Beam Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Beam Wealth Advisors, Inc.

$306 Million
Q4 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 240,883 shares of SHY stock, worth $19.8 Million. This represents 6.45% of its overall portfolio holdings.

Number of Shares

240,883

Previous 323,001 25.42%

Holding current value

$19.8 Million

Previous $26.9 Million 26.47%

% of portfolio

6.45%

Previous 8.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$81.68 - $82.93 $6.71 Million - $6.81 Million	-82,118 Reduced 25.42%	240,883 $19.7 Million
Q3 2024 Nov 04, 2024	BUY	$81.31 - $83.29 $818,873 - $838,813	10,071 Added 3.22%	323,001 $26.9 Million
Q2 2024 Aug 07, 2024	BUY	$81.05 - $81.66 $18.1 Million - $18.2 Million	222,977 Added 247.88%	312,930 $25.6 Million
Q1 2024 Apr 30, 2024	SELL	$81.49 - $82.34 $3.31 Million - $3.34 Million	-40,587 Reduced 31.09%	89,953 $7.36 Million
Q4 2023 Jan 30, 2024	SELL	$80.62 - $82.04 $4,434 - $4,512	-55 Reduced 0.04%	130,540 $10.7 Million
Q3 2023 Oct 26, 2023	BUY	$80.71 - $81.38 $140,516 - $141,682	1,741 Added 1.35%	130,595 $10.6 Million
Q2 2023 Jul 26, 2023	BUY	$81.05 - $82.41 $7.61 Million - $7.74 Million	93,930 Added 268.96%	128,854 $10.4 Million
Q1 2023 Apr 26, 2023	BUY	$80.51 - $82.52 $257,954 - $264,394	3,204 Added 10.1%	34,924 $2.87 Million
Q4 2022 Jan 20, 2023	BUY	$80.6 - $81.52 $2.56 Million - $2.59 Million	31,720 New	31,720 $0

Others Institutions Holding SHY

# of Institutions

1,282

Shares Held

238M

Call Options Held

359K

Put Options Held

44.4K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

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.

Account

Beam Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History