Beaumont Financial Partners, LLC Ishares Tr Dow Jones Us Medica Transaction History

Beaumont Financial Partners, LLC

$1.04 Billion
Q3 2022

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 02, 2020	SELL	$44.27 - $51.59 $300,150 - $349,780	-6,780 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$35.5 - $45.33 $127,764 - $163,142	3,599 Added 113.14%	6,780 $1.8 Million
Q1 2020 May 08, 2020	SELL	$30.83 - $46.19 $11,931 - $17,875	-387 Reduced 10.85%	3,181 $717,000
Q4 2019 Feb 06, 2020	SELL	$39.26 - $44.28 $107,297 - $121,017	-2,733 Reduced 43.37%	3,568 $943,000
Q3 2019 Nov 06, 2019	BUY	$39.44 - $41.95 $248,511 - $264,326	6,301 New	6,301 $259,000
Q2 2019 Aug 06, 2019	SELL	$35.61 - $40.33 $262,979 - $297,837	-7,385 Closed	0 $0
Q1 2019 May 06, 2019	SELL	$31.41 - $38.92 $307,660 - $381,221	-9,795 Reduced 57.01%	7,385 $1.71 Million
Q4 2018 Feb 07, 2019	BUY	$30.61 - $37.95 $4,377 - $5,426	143 Added 0.84%	17,180 $3.43 Million
Q3 2018 Nov 02, 2018	BUY	$33.54 - $37.91 $42,126 - $47,614	1,256 Added 7.96%	17,037 $3.88 Million
Q2 2018 Aug 06, 2018	BUY	$30.1 - $34.45 $221,957 - $254,034	7,374 Added 87.71%	15,781 $3.17 Million
Q1 2018 May 11, 2018	SELL	$28.78 - $32.28 $260,890 - $292,618	-9,065 Reduced 51.88%	8,407 $1.56 Million
Q4 2017 Feb 05, 2018	SELL	$27.98 - $29.62 $10,296 - $10,900	-368 Reduced 2.06%	17,472 $3.03 Million
Q3 2017 Oct 31, 2017	BUY	$27.59 - $27.84 $1,848 - $1,865	67 Added 0.38%	17,840 $2.98 Million
Q2 2017 Aug 11, 2017	BUY	N/A	17,773	17,773 $2.96 Million

Others Institutions Holding IHI

# of Institutions

607

Shares Held

39.8M

Call Options Held

378K

Put Options Held

235K

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.