Beaumont Asset Management, L.L.C. Ishares Tr Transaction History
Beaumont Asset Management, L.L.C.
- $181 Million
- Q2 2025
A detailed history of Beaumont Asset Management, L.L.C. transactions in Ishares Tr stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 53,684 shares of IBDV stock, worth $1.18 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
53,684
Previous 49,150
9.22%
Holding current value
$1.18 Million
Previous $1.07 Million
10.5%
% of portfolio
0.65%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
241Shares Held
69.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.88MShares$107 Million1.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$99.5 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.44MShares$75.3 Million1.42% of portfolio
-
Capital Advisors Inc2.81MShares$61.6 Million1.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$57.4 Million0.02% of portfolio