Beaumont Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 22,906 shares of IJR stock, worth $2.55 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
22,906
Previous 22,917
0.05%
Holding current value
$2.55 Million
Previous $2.53 Million
3.52%
% of portfolio
0.22%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,476Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.89 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.39 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.03 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.91 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.78 Billion0.42% of portfolio