Beam Wealth Advisors, Inc. Ishares Tr Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 20, 2022	BUY	$80.64 - $103.19 $257,967 - $330,104	3,199 Added 41.66%	10,877 $886,000
Q2 2022 Aug 01, 2022	BUY	$86.95 - $112.38 $667,602 - $862,853	7,678 New	7,678 $706,000
Q2 2021 Jul 13, 2021	SELL	$93.58 - $104.97 $818,825 - $918,487	-8,750 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$82.27 - $92.74 $87,453 - $98,582	-1,063 Reduced 10.83%	8,750 $804,000
Q4 2020 Jan 26, 2021	SELL	$76.87 - $86.71 $79,791 - $90,004	-1,038 Reduced 9.57%	9,813 $841,000
Q3 2020 Oct 07, 2020	BUY	$76.71 - $84.15 $9,128 - $10,013	119 Added 1.11%	10,851 $866,000
Q2 2020 Jul 07, 2020	BUY	$64.24 - $86.82 $130,471 - $176,331	2,031 Added 23.34%	10,732 $862,000
Q1 2020 Apr 08, 2020	BUY	$57.84 - $100.28 $503,265 - $872,536	8,701 New	8,701 $605,000

Others Institutions Holding IYR

# of Institutions

595

Shares Held

56.3M

Call Options Held

11.4M

Put Options Held

13.1M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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