Beaumont Financial Advisors, LLC Ishares Tr Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 62,790 shares of DVY stock, worth $8.34 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

62,790

Previous 62,652 0.22%

Holding current value

$8.34 Million

Previous $8.46 Million 2.59%

% of portfolio

0.73%

Previous 0.77%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$129.55 - $143.41 $17,877 - $19,790	138 Added 0.22%	62,790 $8.24 Million
Q3 2024 Oct 09, 2024	SELL	$119.99 - $135.74 $210,702 - $238,359	-1,756 Reduced 2.73%	62,652 $8.46 Million
Q2 2024 Jul 24, 2024	SELL	$115.73 - $125.75 $49,995 - $54,324	-432 Reduced 0.67%	64,408 $7.79 Million
Q1 2024 May 10, 2024	SELL	$113.31 - $123.18 $37,278 - $40,526	-329 Reduced 0.5%	64,840 $7.99 Million
Q4 2023 Jan 31, 2024	SELL	$102.97 - $119.06 $284,506 - $328,962	-2,763 Reduced 4.07%	65,169 $7.64 Million
Q3 2023 Nov 01, 2023	BUY	$107.44 - $118.16 $34,488 - $37,929	321 Added 0.47%	67,932 $7.31 Million
Q2 2023 Aug 02, 2023	SELL	$108.5 - $119.27 $36,130 - $39,716	-333 Reduced 0.49%	67,611 $7.66 Million
Q1 2023 May 08, 2023	BUY	$110.68 - $126.38 $179,633 - $205,114	1,623 Added 2.45%	67,944 $7.96 Million
Q4 2022 Jan 25, 2023	BUY	$107.39 - $125.5 $7.12 Million - $8.32 Million	66,321 New	66,321 $0

Others Institutions Holding DVY

# of Institutions

1,364

Shares Held

66.4M

Call Options Held

1.1M

Put Options Held

383K

View Full List

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Ishares Tr Transaction History