Beaumont Financial Advisors, LLC Ishares Trust Aaa A Rated Corp Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q2 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 12,842 shares of QLTA stock, worth $613,333. This represents 0.05% of its overall portfolio holdings.

Number of Shares

12,842

Previous 13,175 2.53%

Holding current value

$613,333

Previous $626,000 1.92%

% of portfolio

0.05%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$46.39 - $47.84 $15,447 - $15,930	-333 Reduced 2.53%	12,842 $614,000
Q1 2025 May 12, 2025	BUY	$46.18 - $47.84 $14,408 - $14,926	312 Added 2.43%	13,175 $626,000
Q1 2024 May 10, 2024	SELL	$46.83 - $48.13 $983 - $1,010	-21 Reduced 0.16%	12,863 $610,000
Q4 2023 Jan 31, 2024	SELL	$43.8 - $48.35 $90,666 - $100,084	-2,070 Reduced 13.84%	12,884 $620,000
Q1 2023 May 08, 2023	SELL	$46.1 - $48.56 $783 - $825	-17 Reduced 0.11%	14,954 $715,000
Q4 2022 Jan 25, 2023	BUY	$44.08 - $47.89 $659,921 - $716,961	14,971 New	14,971 $0

Others Institutions Holding QLTA

# of Institutions

183

Shares Held

22.1M

Call Options Held

Put Options Held

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About ISHARES TRUST AAA-A RATED CORP

Ticker QLTA
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Ishares Trust Aaa A Rated Corp Transaction History