Beaumont Financial Advisors, LLC Ishares Tr Russell 200 Value E Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,542 shares of IWX stock, worth $294,800. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,542
Previous 5,442 34.91%
Holding current value
$294,800
Previous $442,000 36.88%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$78.25 - $85.17 $148,675 - $161,823
-1,900 Reduced 34.91%
3,542 $279,000
Q1 2024

May 10, 2024
BUY
$69.24 - $76.32 $376,804 - $415,333
5,442 New
5,442 $415,000

Others Institutions Holding IWX

# of Institutions
198
Shares Held
51M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

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