Beaumont Financial Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 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 239,852 shares of IJT stock, worth $33.8 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares

239,852

Previous 191,436 25.29%

Holding current value

$33.8 Million

Previous $26.7 Million 21.59%

% of portfolio

2.86%

Previous 2.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$134.53 - $150.65 $6.51 Million - $7.29 Million	48,416 Added 25.29%	239,852 $32.5 Million
Q3 2024 Oct 09, 2024	SELL	$127.29 - $141.5 $438,004 - $486,901	-3,441 Reduced 1.77%	191,436 $26.7 Million
Q2 2024 Jul 24, 2024	SELL	$121.57 - $132.2 $253,716 - $275,901	-2,087 Reduced 1.06%	194,877 $25 Million
Q1 2024 May 10, 2024	BUY	$119.97 - $130.73 $902,174 - $983,089	7,520 Added 3.97%	196,964 $25.7 Million
Q4 2023 Jan 31, 2024	BUY	$103.08 - $127.26 $218,735 - $270,045	2,122 Added 1.13%	189,444 $23.7 Million
Q3 2023 Nov 01, 2023	BUY	$108.37 - $120.85 $8,777 - $9,788	81 Added 0.04%	187,322 $20.5 Million
Q2 2023 Aug 02, 2023	SELL	$104.35 - $114.93 $155,377 - $171,130	-1,489 Reduced 0.79%	187,241 $21.5 Million
Q1 2023 May 08, 2023	SELL	$105.46 - $120.16 $505,680 - $576,167	-4,795 Reduced 2.48%	188,730 $20.7 Million
Q4 2022 Jan 25, 2023	BUY	$102.93 - $117.14 $19.9 Million - $22.7 Million	193,525 New	193,525 $0

Others Institutions Holding IJT

# of Institutions

764

Shares Held

30.6M

Call Options Held

9.6K

Put Options Held

5.7K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

Beaumont Financial Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History