Beaumont Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.1 Billion
  • Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,548 shares of IWB stock, worth $458,022. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,548
Previous 1,583 2.21%
Holding current value
$458,022
Previous $455,000 1.1%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 24, 2024
SELL
$272.21 - $298.72 $9,527 - $10,455
-35 Reduced 2.21%
1,548 $460,000
Q1 2024

May 10, 2024
BUY
$257.46 - $288.1 $514 - $576
2 Added 0.13%
1,583 $455,000
Q4 2023

Jan 31, 2024
SELL
$225.16 - $263.17 $79,256 - $92,635
-352 Reduced 18.21%
1,581 $414,000
Q3 2023

Nov 01, 2023
BUY
$234.05 - $252.17 $35,809 - $38,582
153 Added 8.6%
1,933 $454,000
Q1 2023

May 08, 2023
BUY
$208.78 - $230.55 $7,933 - $8,760
38 Added 2.18%
1,780 $400,000
Q4 2022

Jan 25, 2023
BUY
$196.94 - $224.49 $343,069 - $391,061
1,742 New
1,742 $0

Others Institutions Holding IWB

# of Institutions
1,338
Shares Held
92.5M
Call Options Held
56.9K
Put Options Held
46.1K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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