Beam Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

Beam Wealth Advisors, Inc.

  • $321 Million
  • Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 22,842 shares of IWP stock, worth $3.26 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
22,842
Previous 21,939 4.12%
Holding current value
$3.26 Million
Previous $2.58 Million 22.89%
% of portfolio
0.99%
Previous 0.89%

Shares

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

Aug 04, 2025
BUY
$104.34 - $138.68 $94,219 - $125,228
903 Added 4.12%
22,842 $3.17 Million
Q1 2025

May 09, 2025
SELL
$114.9 - $139.6 $89,162 - $108,329
-776 Reduced 3.42%
21,939 $2.58 Million
Q4 2024

Feb 06, 2025
SELL
$116.4 - $138.52 $59,946 - $71,337
-515 Reduced 2.22%
22,715 $2.88 Million
Q3 2024

Nov 04, 2024
BUY
$103.87 - $117.59 $109,478 - $123,939
1,054 Added 4.75%
23,230 $2.72 Million
Q2 2024

Aug 07, 2024
SELL
$105.7 - $113.43 $58,980 - $63,293
-558 Reduced 2.45%
22,176 $2.45 Million
Q1 2024

Apr 30, 2024
SELL
$100.66 - $114.14 $3,221 - $3,652
-32 Reduced 0.14%
22,734 $2.59 Million
Q4 2023

Jan 30, 2024
BUY
$85.66 - $105.12 $196,589 - $241,250
2,295 Added 11.21%
22,766 $2.38 Million
Q3 2023

Oct 26, 2023
BUY
$89.97 - $100.32 $257,674 - $287,316
2,864 Added 16.27%
20,471 $1.87 Million
Q2 2023

Jul 26, 2023
BUY
$87.72 - $96.63 $1.28 Million - $1.41 Million
14,595 Added 484.56%
17,607 $1.7 Million
Q1 2023

Apr 26, 2023
SELL
$82.89 - $94.68 $10,692 - $12,213
-129 Reduced 4.11%
3,012 $274,000
Q4 2022

Jan 20, 2023
BUY
$77.4 - $89.88 $243,113 - $282,313
3,141 New
3,141 $0

Others Institutions Holding IWP

# of Institutions
1,305
Shares Held
131M
Call Options Held
196K
Put Options Held
340K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email