Beaumont Financial Partners, LLC Ishares S&P 500 Value ETF Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 2,596 shares of IVE stock, worth $509,205. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,596
Previous 2,196
18.21%
Holding current value
$509,205
Previous $302,000
10.6%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio