Beaumont Financial Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Beaumont Financial Advisors, LLC

$1.06 Billion
Q1 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 196,964 shares of IJT stock, worth $25.1 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

196,964

Previous 189,444 3.97%

Holding current value

$25.1 Million

Previous $23.7 Million 8.61%

% of portfolio

2.44%

Previous 2.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$119.97 - $130.73 $902,174 - $983,089	7,520 Added 3.97%	196,964 $25.7 Million
Q4 2023 Jan 31, 2024	BUY	$103.08 - $127.26 $218,735 - $270,045	2,122 Added 1.13%	189,444 $23.7 Million
Q3 2023 Nov 01, 2023	BUY	$108.37 - $120.85 $8,777 - $9,788	81 Added 0.04%	187,322 $20.5 Million
Q2 2023 Aug 02, 2023	SELL	$104.35 - $114.93 $155,377 - $171,130	-1,489 Reduced 0.79%	187,241 $21.5 Million
Q1 2023 May 08, 2023	SELL	$105.46 - $120.16 $505,680 - $576,167	-4,795 Reduced 2.48%	188,730 $20.7 Million

Q4 2022 Jan 25, 2023	BUY	$106.74 - $117.14 $20.7 Million - $22.7 Million	193,525 New	193,525 $0

Others Institutions Holding IJT

# of Institutions

717

Shares Held

25.1M

Call Options Held

18.9K

Put Options Held

9.9K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History