Beaumont Capital Management, LLC Ishares Barclays Transaction History

Beaumont Capital Management, LLC

$130 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 03, 2023	BUY	$96.39 - $100.48 $2.52 Million - $2.62 Million	26,121 New	26,121 $2.52 Million
Q3 2022 Nov 10, 2022	BUY	$94.56 - $105.6 $349,304 - $390,086	3,694 Added 12.61%	32,983 $3.17 Million
Q2 2022 Aug 10, 2022	SELL	$98.15 - $106.65 $332,237 - $361,010	-3,385 Reduced 10.36%	29,289 $3 Million
Q1 2022 May 13, 2022	SELL	$106.08 - $113.93 $440,974 - $473,607	-4,157 Reduced 11.29%	32,674 $3.51 Million
Q4 2021 Feb 09, 2022	BUY	$113.55 - $116.36 $3.55 Million - $3.64 Million	31,266 Added 561.83%	36,831 $4.24 Million
Q3 2021 Nov 03, 2021	BUY	$114.96 - $118.18 $639,752 - $657,671	5,565 New	5,565 $641,000
Q1 2021 May 04, 2021	SELL	$112.93 - $119.98 $835,569 - $887,732	-7,399 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$119.27 - $121.81 $882,478 - $901,272	7,399 New	7,399 $888,000

Others Institutions Holding IEF

# of Institutions

1,090

Shares Held

301M

Call Options Held

19.7M

Put Options Held

14.2M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.59 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.5 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.46 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.14 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.09 Billion
0.29% of portfolio

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