Beam Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 29,545 shares of IUSG stock, worth $4.22 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

29,545

Previous 21,449 37.75%

Holding current value

$4.22 Million

Previous $2.73 Million 42.54%

% of portfolio

1.2%

Previous 0.9%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$116.79 - $133.54 $945,531 - $1.08 Million	8,096 Added 37.75%	29,545 $3.9 Million
Q2 2024 Aug 07, 2024	BUY	$109.98 - $128.59 $2.36 Million - $2.76 Million	21,449 New	21,449 $2.73 Million

Others Institutions Holding IUSG

# of Institutions

763

Shares Held

116M

Call Options Held

2.7K

Put Options Held

300

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

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Beam Wealth Advisors, Inc. Ishares Core S&P U.S Growth Et Transaction History