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 $1.19 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
53,684
Previous 49,150
9.22%
Holding current value
$1.19 Million
Previous $1.07 Million
10.5%
% of portfolio
0.65%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding IBDV
# of Institutions
274Shares Held
77.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.2MShares$116 Million1.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.68MShares$104 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.68MShares$81.9 Million1.41% of portfolio
-
Capital Advisors Inc2.94MShares$65.4 Million1.11% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.78MShares$61.7 Million0.13% of portfolio