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

Beam Wealth Advisors, Inc.

  • $330 Million
  • Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 62,474 shares of IUSV stock, worth $6.33 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
62,474
Previous 65,104 4.04%
Holding current value
$6.33 Million
Previous $6.16 Million 1.36%
% of portfolio
1.89%
Previous 1.92%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$94.17 - $99.95 $247,667 - $262,868
-2,630 Reduced 4.04%
62,474 $6.24 Million
Q2 2025

Aug 04, 2025
SELL
$81.46 - $94.63 $1.28 Million - $1.49 Million
-15,745 Reduced 19.47%
65,104 $6.16 Million
Q1 2025

May 09, 2025
BUY
$90.0 - $96.32 $84,330 - $90,251
937 Added 1.17%
80,849 $7.46 Million
Q4 2024

Feb 06, 2025
SELL
$91.94 - $100.02 $130,922 - $142,428
-1,424 Reduced 1.75%
79,912 $7.4 Million
Q3 2024

Nov 04, 2024
BUY
$87.56 - $95.49 $423,002 - $461,312
4,831 Added 6.31%
81,336 $7.77 Million
Q2 2024

Aug 07, 2024
SELL
$85.39 - $90.42 $172,231 - $182,377
-2,017 Reduced 2.57%
76,505 $6.74 Million
Q1 2024

Apr 30, 2024
BUY
$82.87 - $90.44 $22,954 - $25,051
277 Added 0.35%
78,522 $7.1 Million
Q4 2023

Jan 30, 2024
BUY
$71.48 - $84.61 $32,166 - $38,074
450 Added 0.58%
78,245 $6.6 Million
Q3 2023

Oct 26, 2023
SELL
$74.38 - $81.04 $158,355 - $172,534
-2,129 Reduced 2.66%
77,795 $5.81 Million
Q2 2023

Jul 26, 2023
BUY
$72.65 - $78.26 $1.47 Million - $1.58 Million
20,206 Added 33.84%
79,924 $6.25 Million
Q1 2023

Apr 26, 2023
BUY
$70.21 - $77.86 $99,347 - $110,171
1,415 Added 2.43%
59,718 $4.41 Million
Q4 2022

Jan 20, 2023
BUY
$63.23 - $73.93 $589,746 - $689,545
9,327 Added 19.04%
58,303 $0
Q3 2022

Oct 20, 2022
BUY
$62.61 - $73.64 $81,831 - $96,247
1,307 Added 2.74%
48,976 $3.07 Million
Q2 2022

Aug 01, 2022
SELL
$64.88 - $77.18 $316,484 - $376,484
-4,878 Reduced 9.28%
47,669 $3.19 Million
Q1 2022

Apr 26, 2022
BUY
$71.81 - $77.49 $239,055 - $257,964
3,329 Added 6.76%
52,547 $3.99 Million
Q4 2021

Jan 14, 2022
BUY
$71.13 - $76.45 $288,503 - $310,081
4,056 Added 8.98%
49,218 $3.76 Million
Q3 2021

Oct 14, 2021
BUY
$69.93 - $74.13 $104,335 - $110,601
1,492 Added 3.42%
45,162 $3.2 Million
Q2 2021

Jul 13, 2021
BUY
$69.41 - $73.87 $447,833 - $476,609
6,452 Added 17.34%
43,670 $3.14 Million
Q1 2021

May 17, 2021
BUY
$61.28 - $69.6 $49,759 - $56,515
812 Added 2.23%
37,218 $2.56 Million
Q4 2020

Jan 26, 2021
SELL
$53.17 - $62.19 $286,160 - $334,706
-5,382 Reduced 12.88%
36,406 $2.26 Million
Q3 2020

Oct 07, 2020
BUY
$51.46 - $57.08 $61,597 - $68,324
1,197 Added 2.95%
41,788 $2.27 Million
Q2 2020

Jul 07, 2020
BUY
$44.04 - $57.88 $340,869 - $447,991
7,740 Added 23.56%
40,591 $2.15 Million
Q1 2020

Apr 08, 2020
BUY
$39.87 - $63.83 $1.31 Million - $2.1 Million
32,851 New
32,851 $1.52 Million

Others Institutions Holding IUSV

# of Institutions
835
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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