Beam Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History

Beam Wealth Advisors, Inc.

$330 Million
Q3 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 17,852 shares of IWD stock, worth $3.66 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

17,852

Previous 13,625 31.02%

Holding current value

$3.66 Million

Previous $2.65 Million 37.34%

% of portfolio

1.1%

Previous 0.83%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$192.76 - $203.86 $814,796 - $861,716	4,227 Added 31.02%	17,852 $3.63 Million
Q2 2025 Aug 04, 2025	BUY	$166.82 - $194.23 $2.27 Million - $2.65 Million	13,625 New	13,625 $2.65 Million
Q1 2023 Apr 26, 2023	SELL	$145.2 - $161.56 $24,683 - $27,465	-170 Reduced 4.28%	3,800 $578,000
Q4 2022 Jan 20, 2023	BUY	$136.78 - $158.99 $543,016 - $631,190	3,970 New	3,970 $0

Others Institutions Holding IWD

# of Institutions

1,997

Shares Held

265M

Call Options Held

342K

Put Options Held

5.28M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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Beam Wealth Advisors, Inc. Ishares Russell 1000 Val ETF Transaction History