Beaumont Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Beaumont Financial Advisors, LLC

  • $1.1 Billion
  • Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,355 shares of IJJ stock, worth $525,213. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,355
Previous 4,225 3.08%
Holding current value
$525,213
Previous $499,000 1.0%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
BUY
$109.44 - $118.4 $14,227 - $15,392
130 Added 3.08%
4,355 $494,000
Q4 2023

Jan 31, 2024
SELL
$93.05 - $115.17 $45,594 - $56,433
-490 Reduced 10.39%
4,225 $481,000
Q2 2023

Aug 02, 2023
SELL
$97.74 - $107.13 $95,101 - $104,237
-973 Reduced 17.11%
4,715 $505,000
Q1 2023

May 08, 2023
BUY
$97.23 - $116.09 $98,785 - $117,947
1,016 Added 21.75%
5,688 $584,000
Q4 2022

Jan 25, 2023
BUY
$91.7 - $106.74 $428,422 - $498,689
4,672 New
4,672 $0

Others Institutions Holding IJJ

# of Institutions
788
Shares Held
42.2M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
  • Ticker IJJ
  • Sector ETFs
  • Industry ETFs
More about IJJ
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email