Beam Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 23,230 shares of IWP stock, worth $3.04 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

23,230

Previous 22,176 4.75%

Holding current value

$3.04 Million

Previous $2.45 Million 11.32%

% of portfolio

0.84%

Previous 0.81%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$103.87 - $117.59 $109,478 - $123,939	1,054 Added 4.75%	23,230 $2.72 Million
Q2 2024 Aug 07, 2024	SELL	$105.7 - $113.43 $58,980 - $63,293	-558 Reduced 2.45%	22,176 $2.45 Million
Q1 2024 Apr 30, 2024	SELL	$100.66 - $114.14 $3,221 - $3,652	-32 Reduced 0.14%	22,734 $2.59 Million
Q4 2023 Jan 30, 2024	BUY	$85.66 - $105.12 $196,589 - $241,250	2,295 Added 11.21%	22,766 $2.38 Million
Q3 2023 Oct 26, 2023	BUY	$89.97 - $100.32 $257,674 - $287,316	2,864 Added 16.27%	20,471 $1.87 Million
Q2 2023 Jul 26, 2023	BUY	$87.72 - $96.63 $1.28 Million - $1.41 Million	14,595 Added 484.56%	17,607 $1.7 Million
Q1 2023 Apr 26, 2023	SELL	$82.89 - $94.68 $10,692 - $12,213	-129 Reduced 4.11%	3,012 $274,000
Q4 2022 Jan 20, 2023	BUY	$77.4 - $89.88 $243,113 - $282,313	3,141 New	3,141 $0

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

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Beam Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History