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

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 63,212 shares of IWR stock, worth $5.68 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

63,212

Previous 64,942 2.66%

Holding current value

$5.68 Million

Previous $5.74 Million 6.32%

% of portfolio

1.86%

Previous 1.88%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$82.81 - $92.93 $143,261 - $160,768	-1,730 Reduced 2.66%	63,212 $5.38 Million
Q4 2024 Feb 06, 2025	SELL	$87.25 - $95.52 $203,030 - $222,275	-2,327 Reduced 3.46%	64,942 $5.74 Million
Q3 2024 Nov 04, 2024	BUY	$79.92 - $88.19 $119,000 - $131,314	1,489 Added 2.26%	67,269 $5.93 Million
Q2 2024 Aug 07, 2024	SELL	$78.66 - $83.59 $247,307 - $262,806	-3,144 Reduced 4.56%	65,780 $5.33 Million
Q1 2024 Apr 30, 2024	SELL	$75.37 - $84.09 $135,666 - $151,362	-1,800 Reduced 2.55%	68,924 $5.8 Million
Q4 2023 Jan 30, 2024	SELL	$64.84 - $78.27 $422,173 - $509,615	-6,511 Reduced 8.43%	70,724 $5.5 Million
Q3 2023 Oct 26, 2023	SELL	$68.54 - $75.91 $2.69 Million - $2.98 Million	-39,201 Reduced 33.67%	77,235 $5.35 Million
Q2 2023 Jul 26, 2023	BUY	$67.49 - $73.03 $4.48 Million - $4.85 Million	66,428 Added 132.83%	116,436 $8.5 Million
Q1 2023 Apr 26, 2023	BUY	$66.27 - $75.04 $29,225 - $33,092	441 Added 0.89%	50,008 $3.5 Million
Q4 2022 Jan 20, 2023	BUY	$62.09 - $71.89 $773,020 - $895,030	12,450 Added 33.54%	49,567 $0
Q3 2022 Oct 20, 2022	SELL	$62.15 - $74.82 $8,203 - $9,876	-132 Reduced 0.35%	37,117 $2.31 Million
Q2 2022 Aug 01, 2022	SELL	$62.75 - $78.76 $64,318 - $80,729	-1,025 Reduced 2.68%	37,249 $2.41 Million
Q1 2022 Apr 26, 2022	BUY	$72.29 - $82.89 $127,808 - $146,549	1,768 Added 4.84%	38,274 $2.99 Million
Q4 2021 Jan 14, 2022	SELL	$78.41 - $85.28 $126,475 - $137,556	-1,613 Reduced 4.23%	36,506 $3.03 Million
Q3 2021 Oct 14, 2021	SELL	$76.44 - $82.59 $46,934 - $50,710	-614 Reduced 1.59%	38,119 $2.98 Million
Q2 2021 Jul 13, 2021	SELL	$74.82 - $79.61 $402,606 - $428,381	-5,381 Reduced 12.2%	38,733 $3.07 Million
Q1 2021 May 17, 2021	BUY	$67.45 - $75.68 $72,913 - $81,810	1,081 Added 2.51%	44,114 $3.26 Million
Q4 2020 Jan 26, 2021	SELL	$57.75 - $68.61 $619,311 - $735,773	-10,724 Reduced 19.95%	43,033 $2.95 Million
Q3 2020 Oct 07, 2020	BUY	$53.47 - $60.19 $170,088 - $191,464	3,181 Added 6.29%	53,757 $3.09 Million
Q2 2020 Jul 07, 2020	BUY	$40.64 - $57.63 $313,253 - $444,212	7,708 Added 17.98%	50,576 $2.76 Million
Q1 2020 Apr 08, 2020	BUY	$36.81 - $61.96 $1.58 Million - $2.66 Million	42,868 New	42,868 $1.85 Million

Others Institutions Holding IWR

# of Institutions

1,539

Shares Held

382M

Call Options Held

151K

Put Options Held

164K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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