Beaumont Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 9,390 shares of IWR stock, worth $808,103. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,390
Previous 8,149
15.23%
Holding current value
$808,103
Previous $685,000
11.09%
% of portfolio
0.07%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding IWR
# of Institutions
1,337Shares Held
341MCall Options Held
126KPut Options Held
14.1K-
Bank Of America Corp Charlotte, NC58.5MShares$5.04 Billion0.42% of portfolio
-
Jones Financial Companies Lllp41.3MShares$3.55 Billion3.87% of portfolio
-
Wells Fargo & Company San Francisco, CA33.4MShares$2.88 Billion0.67% of portfolio
-
Us Bancorp \De\21.2MShares$1.83 Billion2.36% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.7MShares$1.18 Billion0.74% of portfolio