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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$332.02 - $382.76 $161,361 - $186,021
486 Added 2.99%
16,721 $6.28 Million
Q2 2024

Aug 07, 2024

SELL
$316.15 - $367.33 $887,116 - $1.03 Million
-2,806 Reduced 14.74%
16,235 $5.92 Million
Q1 2024

Apr 30, 2024

SELL
$294.43 - $339.01 $20,904 - $24,069
-71 Reduced 0.37%
19,041 $6.42 Million
Q4 2023

Jan 30, 2024

BUY
$256.94 - $304.21 $52,929 - $62,667
206 Added 1.09%
19,112 $5.79 Million
Q3 2023

Oct 26, 2023

SELL
$263.8 - $285.38 $322,099 - $348,448
-1,221 Reduced 6.07%
18,906 $5.03 Million
Q2 2023

Jul 26, 2023

BUY
$239.31 - $275.18 $1.16 Million - $1.33 Million
4,838 Added 31.64%
20,127 $5.54 Million
Q1 2023

Apr 26, 2023

BUY
$209.92 - $244.33 $75,991 - $88,447
362 Added 2.43%
15,289 $3.74 Million
Q4 2022

Jan 20, 2023

BUY
$207.03 - $232.89 $569,332 - $640,447
2,750 Added 22.58%
14,927 $0
Q3 2022

Oct 20, 2022

BUY
$210.4 - $257.47 $71,325 - $87,282
339 Added 2.86%
12,177 $2.56 Million
Q2 2022

Aug 01, 2022

BUY
$209.9 - $283.21 $652,998 - $881,066
3,111 Added 35.65%
11,838 $2.59 Million
Q1 2022

Apr 26, 2022

BUY
$246.62 - $307.78 $97,661 - $121,880
396 Added 4.75%
8,727 $2.42 Million
Q4 2021

Jan 14, 2022

BUY
$270.99 - $309.52 $117,609 - $134,331
434 Added 5.5%
8,331 $2.55 Million
Q3 2021

Oct 14, 2021

SELL
$272.07 - $292.68 $35,641 - $38,341
-131 Reduced 1.63%
7,897 $2.16 Million
Q2 2021

Jul 13, 2021

SELL
$244.58 - $272.16 $708,059 - $787,903
-2,895 Reduced 26.5%
8,028 $2.18 Million
Q1 2021

May 17, 2021

BUY
$230.04 - $254.69 $44,397 - $49,155
193 Added 1.8%
10,923 $2.66 Million
Q4 2020

Jan 26, 2021

SELL
$209.58 - $241.25 $383,531 - $441,487
-1,830 Reduced 14.57%
10,730 $2.59 Million
Q3 2020

Oct 07, 2020

BUY
$194.64 - $233.83 $26,665 - $32,034
137 Added 1.1%
12,560 $2.72 Million
Q2 2020

Jul 07, 2020

BUY
$144.16 - $193.61 $302,159 - $405,806
2,096 Added 20.3%
12,423 $2.48 Million
Q1 2020

Apr 08, 2020

BUY
$131.63 - $192.29 $1.36 Million - $1.99 Million
10,327 New
10,327 $1.56 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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