Beaumont Financial Advisors, LLC Ishares Short Term National Mu Transaction History

Beaumont Financial Advisors, LLC

  • $1.1 Billion
  • Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 7,008 shares of SUB stock, worth $742,637. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,008
Previous 4,783 46.52%
Holding current value
$742,637
Previous $500,000 46.4%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Jul 24, 2024
BUY
$104.04 - $104.8 $231,489 - $233,180
2,225 Added 46.52%
7,008 $732,000
Q1 2024

May 10, 2024
SELL
$104.73 - $105.42 $19,898 - $20,029
-190 Reduced 3.82%
4,783 $500,000
Q4 2023

Jan 31, 2024
BUY
$102.62 - $105.46 $38,482 - $39,547
375 Added 8.16%
4,973 $524,000
Q3 2023

Nov 01, 2023
SELL
$102.82 - $104.26 $38,557 - $39,097
-375 Reduced 7.54%
4,598 $472,000
Q1 2023

May 08, 2023
SELL
$103.3 - $105.14 $38,737 - $39,427
-375 Reduced 7.01%
4,973 $520,000
Q4 2022

Jan 25, 2023
BUY
$102.5 - $104.49 $548,170 - $558,812
5,348 New
5,348 $0

Others Institutions Holding SUB

# of Institutions
812
Shares Held
68.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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