Beaumont Financial Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q2 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 232,439 shares of IJT stock, worth $31.1 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
232,439
Previous 242,047 3.97%
Holding current value
$31.1 Million
Previous $30.1 Million 2.62%
% of portfolio
2.7%
Previous 2.66%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$108.87 - $133.04 $1.05 Million - $1.28 Million
-9,608 Reduced 3.97%
232,439 $30.9 Million
Q1 2025

May 12, 2025
BUY
$121.0 - $142.28 $265,595 - $312,304
2,195 Added 0.92%
242,047 $30.1 Million
Q4 2024

Jan 17, 2025
BUY
$134.53 - $150.65 $6.51 Million - $7.29 Million
48,416 Added 25.29%
239,852 $32.5 Million
Q3 2024

Oct 09, 2024
SELL
$127.29 - $141.5 $438,004 - $486,901
-3,441 Reduced 1.77%
191,436 $26.7 Million
Q2 2024

Jul 24, 2024
SELL
$121.57 - $132.2 $253,716 - $275,901
-2,087 Reduced 1.06%
194,877 $25 Million
Q1 2024

May 10, 2024
BUY
$119.97 - $130.73 $902,174 - $983,089
7,520 Added 3.97%
196,964 $25.7 Million
Q4 2023

Jan 31, 2024
BUY
$103.08 - $127.26 $218,735 - $270,045
2,122 Added 1.13%
189,444 $23.7 Million
Q3 2023

Nov 01, 2023
BUY
$108.37 - $120.85 $8,777 - $9,788
81 Added 0.04%
187,322 $20.5 Million
Q2 2023

Aug 02, 2023
SELL
$104.35 - $114.93 $155,377 - $171,130
-1,489 Reduced 0.79%
187,241 $21.5 Million
Q1 2023

May 08, 2023
SELL
$105.46 - $120.16 $505,680 - $576,167
-4,795 Reduced 2.48%
188,730 $20.7 Million
Q4 2022

Jan 25, 2023
BUY
$102.93 - $117.14 $19.9 Million - $22.7 Million
193,525 New
193,525 $0

Others Institutions Holding IJT

# of Institutions
795
Shares Held
27.6M
Call Options Held
5.3K
Put Options Held
4.22K
View Full List

About ISHARES S&P SMALL CAP 600 GROW

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