Beaumont Financial Advisors, LLC Ishares Trust Ishares 1 5 Year Transaction History

Beaumont Financial Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 14,742 shares of IGSB stock, worth $756,706. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,742
Previous 16,581 11.09%
Holding current value
$756,706
Previous $850,000 11.18%
% of portfolio
0.07%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$50.95 - $51.48 $93,697 - $94,671
-1,839 Reduced 11.09%
14,742 $755,000
Q4 2023

Jan 31, 2024
BUY
$49.4 - $51.28 $40,508 - $42,049
820 Added 5.2%
16,581 $850,000
Q3 2023

Nov 01, 2023
SELL
$49.74 - $50.37 $108,035 - $109,403
-2,172 Reduced 12.11%
15,761 $785,000
Q2 2023

Aug 02, 2023
BUY
$50.02 - $50.76 $1,450 - $1,472
29 Added 0.16%
17,933 $899,000
Q1 2023

May 08, 2023
SELL
$49.56 - $50.75 $114,632 - $117,384
-2,313 Reduced 11.44%
17,904 $904,000
Q4 2022

Jan 25, 2023
BUY
$48.91 - $50.19 $988,813 - $1.01 Million
20,217 New
20,217 $0

Others Institutions Holding IGSB

# of Institutions
953
Shares Held
326M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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