Beam Wealth Advisors, Inc. Ishares Trust Ishares Pfd And Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$31.12 - $32.54 $8,993 - $9,404	-289 Reduced 3.68%	7,554 $243,000
Q4 2023 Jan 30, 2024	SELL	$28.34 - $31.4 $19,242 - $21,320	-679 Reduced 7.97%	7,843 $244,000
Q3 2023 Oct 26, 2023	SELL	$29.99 - $31.22 $1,499 - $1,561	-50 Reduced 0.58%	8,522 $256,000
Q2 2023 Jul 26, 2023	BUY	$29.33 - $31.46 $23,229 - $24,916	792 Added 10.18%	8,572 $265,000
Q1 2023 Apr 26, 2023	SELL	$29.86 - $33.81 $19,528 - $22,111	-654 Reduced 7.75%	7,780 $242,000
Q4 2022 Jan 20, 2023	SELL	$29.96 - $32.28 $626,433 - $674,942	-20,909 Reduced 71.26%	8,434 $0
Q3 2022 Oct 20, 2022	BUY	$31.4 - $35.35 $249,661 - $281,067	7,951 Added 37.17%	29,343 $929,000
Q2 2022 Aug 01, 2022	BUY	$32.02 - $36.26 $684,971 - $775,673	21,392 New	21,392 $703,000
Q1 2022 Apr 26, 2022	SELL	$34.86 - $39.14 $220,175 - $247,208	-6,316 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	$38.29 - $39.43 $5,360 - $5,520	140 Added 2.27%	6,316 $249,000
Q3 2021 Oct 14, 2021	SELL	$38.55 - $39.48 $2,621 - $2,684	-68 Reduced 1.09%	6,176 $240,000
Q2 2021 Jul 13, 2021	BUY	$37.96 - $39.34 $237,022 - $245,638	6,244 New	6,244 $246,000
Q4 2020 Jan 26, 2021	SELL	$36.13 - $38.51 $199,256 - $212,382	-5,515 Closed	0 $0
Q3 2020 Oct 07, 2020	SELL	$34.54 - $36.7 $21,587 - $22,937	-625 Reduced 10.18%	5,515 $201,000
Q2 2020 Jul 07, 2020	SELL	$30.01 - $35.86 $503,177 - $601,264	-16,767 Reduced 73.2%	6,140 $213,000
Q1 2020 Apr 08, 2020	SELL	$25.12 - $38.29 $70,637 - $107,671	-2,812 Reduced 10.93%	22,907 $729,000
Q4 2019 Feb 14, 2020	BUY	$36.77 - $37.68 $945,687 - $969,091	25,719 New	25,719 $967,000

Others Institutions Holding PFF

# of Institutions

1,100

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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