Beam Wealth Advisors, Inc. Ishares Russell 1000 Gr ETF Transaction History
Beam Wealth Advisors, Inc.
- $326 Million
- Q3 2024
A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 16,721 shares of IWF stock, worth $6.97 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
16,721
Previous 16,235
2.99%
Holding current value
$6.97 Million
Previous $5.92 Million
6.07%
% of portfolio
1.93%
Previous 1.95%
Shares
19 transactions
Others Institutions Holding IWF
# of Institutions
2,219Shares Held
204MCall Options Held
346KPut Options Held
136K-
Bank Of America Corp Charlotte, NC30.1MShares$12.5 Billion0.95% of portfolio
-
Morgan Stanley New York, NY26MShares$10.8 Billion0.72% of portfolio
-
Goldman Sachs Group Inc New York, NY9.74MShares$4.06 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY6.77MShares$2.82 Billion0.21% of portfolio
-
Ubs Group Ag6.27MShares$2.61 Billion0.52% of portfolio