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

Beam Wealth Advisors, Inc.

$326 Million
Q3 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 323,001 shares of SHY stock, worth $26.5 Million. This represents 8.25% of its overall portfolio holdings.

Number of Shares

323,001

Previous 312,930 3.22%

Holding current value

$26.5 Million

Previous $25.6 Million 5.12%

% of portfolio

8.25%

Previous 8.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,206

Shares Held

232M

Call Options Held

362K

Put Options Held

186K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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