Beaumont Financial Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 575,803 shares of IJH stock, worth $35.7 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares

575,803

Previous 537,718 7.08%

Holding current value

$35.7 Million

Previous $33.5 Million 7.07%

% of portfolio

3.16%

Previous 3.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$61.68 - $67.87 $2.35 Million - $2.58 Million	38,085 Added 7.08%	575,803 $35.9 Million
Q3 2024 Oct 09, 2024	SELL	$57.32 - $62.65 $677,063 - $740,021	-11,812 Reduced 2.15%	537,718 $33.5 Million
Q2 2024 Jul 24, 2024	SELL	$56.43 - $60.79 $286,833 - $308,995	-5,083 Reduced 0.92%	549,530 $32.2 Million
Q1 2024 May 10, 2024	BUY	$56.98 - $284.98 $25.4 Million - $127 Million	445,233 Added 407.05%	554,613 $33.7 Million
Q4 2023 Jan 31, 2024	SELL	$232.04 - $279.85 $363,374 - $438,245	-1,566 Reduced 1.41%	109,380 $30.3 Million
Q3 2023 Nov 01, 2023	SELL	$246.15 - $272.4 $61,537 - $68,100	-250 Reduced 0.22%	110,946 $27.7 Million
Q2 2023 Aug 02, 2023	BUY	$240.22 - $261.48 $211,393 - $230,102	880 Added 0.8%	111,196 $29.1 Million
Q1 2023 May 08, 2023	SELL	$237.25 - $271.72 $857,184 - $981,724	-3,613 Reduced 3.17%	110,316 $27.6 Million
Q4 2022 Jan 25, 2023	BUY	$44.74 - $257.0 $5.1 Million - $29.3 Million	113,929 New	113,929 $0

Others Institutions Holding IJH

# of Institutions

2,640

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History