 - $339.01 $20,904 - $24,069	-71 Reduced 0.37%	19,041 $6.42 Million
Q4 2023 Jan 30, 2024	BUY	$256.94 - $304.21 $52,929 - $62,667	206 Added 1.09%	19,112 $5.79 Million
Q3 2023 Oct 26, 2023	SELL	$263.8 - $285.38 $322,099 - $348,448	-1,221 Reduced 6.07%	18,906 $5.03 Million
Q2 2023 Jul 26, 2023	BUY	$239.31 - $275.18 $1.16 Million - $1.33 Million	4,838 Added 31.64%	20,127 $5.54 Million
Q1 2023 Apr 26, 2023	BUY	$209.92 - $244.33 $75,991 - $88,447	362 Added 2.43%	15,289 $3.74 Million
Q4 2022 Jan 20, 2023	BUY	$207.03 - $232.89 $569,332 - $640,447	2,750 Added 22.58%	14,927 $0
Q3 2022 Oct 20, 2022	BUY	$210.4 - $257.47 $71,325 - $87,282	339 Added 2.86%	12,177 $2.56 Million
Q2 2022 Aug 01, 2022	BUY	$209.9 - $283.21 $652,998 - $881,066	3,111 Added 35.65%	11,838 $2.59 Million
Q1 2022 Apr 26, 2022	BUY	$246.62 - $307.78 $97,661 - $121,880	396 Added 4.75%	8,727 $2.42 Million
Q4 2021 Jan 14, 2022	BUY	$270.99 - $309.52 $117,609 - $134,331	434 Added 5.5%	8,331 $2.55 Million
Q3 2021 Oct 14, 2021	SELL	$272.07 - $292.68 $35,641 - $38,341	-131 Reduced 1.63%	7,897 $2.16 Million
Q2 2021 Jul 13, 2021	SELL	$244.58 - $272.16 $708,059 - $787,903	-2,895 Reduced 26.5%	8,028 $2.18 Million
Q1 2021 May 17, 2021	BUY	$230.04 - $254.69 $44,397 - $49,155	193 Added 1.8%	10,923 $2.66 Million
Q4 2020 Jan 26, 2021	SELL	$209.58 - $241.25 $383,531 - $441,487	-1,830 Reduced 14.57%	10,730 $2.59 Million
Q3 2020 Oct 07, 2020	BUY	$194.64 - $233.83 $26,665 - $32,034	137 Added 1.1%	12,560 $2.72 Million
Q2 2020 Jul 07, 2020	BUY	$144.16 - $193.61 $302,159 - $405,806	2,096 Added 20.3%	12,423 $2.48 Million
Q1 2020 Apr 08, 2020	BUY	$131.63 - $192.29 $1.36 Million - $1.99 Million	10,327 New	10,327 $1.56 Million

Others Institutions Holding IWF

# of Institutions

2,434

Shares Held

213M

Call Options Held

356K

Put Options Held

86.1K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

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 Russell 1000 Gr ETF Transaction History