Beaumont Financial Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History
Beaumont Financial Advisors, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 191,436 shares of IJT stock, worth $28.3 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
191,436
Previous 194,877
1.77%
Holding current value
$28.3 Million
Previous $25 Million
6.69%
% of portfolio
2.41%
Previous 2.27%
Shares
8 transactions
Others Institutions Holding IJT
# of Institutions
757Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$645 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$473 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$276 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.16MShares$171 Million0.04% of portfolio
-
Ubs Group Ag1.14MShares$168 Million0.04% of portfolio