BEAM WEALTH ADVISORS, INC. IVV Holdings History
BEAM WEALTH ADVISORS, INC.'s iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, BEAM WEALTH ADVISORS, INC. held 98,528.00 shares of iShares Core S&P 500 ETF(IVV), totaling $55.36 Mil. This investment constitutes 18.67% of their stock portfolio, and BEAM WEALTH ADVISORS, INC. now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2019Q4. And since then BEAM WEALTH ADVISORS, INC. has made 9 purchases of IVV, at an average price of $458.50, for a total of 129,128.00 shares. In addition, there have been 12 sales at an average price of $352.41 for 30,600.00 shares. Based on historical transaction data and IVV's current price of $630.93, BEAM WEALTH ADVISORS, INC.'s estimated gain on his IVV holdings is $13.74 Mil, reflecting a 23.21% gain to date.
BEAM WEALTH ADVISORS, INC. IVV ($630.93) Holding Chart
BEAM WEALTH ADVISORS, INC. IVV ($630.93) 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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