BEAM WEALTH ADVISORS, INC. IUSV Holdings History
BEAM WEALTH ADVISORS, INC.'s ISHARES TRUST Holding Summary
As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 80,849.00 shares of ISHARES TRUST(IUSV), totaling $7.46 Mil. This investment constitutes 2.52% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0.04% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2020Q1. And since then BEAM WEALTH ADVISORS, INC. has made 16 purchases of IUSV, at an average price of $66.59, for a total of 96,679.00 shares. In addition, there have been 5 sales at an average price of $72.36 for 15,830.00 shares. Based on historical transaction data and IUSV's current price of $95.57, BEAM WEALTH ADVISORS, INC.'s estimated gain on his IUSV holdings is $2.43 Mil, reflecting a 37.81% gain to date.
BEAM WEALTH ADVISORS, INC. IUSV ($95.57) Holding Chart
BEAM WEALTH ADVISORS, INC. IUSV ($95.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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