A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,005 shares of IWD stock, worth $939,688. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,005
Previous 5,745 12.88%
Holding current value
$939,688
Previous $1 Million 5.29%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 09, 2024

SELL
$173.36 - $189.8 $128,286 - $140,452
-740 Reduced 12.88%
5,005 $949,000
Q2 2024

Jul 24, 2024

BUY
$169.4 - $179.05 $133,148 - $140,733
786 Added 15.85%
5,745 $1 Million
Q1 2024

May 10, 2024

BUY
$161.84 - $179.11 $971 - $1,074
6 Added 0.12%
4,959 $888,000
Q4 2023

Jan 31, 2024

BUY
$143.69 - $165.7 $29,743 - $34,299
207 Added 4.36%
4,953 $818,000
Q2 2023

Aug 02, 2023

BUY
$148.55 - $157.83 $891 - $946
6 Added 0.13%
4,746 $749,000
Q1 2023

May 08, 2023

BUY
$145.2 - $161.56 $1,161 - $1,292
8 Added 0.17%
4,740 $721,000
Q4 2022

Jan 25, 2023

BUY
$136.78 - $158.99 $647,242 - $752,340
4,732 New
4,732 $0

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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