Beam Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History
Beam Wealth Advisors, Inc.
- $306 Million
- Q4 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 21,525 shares of IWM stock, worth $4.62 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
21,525
Previous 22,210
3.08%
Holding current value
$4.62 Million
Previous $4.91 Million
3.04%
% of portfolio
1.55%
Previous 1.51%
Shares
21 transactions
Others Institutions Holding IWM
# of Institutions
2,938Shares Held
302MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$7.12 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.19 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$4.11 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.57 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.92 Billion0.04% of portfolio