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

Beaumont Financial Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 7,117 shares of IWF stock, worth $2.7 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,117
Previous 7,042 1.07%
Holding current value
$2.7 Million
Previous $2.13 Million 12.37%
% of portfolio
0.23%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$294.43 - $339.01 $22,082 - $25,425
75 Added 1.07%
7,117 $2.4 Million
Q4 2023

Jan 31, 2024
BUY
$256.94 - $304.21 $28,520 - $33,767
111 Added 1.6%
7,042 $2.13 Million
Q3 2023

Nov 01, 2023
BUY
$263.8 - $285.38 $32,711 - $35,387
124 Added 1.82%
6,931 $1.84 Million
Q2 2023

Aug 02, 2023
SELL
$239.31 - $275.18 $58,152 - $66,868
-243 Reduced 3.45%
6,807 $1.87 Million
Q1 2023

May 08, 2023
BUY
$209.92 - $244.33 $25,820 - $30,052
123 Added 1.78%
7,050 $1.72 Million
Q4 2022

Jan 25, 2023
BUY
$210.27 - $232.89 $1.46 Million - $1.61 Million
6,927 New
6,927 $0

Others Institutions Holding IWF

# of Institutions
2,068
Shares Held
201M
Call Options Held
346K
Put Options Held
74K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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