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

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 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 1,627 shares of IWB stock, worth $539,383. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,627

Previous 1,811 10.16%

Holding current value

$539,383

Previous $569,000 7.91%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$311.11 - $335.64 $57,244 - $61,757	-184 Reduced 10.16%	1,627 $524,000
Q3 2024 Oct 09, 2024	BUY	$283.28 - $314.39 $74,502 - $82,684	263 Added 16.99%	1,811 $569,000
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

1,424

Shares Held

94.5M

Call Options Held

221K

Put Options Held

52.5K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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