A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,201 shares of IWM stock, worth $260,436. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,201
Previous 1,200 0.08%
Holding current value
$260,436
Previous $252,000 3.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 24, 2024

BUY
$192.84 - $209.44 $192 - $209
1 Added 0.08%
1,201 $243,000
Q4 2023

Jan 31, 2024

BUY
$162.21 - $204.82 $194,652 - $245,784
1,200 New
1,200 $240,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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