Beaumont Financial Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,542 shares of IWX stock, worth $281,411. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,542
Previous 5,442 34.91%
Holding current value
$281,411
Previous $442,000 36.88%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$78.25 - $85.17 $148,675 - $161,823
-1,900 Reduced 34.91%
3,542 $279,000
Q1 2024

May 10, 2024
BUY
$69.24 - $76.32 $376,804 - $415,333
5,442 New
5,442 $415,000

Others Institutions Holding IWX

# of Institutions
216
Shares Held
47.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

IWX Quotes by TradingView
  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
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