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

Beaumont Financial Advisors, LLC

  • $1.1 Billion
  • Q2 2024

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 5,745 shares of IWD stock, worth $1.07 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,745
Previous 4,959 15.85%
Holding current value
$1.07 Million
Previous $888,000 12.84%
% of portfolio
0.09%
Previous 0.08%

Shares

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

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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