A detailed history of Beaumont Financial Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 4,385 shares of IEF stock, worth $403,069. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,385
Previous 3,365 30.31%
Holding current value
$403,069
Previous $344,000 22.38%
% of portfolio
0.04%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$94.56 - $105.6 $96,451 - $107,712
1,020 Added 30.31%
4,385 $421,000
Q2 2022

Aug 04, 2022

SELL
$98.15 - $106.65 $134,171 - $145,790
-1,367 Reduced 28.89%
3,365 $344,000
Q1 2022

May 09, 2022

SELL
$106.08 - $113.93 $2.85 Million - $3.06 Million
-26,842 Reduced 85.01%
4,732 $509,000
Q4 2021

Feb 07, 2022

SELL
$113.55 - $116.36 $1.4 Million - $1.43 Million
-12,303 Reduced 28.04%
31,574 $3.63 Million
Q3 2021

Nov 12, 2021

BUY
$114.96 - $118.18 $357,985 - $368,012
3,114 Added 7.64%
43,877 $5.06 Million
Q2 2021

Aug 04, 2021

BUY
$113.04 - $115.78 $35,155 - $36,007
311 Added 0.77%
40,763 $4.71 Million
Q1 2021

May 04, 2021

SELL
$112.93 - $119.98 $1.9 Million - $2.02 Million
-16,867 Reduced 29.43%
40,452 $4.57 Million
Q4 2020

Feb 08, 2021

BUY
$119.27 - $121.81 $200,015 - $204,275
1,677 Added 3.01%
57,319 $6.88 Million
Q3 2020

Nov 02, 2020

SELL
$121.18 - $123.06 $1.1 Million - $1.11 Million
-9,043 Reduced 13.98%
55,642 $6.78 Million
Q2 2020

Aug 05, 2020

BUY
$119.77 - $122.41 $1.73 Million - $1.77 Million
14,474 Added 28.83%
64,685 $7.88 Million
Q1 2020

May 08, 2020

BUY
$110.73 - $121.48 $3.3 Million - $3.62 Million
29,804 Added 146.05%
50,211 $6.1 Million
Q4 2019

Feb 06, 2020

SELL
$110.18 - $113.81 $1.04 Million - $1.07 Million
-9,409 Reduced 31.56%
20,407 $2.25 Million
Q3 2019

Nov 06, 2019

SELL
$108.93 - $114.25 $104,463 - $109,565
-959 Reduced 3.12%
29,816 $3.35 Million
Q2 2019

Aug 06, 2019

SELL
$105.05 - $110.09 $222,706 - $233,390
-2,120 Reduced 6.44%
30,775 $3.39 Million
Q1 2019

May 06, 2019

BUY
$103.43 - $106.84 $1.54 Million - $1.6 Million
14,937 Added 83.18%
32,895 $3.51 Million
Q4 2018

Feb 07, 2019

BUY
$99.72 - $104.2 $1.79 Million - $1.87 Million
17,958 New
17,958 $1.87 Million
Q4 2017

Feb 05, 2018

SELL
$105.0 - $106.86 $729,645 - $742,570
-6,949 Closed
0 $0
Q3 2017

Oct 31, 2017

SELL
$106.52 - $107.22 $43,992 - $44,281
-413 Reduced 5.61%
6,949 $740,000
Q2 2017

Aug 11, 2017

BUY
N/A
7,362
7,362 $785,000

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
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More about IEF
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