Beaumont Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,494 shares of IVE stock, worth $308,017. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,494
Previous 1,520 1.71%
Holding current value
$308,017
Previous $276,000 6.52%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$181.06 - $197.17 $4,707 - $5,126
-26 Reduced 1.71%
1,494 $294,000
Q1 2024

May 10, 2024
BUY
$171.09 - $186.81 $4,448 - $4,857
26 Added 1.74%
1,520 $283,000
Q4 2023

Jan 31, 2024
SELL
$147.64 - $174.21 $103,643 - $122,295
-702 Reduced 31.97%
1,494 $259,000
Q2 2023

Aug 02, 2023
SELL
$149.72 - $161.19 $27,698 - $29,820
-185 Reduced 7.77%
2,196 $353,000
Q1 2023

May 08, 2023
SELL
$144.21 - $159.47 $5,047 - $5,581
-35 Reduced 1.45%
2,381 $361,000
Q4 2022

Jan 25, 2023
BUY
$129.68 - $151.79 $313,306 - $366,724
2,416 New
2,416 $0

Others Institutions Holding IVE

# of Institutions
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email