A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 23,062 shares of IJR stock, worth $2.88 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
23,062
Previous 22,906 0.68%
Holding current value
$2.88 Million
Previous $2.44 Million 10.4%
% of portfolio
0.24%
Previous 0.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$105.53 - $118.34 $16,462 - $18,461
156 Added 0.68%
23,062 $2.7 Million
Q2 2024

Jul 24, 2024

SELL
$102.13 - $110.88 $1,123 - $1,219
-11 Reduced 0.05%
22,906 $2.44 Million
Q1 2024

May 10, 2024

SELL
$102.35 - $110.52 $36,231 - $39,124
-354 Reduced 1.52%
22,917 $2.53 Million
Q4 2023

Jan 31, 2024

BUY
$87.61 - $110.11 $159,450 - $200,400
1,820 Added 8.48%
23,271 $2.52 Million
Q3 2023

Nov 01, 2023

BUY
$92.9 - $105.16 $112,873 - $127,769
1,215 Added 6.0%
21,451 $2.02 Million
Q2 2023

Aug 02, 2023

BUY
$91.14 - $99.81 $276,974 - $303,322
3,039 Added 17.67%
20,236 $2.02 Million
Q1 2023

May 08, 2023

BUY
$92.27 - $107.68 $48,626 - $56,747
527 Added 3.16%
17,197 $1.66 Million
Q4 2022

Jan 25, 2023

BUY
$89.09 - $102.13 $1.49 Million - $1.7 Million
16,670 New
16,670 $0

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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